Wednesday Reading List

Explaining why the dollar is strong now and what to do about it in your bond and stock portfolio, why bad news has been good news for the market, boosting US manufacturing, the coming war with a weakened China, iPhone tricks to make your life easier, how to build a basic estate plan and more.

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Bad News is Good News?

Bad news is good news for the markets? Inflation concerns shifting to recession concerns led to a nice month in July. Heritage Financial’s Chief Investment Officer, Bob Weisse, and I were back talking markets this week and trying to explain this in our latest Wealthy Behavior podcast.

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Wednesday Reading List

Answering the biggest questions on investors’ minds, analyzing the latest Fed rate hike and what to do with your bond portfolio now, rent and home price increases are slowing down, looking at the wreckage that was crypto celebrity endorsements, learning from a study of 225 millionaires, what you’re entitled to when an airline bumps you, the Loch Ness monster could be real, the launch of the third biggest political party in the US by resources, remembering Bill Russell, and the latest book recommendation.

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Wednesday Reading List

This week’s reading list focuses on how consumer sentiment and earnings season could impact stocks, how to know if we’re in a recession and looking at some telling clues now, how investors can focus on what matters to improve results, analyzing the crypto crash, what to do with extra money in a 529 plan, freaking out about sharks, solving a decades old case thanks to a coffee cup, latest book recommendation and more.

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Wednesday Reading List

Target-date funds have problems if you’re approaching retirement, what a mild recession would mean for your portfolio, looking at China’s economy, why small business owners need to do a business valuation, the real estate market showing more cooling signs, why optimists live longer, latest book recommendation and much more.

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Wednesday Reading List

Looking at the markets right now, what to make of the latest jobs report, why recessions matter to investors, whether strippers can forecast them and if we’ve hit peak inflation.
Then we turn to articles to answer some FAQ – what’s the best way to take retirement withdrawals, what to make of this real estate market, if ESG funds are they’re cracked up to be, and how to fix remote work.
Latest book recommendation and more.

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Things May Not Be So Bad

Heritage Financial’s Chief Investment Officer, Bob Weisse, and I were back talking markets this week in our latest Wealthy Behavior podcast. For those of you new to this, Bob and I have been recording a monthly podcast looking at the market and the top investment themes his team is focusing on. Lately, it’s been a lot of bear market, Fed, and recession talk, but that’s not all. This month we discussed what’s going on and why things may not be so bad after all.

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Wednesday Reading List

Sharing a Q3 market guide, looking at why municipal bonds and emerging markets are attractive, and what to do about Bitcoin.
Why consistent returns are better than higher ones.
Revisiting Moneyball – one of the greatest investment books ever – given the state of baseball today and the A’s lack of championships.
McKinsey acting badly, staying healthy in retirement, and the real estate market.

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