Blog Feed

A "Real" Summer.

A "Real" Summer.

This summer was really challenging. I think it was one of the tougher summers I’ve experienced. Tougher than last year when I was laid off. I a…

My Investment Rebalancing Process

My Investment Rebalancing Process

One reason to hold different asset classes is that they are not perfectly correlated. Over time, if you don’t rebalance your portfolio, your as…

Advanced Direct Indexing With Tax Loss Harvesting Using Frec

Advanced Direct Indexing With Tax Loss Harvesting Using Frec

Since the first robo-advisors came on the market, I have been “robo-curious”.  Robots could manage hundreds of individual positions …

The Marriage Penalty Impacting FAANG

The Marriage Penalty Impacting FAANG

Would you consider not getting married to your partner for an extra $10,000 per year? That is a very real question that high earning dual income coup…

Where to Put $100k in Savings Per Year

Where to Put $100k in Savings Per Year

FAANG Savings Prioritization. Discover strategic investment scenarios for mid-level FAANG employees and tech professionals looking to optimize $100k …

Mega Backdoor Roth IRAs & 401k True Ups

Mega Backdoor Roth IRAs & 401k True Ups

You have heard your colleagues talk about this “Mega Back Door Roth” thing? Or perhaps you read about it here on FAANG FIRE and thought i…

Your RSU Questions Answered

Your RSU Questions Answered

Over the past year I have hosted multiple free live Q&As to help answer your pressing RSU questions.