Mastodon: @epchris@hachyderm.io

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Joined 1 year ago
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Cake day: June 12th, 2023

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  • Thanks for the input! I’ve been thinking that’d I’d probably just stick to index funds and avoid (for now) individual companies. My financial advisor does do individual companies (to fit the allocation targets), and does do tax loss harvesting, but I think that might be a bit complicated for my initial attempts.

    I had thought about doing something like S&P 500 fund + some set of small and medium cap index funds, rather than trying to identify individual companies that fit into “large/mid/small cap & industry spread”, but even in those broad realms there’s lots of “index 500” funds and lots of “medium/small cap” index funds, how do I figure out which ones to buy and how to compare them?














  • This is a struggle. I’ve found it helpful to use skip-level 1:1’s to discuss this topic, and make sure my skip level knows ahead of time (and on an ongoing basis) that building this map (and helping to guide others through it) is a priority of mine so they can prepare at their level to provide information that I might be missing.

    It’s also a great opportunity to provide that same skip-level with the perspective from the engineers in the organization on the "flip side’ of that coin. You’re facilitating communication and alignment in both directions.