Expert guides on index funds, portfolio strategy, and long-term investing for FIRE-focused W2 employees and entrepreneurs.
Key Takeaways Anthropic is closing a $50B round at $900B pre-money valuation. That’s a 2.4x mark-up in three months, from a $380B Series G in February 2026. Per TechCrunch, the round could close within two weeks of April 30. Q4 2026 IPO is on the table. The Information reports executives have discussed listing as soon…
Key Takeaways OpenAI’s IPO is real but slower than people think. CFO Sarah Friar told associates the company is targeting a regulatory filing in H2 2026 with a listing in 2027. Anyone telling you OpenAI lists this summer is selling you a story. The numbers are staggering. $852B post-money on the latest $122B round. Annualized…
Key Takeaways — Vol. 1, Week of May 11, 2026 SpaceX leads the 2026 IPO board. Public S-1 expected May 15–22, roadshow June 8, first trade likely before July 4. Up to 30% of shares reserved for retail. Full deep-dive here. Anthropic just leapfrogged its own timeline. A $50B funding round at a $900B pre-money…
📌 Update — June 19, 2026: SpaceX completed its IPO. It priced around $35/share on June 11 and began trading June 12 on the Nasdaq as SPCX, with up to 30% of the deal reserved for retail investors. For the current breakdown, read SpaceX IPO Is Here: How Retail Can Buy SPCX. The original update…
Index funds have a hidden tax advantage that most investors never consider. Here’s how the structure of passive funds quietly saves you money every year — and what it costs you to invest in actively managed alternatives.
Tax-loss harvesting turns losing positions into tax deductions without permanently exiting the market. Here’s exactly how it works, the wash-sale rule, and the fund pairs that make it easy.
📌 Update — June 19, 2026: SpaceX completed its IPO. It priced around $35/share on June 11 and began trading June 12 on the Nasdaq as SPCX, with up to 30% of the deal reserved for retail investors. For the current breakdown, read SpaceX IPO Is Here: How Retail Can Buy SPCX. The original update…
📌 Update — June 19, 2026: SpaceX completed its IPO. It priced around $35/share on June 11 and began trading June 12 on the Nasdaq as SPCX, with up to 30% of the deal reserved for retail investors. For the current breakdown, read SpaceX IPO Is Here: How Retail Can Buy SPCX. The original update…
By Maya Chen | Aedilis I ignored my HSA for two years. I thought it was just a way to pay for doctor’s visits with pre-tax dollars. Then my accountant explained what I was actually sitting on, and I felt like I’d been sleeping through the best class in school. The HSA — Health Savings…
By Maya Chen | Aedilis Most people treat their 401k like a savings account — put money in, hope it grows, retire someday. That’s not wrong, but it misses the most powerful part of what a 401k actually does: it reduces your taxes right now, this year, dramatically. The Immediate Tax Math Earn $80,000. Contribute…
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