Financial Geekery

At Seaborn, I'm dancing a little jig; I've been hoping this day would come for a while, but wasn't sure how it would happen. And now it's...

I'd like to throw some words at you that you may hear in conversation with a financial planner and/or investment manager.

Let's talk about why we own stocks and why we would care whether it generates dividends, and then come back to the question.

Is the market nuts? Is this some kind of weird bubble, a disconnect from reality that will doom our retirement portfolios?

You're sitting on a lot of cash, and you're not sure what to do with it.

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

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.

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