The S&P 500 Index is at all time high and the RSUs from my employer are vesting.

It’s a lot of money. After the tax-withholding at 35% rate, I will get about $200,000. As usual, I will sell the RSUs as soon as vested and invest the money.

Asset Allocation

My current…

The GameStop stock mania swept the market and the media in the past week. It seems the entire world jumped into this frenzy by buying the GME shares, then it crashed as soon as the couple of brokerage started restricting the buy orders of this stock. I’ve participated into this…

Discipline is the most important trait to achieve financial freedom. If we can’t control our spending, we can’t save. If we can’t save enough, we can’t retire. Financial is so simple like diet. You must have goals and stick with them. Here’s what we planned for 2021.

BUDGET — $43K

We planned to…

Edit 2021/7/10 — updated the future asset allocations

I wrote my investment policy statement so that I can make financial decisions based on the long term goals. The writing process helped me to think about what I truly want, how to turn them into financial goals, and how to achieve…

FULLY STAYED IN THE MARKET

2020 was the year felt like a decade. The coronavirus pandemic disrupted the US economy. While the airlines, restaurants, travels and hospitality sectors were gravely hit, the overall stock market quickly recovered from the dip in Feb-Mar and reached the all-time high. Regardless, I’ve stayed the course and kept investing…

Owl Investing

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