Financial Update – July 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches This Bogleheads Live Podcast episode on tax planning for early retirees was moderately interesting (link). The above podcast is different than Rick Ferri’s Bogleheads on Investing Podcast (link). Confusing, I know. Life Despite being vaccinated and boosted, 5/7 of us got Covid for the second … Read more

Financial Update – June 2022

The commenting functionality was broken for a bit. Sorry about that. I’m pretty sure it’s fixed now.      Another month, another update. A few random comments. Good Reads/Listens/Watches MyMoneyBlog on Schwab’s $187M penalty for shenanigans with their robo-advisor customers (link). WSJ on Roth Conversions (link). Top Gun Maverick (link). We went during the $5 … Read more

Financial Update – May 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches Everybody Lies (link). I discovered the book via the author’s interview with Steve Levitt (link). It’s as if Freakonomics and Google Trends made a baby. David @ OchoSinCoche published a book on 529s (link). I was a beta reader and found it to be a … Read more

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

Tax loss harvesting for dummies

With domestic markets down 12% YTD, now might be a good time to think about tax-loss harvesting (TLH’ing).   For the uninitiated, here is a good overview of TLH’ing: https://www.bogleheads.org/wiki/Tax_loss_harvesting. That said, I think it is a largely unproductive endeavor, as I’ve blogged about here: https://frugalprofessor.com/tax-loss-harvesting-is-overrated/. Despite convincing myself in the above blog post that TLH’ing … Read more

Slide App Review

——————————————————– Brief intro from Frugal Professor ——————————————————– One of the best parts about having a blog is getting to meet smart people I wouldn’t have already met. A week ago, one of these smart people reached out to me via email to discuss credit card strategies. I enjoyed the discussion so much that I asked … Read more