Insights
Every sailing metaphor used in finance (that we could find)
If you’ve ever noticed that financial writing is stuffed with sailing metaphors, you’re not alone. Pundits talk about headwinds and tailwinds. Analysts warn of choppy waters. CEOs claim to be staying the course. The language
16 of the Worst Investments in History: How to Avoid the Next One
Investing can be a powerful tool for building wealth, but not all investments are created equal. Throughout history, there have been numerous examples of investments that have gone terribly wrong, resulting in significant losses for
Circular financing in AI looks a lot like 1929
The largest companies in artificial intelligence are financing each other in an increasingly closed loop. Nvidia invests in OpenAI. OpenAI buys Nvidia chips. Nvidia invests in CoreWeave. CoreWeave buys Nvidia chips and provides cloud services
How to reduce portfolio concentration risk
Portfolio concentration risk develops quietly. A single stock performs exceptionally well, your employer grants you stock options year after year, or you inherit shares from
Five risks DIY FIRE planning can overlook
The FIRE math is straightforward: save aggressively, invest consistently, and build a portfolio large enough to sustain your lifestyle indefinitely. But between your first spreadsheet
Robo-advisor alternatives: Why human financial advisors outperform
Key takeaways Most robo-advisors build portfolios from a handful of ETFs based on a short questionnaire. S&P 500 index concentration has reached historic levels, meaning
RSUs vs Stock Options
Tax planning for equity compensation in 2025
How to invest when you have RSUs
3 hazards for employees with stock-based compensation
How the SpaceX IPO makes index funds less diversified
Dangers of Index Funds
Hidden mutual fund fees to avoid
Private equity is coming to 401(k) plans. Beware 5 hidden risks.
How the SpaceX IPO makes index funds less diversified
How to tell if your financial advisor is using AI
Every sailing metaphor used in finance (that we could find)
Tax planning and tax preparation aren’t the same thing
Seven Warren Buffett gold quotes every investor should understand
16 of the Worst Investments in History: How to Avoid the Next One
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