You can also follow my blog via Substack, where I also publish these same posts.
Seven Signs of a Successful DIY Investor
After 25 years of DIY retirement planning for myself and now advising others, I've formed some opinions about how to do it right. Whether you're a passionate self-directed investor or someone who'd rather spend their weekends elsewhere, this honest analysis might help you make one of the most critical decisions possible about your retirement plan. I'd love to hear what you think!
Selling F5 RSU & ESPP Shares
I took my analysis even further this time, looking at the last 10 years of F5 RSU and ESPP sale periods. The historical data shows that waiting a few days to sell opened up gains of $1,000-$2,000/year for typical F5 employees, and more for higher-earners. Read on for the details...
The Stock Market & Elections
Today's the day! Sharing the more interesting charts I've seen about how the market historically reacts to Presidential Elections 🇺🇸
A New Chapter
Hey everyone, I wrote a brief article about my decision to move on from tech and try something new. I'd love to hear your thoughts - thanks for being a part of my journey!