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Dollar42

simplify dollars, live better

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ESPP? In This Economy?

G splitrect Profit Discount Lookback (optional) After-Tax Contributions An ESPP allows employees to purchase shares at a discount with after-tax money. There is built-in profit when the shares are purchased. Most people misunderstand Employee Stock Purchase Plans (ESPPs). Even during the COVID stock market crash, I contributed the maximum to my employer’s ESPP. As the stock price crashed, I still…

Millions Managed with a Google Sheet

Google Sheets is my primary tool for managing a large index fund portfolio spanning multiple accounts at several institutions. An early version of my investment spreadsheet is available for feedback as a free template . This is the first post in a series about the spreadsheet and its development. You can subscribe to future posts via email or RSS . The Spreadsheet Rebalance Matrix (explained…