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Baggage

We all have baggage. We’re used to thinking this in the context of relationships and personal hang-ups. In recent years, there are more people talking about it in the context of money, though I suspect a majority of “serious” finance people dismiss this as snowflakey, touchy-feely nonsense. The dismissiveness is kind of a LOL for … Continue reading Baggage

Frugality

I saw this screencap making the rounds on Twitter: The post reminds me of a favorite koan. The Buffalo Koan. Wuzu Fayan said, “It is like a water buffalo (an ox) that passes through a window. Its head, horns, and four legs all pass through. Why can’t the tail pass through?” From The Gateless Gate … Continue reading Frugality

Marshmellows

(apparently the correct spelling is “marshmallow.” I’m not going to go back and change it) There is a famous experiment called “the marshmellow test.” It is a popular point of reference in behavioral finance circles. Here is a summary courtesy of Wikipedia (footnote annotations removed for clarity): The Stanford marshmallow experiment was a study on … Continue reading Marshmellows

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About Me

I am an investment analyst with an unusual career trajectory, who has looked at everything from private market deals to hedge funds to the plainest of vanilla mutual funds. My goal is to leverage knowledge, experience and plain language writing to help individuals (and maybe the odd institution) make better decisions about strategies for achieving their financial goals.

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