Blog

If you are in the market for some excitement and exoticism in your boring old 401(k), then boy was this a good week of headlines for you. First there was Basic Capital building a product that allows leverage within 401(k)s, and then there was Empower beginning to...

Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He recalled asking Daniel Kahneman—the renowned psychologist and co-recipient of the Nobel Prize in Economics—what trait matters most for...

Somehow, it’s already April. Hopefully those of us in North Carolina are almost through The Pollening and into Actual Spring. April is also the month when high school seniors compare financial aid offers and make final school decisions. The recent changes in the Department of Education...

I was recently reviewing some old financial information at Vanguard (financial planners have fun hobbies) and came across the following transaction from almost a decade ago that I had forgotten about: I had sold 12.166 shares of Apple (this was pre-split, so this would be 48.664...