Mike Piper

Accounting for Illiquid/Intangible Assets on Your Household Balance Sheet

Mike Piper |  Oblivious Investor

Human capital: it’s not a stock. It’s not a bond. But it is a very real asset. Social Security: it’s not a stock. It’s not a bond. But it is a very real asset. Your home…

What’s the Point of a Donor-Advised Fund?

Mike Piper |  Oblivious Investor

There are three main reasons why you might benefit from using a donor-advised fund: you get the tax deduction right away, they provide anonymity, they make it easier to donate securities (e.g., shares of mutual funds or stocks).

10 Years With a One-Fund Portfolio

Mike Piper |  Oblivious Investor

Roughly 10 years ago (December 2011), we switched our retirement savings portfolio from a combination of individual index funds to a single LifeStrategy fund. Here’s how we feel about it now.