Financial Geekery

Here are a few questions I've heard, and some of the answers I've given.

Which is it? Are the markets over- or under-valued? What does that even mean?

It's a valid question, for sure. So let's take a look.

Virus SARS-CoV-2 and its resultant disease COVID-19 have gotten the markets shaken. And rightfully so: while the current global death...

When should you suck it up and pay capital gains? Good question. Let's walk through the analysis of a few scenarios.

While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't a

You probably know that I'm a huge fan of weekly money time, but often the work that's done there is down in the weeds: paying bills,

I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands

Know someone who loves (a) nerds, (b) financial planning, and (c) operations/administration? Send this their way! Operations Specialist...

Of course, tax optimization can't fit into a single blog article. But what I can do is point you to several of the biggest knobs you&#39