SEC Form ADV: Investment Adviser Registration Explained (Engineer's Guide 2026)
When I started aggregating SEC EDGAR data for FinanceTrackDaily, my focus was on issuer filings like 10-K and 8-K. But a question kept surfacing from readers: h...
When I started aggregating SEC EDGAR data for FinanceTrackDaily, my focus was on issuer filings like 10-K and 8-K. But a question kept surfacing from readers: h...
When I started building FinanceTrackDaily on the SEC EDGAR API, the first insider filings I parsed were Form 4 transaction reports. They get the headlines &mda...
Building FinanceTrackDaily on top of the SEC EDGAR API has given me a strange but useful vantage point on US capital markets. I am a software engineer aggregati...
Life has a way of throwing curveballs when you least expect them. A sudden job loss, an unexpected medical bill, a major car repair -- these financial shocks ca...
I Recalculated My Emergency Fund After the April Tariffs Hit — And the Old "Three to Six Months" Rule Is Dangerously Outdated On April 2nd, 2026, I opened my...
Let me tell you about the most expensive math mistake of my career. April 2025. I am sitting in Jennifer Kowalski's office — she is a CPA in Portland who char...
Last April, I sat in my accountant's office at 9:30 AM on April 14th — literally the day before the IRA contribution deadline — and watched her face do th...
I will never forget the look on my dad's face at Thanksgiving 2023 when he realized he had been contributing to his traditional IRA for three years without actu...
My sister called me on a Tuesday evening in February, the kind of call that starts with "I have a quick question" and ends forty-five minutes later with both of...
My friend Greg runs a blog. Not a business blog. Not a monetized content empire. Just a blog. He writes about woodworking, posts maybe twice a month, and last y...
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Consult a qualified financial advisor before making invest...
When my neighbor Diane knocked on my door last Tuesday evening — wine in one hand, laptop in the other — I assumed she wanted help connecting to her new pri...
My friend Carla applied for a marketing manager position at a mid-sized SaaS company last month. She's got eight years of experience, a portfolio that speaks fo...
It is March 11th. Tax Day — April 15th, 2026 — is exactly five weeks from today. If you have not filed yet, you are not alone. According to the IRS, roughly...
Nobody teaches you how to do taxes. Not in high school. Not in college. You just turn 22, get a W-2, and suddenly you are expected to figure out a system that c...
For years, I repeated the same advice like a parrot: save 3-6 months of expenses in an emergency fund. It was practically tattooed on my brain from every person...