Financial Update – Apr 2022

Another month, another update. A few random comments.   Good Reads/Listens/Watches Steve Levitt interviews Harvard psychologist Dan Gilbert (link). MyMoneyBlog on the upcoming expiration of Vanguard’s patented tax-efficient ETF+MF combo (link). While interesting, it seems that the industry has simply transitioned from mutual funds to ETFs. Consequently, the expiration of this patent seems largely inconsequential.  … Read more

Financial Update – Mar 2022

Another month, another update. A few random comments.   Good Reads/Listens/Watches I watched an interesting video of the mayor of Emeryville, CA who is transforming his city into a biking utopia (link). It is pretty inspiring. It is understandable that nobody wants to ride a bike when it is so easy to get killed by … Read more

Financial Update – Jan 2022

Another month, another update. A few random comments.   Good Reads/Listens/Watches Vanguard hosed their retail Target Date customers with large capital gains distributions. MyMoneyBlog WSJ Lesson learned: Don’t hold funds-of-funds in a taxable account. Beau Miles made some great videos: Planting a tree a minute for 24 hours. Running a half marathon with a wheelbarrow. I … Read more

Financial Update – Dec 2021

Another month, another update. A few random comments.   Good Reads/Listens/Watches The Rescue on Disney Plus (link). Directed by Jimmy Chin and Elizabeth Chai Vasarhelyi (from Free Solo, Meru, etc). Perhaps the best movie I’ve seen since Skid Row Marathon a year and a half ago. Great movie to watch with the kiddos. 14 Peaks … Read more

Financial Update – Nov 2021

I’ve been busy so this post is a few days late. A concerned reader emailed to ask if I’d died…not yet.   Another month, another update. A few random comments. Good Reads/Listens/Watches I finished reading the book Die With Zero (link). If I could summarize the book, it’d be: The point of money is to … Read more

Financial Update – Oct 2021

Another month, another update. A few random comments.   Good Reads/Listens/Watches GoCurryCracker on getting a mortgage without labor income (link). A friend shared with me that the newest version of the Democrats’ multi-trillion dollar climate/social-spending bill no longer nixes the (mega) backdoor Roth (link1, link2). Who knows what the final version of the bill will … Read more