Wednesday Reading List
Key takeaways from five investing and financial planning articles, including what proposed changes to Social Security mean for you, where mortgage rates will be next year, what to learn from the recession that never happened, future Fed rate cuts and more.
International Investing
Sharing the highlights from my recent conversation with a Chief Global Investment Strategist on international investing, impact of this year’s elections, how to play the manufacturing rebound, why international markets are poised to do well and which ones in particular make sense today and why.
Wednesday Reading List
The 218th edition of the WRL could be the best yet. Ray Dalio analyzes whether the stock market is in a bubble and whether to be worried about the Magnificent 7, why market skeptics are wrong to be concerned about valuations and delayed Fed rate cuts, a budgeting formula that works and how to adjust it today given higher home costs, helping your kids with financial literacy, how the big real estate lawsuit will change home buying, and more.
Your Financial Planning Checklist
A detailed wealth management checklist to use for a DIY financial check-up to make sure you’re taking the right steps to build wealth.
Best Presidential Biographies
My colleague and I share a detailed list of recommendations for the best biography to read on each president, including some clunkers to avoid.
100% Stocks in Retirement?
Since stocks have historically performed the best, should you have an all-stock portfolio in retirement? Plus two things you can do to increase your chances of retirement success.
Wednesday Reading List
Key takeaways from four investing and financial planning articles, including how long the housing shortage will last and why, Gen Z isn’t dragging down the workplace – everyone is, why a May rate cut is on the table, and what half the world going to the polls means for the global economy.
March’s Book, Streaming, and Podcast Recs
Sharing the best of what I read, watched, and listened to last month.
Silencing the Private Equity Haters and Doubting a Rate Cut Rally
The truth about private equity and crunching the numbers to see if we’ll get a stock market rally when the Fed cuts rates are two of the main topics from our latest podcast episode summarized here, along with a detailed market update.
Continue Reading Silencing the Private Equity Haters and Doubting a Rate Cut Rally
Wednesday Reading List
Key takeaways from five investing and financial planning articles, including how higher rates will impact your insurance and Social Security, China creating blog deflation, the tech bubble may be cracking, and Buffett’s latest wisdom.