Confessions of a Comprehensive Financial Planner
I am not the expert.
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I am not the expert.
Things I learned at Grace Hopper this year: I cannot do basic arithmetic while standing in front of an audience of 200 people. 100 x 1000 really should be doable. Yes there is a wrong way to hold the slide clicker, Mr. “You can’t mess it up” A/V guy. Just Watch Me.
If you read my last blog post about the upcoming expiration of the Uber IPO lockup, you might have noticed that I barely mentioned tax and legal details.
I know many things about the upcoming expiration of the Uber lockup:
When you log on to your 401(k) website at, say, Fidelity, do you see a mysterious mention of a “BrokerageLink®”? Have you ever wondered what it is and whether you should use it?