Rob Berger
@boogonie
Rob Berger
@boogonie
All of Howard Marks’s memos from 1990 to 2025 in one pdf.
Experience that teaches us something is valuable.
A story about how change is difficult.
Need to research more on “death audits.”
Build assets rather than renting somebody else’s.
Progress, however small, is the goal.
A financial planning tool I learned about from ChatGPT.
No, it’s not better to take RMDs at the start of the year so that any gains are taxed as capital gains (in a taxable account) rather than ordinary income.