In October 2023, we upgraded to a larger finished home we didn't need. Three years later, I want to share whether it was worth it, so you can make a better decision if you're tempted to do the same.

Good fundamental investing is all about maximizing return while minimizing risk. To do so requires an understanding of your financial objectives and your risk tolerance. You should also understand the ...

If you don’t believe the world will grant your children a fair chance to succeed, you may want to take matters into your own hands as parents. One way is to set them up for financial ...

Have you wondered: Can I collect unemployment benefits if I have investment income? The short answer is: Yes you can college unemployment benefits if you have investment income! Unemployment benefits ...

After stretching for the nicest house I could barely afford in 2023, I ended up living paycheck to paycheck for six months. It was stressful enough that I picked up a part-time consulting gig to shore ...

I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) in 2020 ...

Stocks have returned roughly 10% a year since 1926. The question is: What percent of Americans own stocks? According to a 2023 Gallup poll, roughly 61% of Americans own stocks. That’s up from 58% in ...

As a shareholder of Tesla only since 2H2018, I wanted to share my thoughts on whether to buy, sell, or keep holding Tesla stock. The share price has risen meteorically, especially after Trump won the ...

The other day I made $10 winning a set of tennis at a public park. It was a funny situation because I didn't set out to make money playing tennis. It just happened. I was hitting with my long-time ...

A Limited Partnership Agreement (LPA) is a legal document that outlines the terms, conditions, and responsibilities governing the relationship between the general partners and limited partners in a ...

I recently shared that I'm 49 and out of cash because a venture capital fund called capital much faster than I expected. I assumed a conservative 30% of my commitment would be called in year one.

One of the greatest ironies in personal finance is that the people with the most money sometimes live the most uncomfortably. After spending another summer in Honolulu with my parents, I've been ...