My blog posts about investing are usually just so damn boring. But this time, this time, I …shoot, no, it’s just more of the same. At least this time I have research to make me sound more legit.
Read More
But, Meg, what will I live on?
A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation in her company’s (Airbnb’s) ESPP but also maxing out her after-tax contributions to her 401(k).
Read More
Were you thinking about buying a home two years ago, but dang, those prices were just so hiiiigh? Ha ha ha ha. You thought prices were high then.
Read More
In May 2020, just a couple months into quarantine, I wrote in my Reflections on 4 Years of Flow:
Read MoreThe pandemic and the associated economic chaos might well be the defining feature of Year 5. One client has already left Flow as a result of it. Other clients have had their incomes significantly reduced. And yet others are having a much harder time finding new jobs.
How many of your RSUs should you sell when they vest?
I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).
Read More
Read MoreDon’t let anyone tell you that wealthy people don’t invest in mutual funds, stocks, and bonds. These traditional investment categories are the backbone of most portfolios and, in many cases, they are the only assets wealthy people invest in. You have not outgrown stocks and bonds just because you have new money.
Should I invest in the stock market?
Should I invest in crypto?
Should I use Robinhood?
Should I keep my money as cash?
When you start thinking about investing your money, these are The Wrong Questions.
Read More
Do you have a charitable spirit? Maybe you already give some money away. Perhaps you want to start giving. Are you stymied by the “But HOW exactly?” of charitable giving? Is it hard to figure out how much money to give and which organizations to give the money to?
Read More
Did you just get a job offer? Or are you “levelling up,” as the kids say, in your current job? Let us pause a moment and think about what exactly you can negotiate for.
Read More
As you might be aware, in late December 2020, the president signed into law another round of economic stimulus. In March 2020, we had the CARES Act. Now we have the Consolidated Appropriations Act of 2021.
Read More
