Financial Update – Jan 2019

Another month, another update. A few random comments. Good Reads/Listens/Watches As you have surely heard, Jack Bogle (founder of Vanguard) died a couple of weeks ago. Mr Bogle had a profound effect on my life. It was his Little Sense of Common Sense Investing book that was of the first investing books that I read in my … Read more

Financial Update – Dec 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches WSJ editorial board on the exodus from high-tax states to no-tax states (TX, NV, WA, FL) (link). Molly’s Game (link). Based on true story of high-profile poker ring in LA & NYC. Fascinating MrMoneyMustache forum thread documenting the implications of the recent Medicaid expansion (link). … Read more

Financial Update – Nov 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches Fidelity is now an HSA administrator! Fidelity Link Bogleheads Discussion Thoughts from the Finance Buff There are no administrative fees. It is now unambiguously the best HSA administrator. The only reason not to use them is to capture the payroll tax benefits from your employer. … Read more

Financial Update – Oct 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches Free Solo (link). Honnold is a nut job. This movie highlights this well. He’s brilliant but has no fear of death, arguing that in the end we’re all dead anyway. Paraphrasing from the movie: “My girlfriend is weird; she has this weird obsession with maximizing … Read more

Financial Update – Sept 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches Essentialism: The Disciplined Pursuit of Less (link). Really good book about prioritizing all aspects your life. Paraphrasing some good quotes (I listened to the audio book): Every time we say yes to something non-essential we are saying no a host of potential opportunities down the … Read more

Financial Update – Aug 2018

Another month, another update. A few random comments. Good Reads/Listens/Watches I mentioned this in a footnote a few months ago, but I spent three days this summer starting to write a “book” to my former self about money stuff. As of today, it’s basically 60 pages of tax optimization. It has a few typos and … Read more