Investing

Dumpl dancing new years state of the quarter

State of the Quarter – 2024 Q4

I run a small hedge fund to invest for friends and family, and once a quarter I send an update both...
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4 min read
Two dumpls shaking hands

Money Move: Setup a Vanguard Brokerage Account

Ready to make your money work harder than a savings account? Welcome to your first brokerage account – the launchpad for...
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4 min read
Confused Dumpling looking at a Social Security Sign

Money Move: Check Your Social Security Reported Earnings

Sometimes I get tired of retirement calculators. There. Are. So. Many. It was only after reading The Simple Path to Wealth...
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58 sec read
Say no to taxes on unrealized gains protest sign

Should we tax unrealized capital gains?

Imagine watching your Tesla stock soar from $100 to $1,000, making you a paper millionaire – but then getting a tax...
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10 min read
Dumpling on a podium with stock chart flags.

State of the Quarter – 2024 Q3

I run a small hedge fund to invest for friends and family, and once a quarter I send an update both...
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6 min read
IRR vs CAGR sign with a dumpling.

IRR vs CAGR: Which Investing Return To Use

IRR (Internal Rate of Return) and CAGR (Compound Annual Growth Rate) are methods that can be used to calculate the value...
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3 min read
The Rule of 72

What is the Rule of 72?

The Rule of 72 is one of the most frequently quoted rules by financial advisors and investors. Quite simply, it tells...
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2 min read
Types of FIRE - Financial Independence Retire Early

Types of FIRE (Financial Independence, Retire Early)

I’ve been around investing and finance for many years, and when I first heard of FIRE and people who studied FIRE,...
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4 min read
Price vs Value balance scale with a dumpling.

Investing: Price vs Value

When you first enter the world of investing, these words often get used interchangeably, and quite understandably as I’ll get into...
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4 min read
Dumpl learning investing and finance principles with a chalk board

Investing vs Speculating

Friend: “Have you invested in Bitcoin?”Me: “No, what makes you think it’s a good investment?”Friend: “I think it’s going to go...
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4 min read