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The costs of investing (and planning)
Let's face it: the financial services industry hasn't exactly been a beacon of transparency when it comes to the fees you pay. That&
What does "financial advisor" even mean?
John Oliver's bit on financial advisors is an excellent (and hysterical) segment, and he hits the nail on the head: the term "finan
Even engineers are irrational
As engineers, one of our greatest weaknesses is a blindness to our own irrationality. We tend to think that we view the world through a...
Risk tolerance and risk capacity
So how much volatility are you capable of taking on in exchange for higher returns? How much volatility are you willing to take on? The firs
The Last Conversation You'll Ever Need To Have About Planning For Retirement Withdrawals
In the spirit of "The Last Conversation You’ll Ever Need to Have About Eating Right", let's talk about planning for retirement
The new tax law and investment management fees
Is there an effect of the recent removal of the investment management fee deduction on tax strategy? Short answer: no. Longer answer: read o
Saving for education
From how much to save to where to stash your savings, here's what you need to know.
How to optimize your savings accounts
Most people know that they should have some savings set aside for "a rainy day". But how much exactly? What's the definition o
The science and art of asset location
(Warning: this can get pretty complicated pretty quickly. If you're the type who easily falls into analysis paralysis, implement the &qu
Be the casino: rules for winning at finance in an uncertain world
there are many, many people who are determined to win at Vegas by being a player in the casino. "The rules don't apply to me",
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