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The Good News About Bad Returns

The Good News About Bad Returns

2022 was a bad year for both stock and bond markets around the world, something I covered in detail in my last post. But there’s...
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2022: Bad Beta, Good Alpha

2022: Bad Beta, Good Alpha

It’s a new year, 2022 is behind us, and good riddance as far as many investors are concerned. As inflation soared to multi-decade highs, war...
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17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

As of January 10th, more than 172,000 tech employees in the U.S. have been laid off, according to Layoffs.fyi. The tech industry has experienced broad...
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How Attractive are Markets this Year After one of the Worst Starts on Record?

How Attractive are Markets this Year After one of the Worst Starts on Record?

As you no doubt have heard, the US and world economy is in a tough place right now. Unprecedented government stimulus from the COVID crisis,...
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Should I buy a house now or wait: Navigating personal needs and the market

Should I buy a house now or wait: Navigating personal needs and the market

No matter the state of the housing market, the question of “Should I buy a house now or wait” is on the mind of every...
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How to reduce taxable income for high earners in 2024: W2 edition

How to reduce taxable income for high earners in 2024: W2 edition

As of 2024, when this article was written, if your income is above $161,000 as a single filer or $240,000 as a married filer, sadly,...
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Beware Target Retirement Funds in Non-Retirement Accounts

Beware Target Retirement Funds in Non-Retirement Accounts

Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts....
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Effective Giving: Beyond Writing a Check

Effective Giving: Beyond Writing a Check

If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving...
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Pre IPO Stock Options and RSUs: A Comprehensive Guide

Pre IPO Stock Options and RSUs: A Comprehensive Guide

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a...
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A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may...
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Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more...
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What You Need to Know About Fixed-Rate vs Variable-Rate Mortgages

What You Need to Know About Fixed-Rate vs Variable-Rate Mortgages

Most people are familiar with the word “mortgage” long before they decide to buy a house. But once more specific terms and phrases enter the...
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