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ACATS Transfer Fraud — Oblivious Investor
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For years I’ve been of the opinion that it’s a good idea not to check your investment accounts very often, as it leads many people to participate in one ...

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Estimating the Probability of Dementia — Oblivious Investor
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This week I encountered a new paper that discusses the risk of getting dementia after age 55. The figures are alarming, especially given that, in addition ...

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A CPA’s Perspective on Minimizing the Financial Risk of Cognitive Decline — Oblivious Investor
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Broadly speaking, cognitive decline (whether dementia or mild cognitive impairment) presents three financial risks: The increased risk that you’ll fall ...

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Social Security Fairness Act of 2023 Passed (WEP and GPO Eliminated) — Oblivious Investor
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On January 5, President Biden signed into law the Social Security Fairness Act of 2023. (That’s not a typo. The bill was originally introduced in the House ...

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The Purpose Code — Oblivious Investor
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In 2022 I read Jordan Grumet’s first book Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, ...

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