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.
Your Money This Week
Looking at the market news and planning tips you need to know, including how to safely take advantage of all-time highs for European and U.S. stocks and saving money on your cable bill.
Wednesday Reading List
Key takeaways from 4 new money articles, including which markets will see rents drop, overlooked tax-breaks, putting commercial real estate concerns into perspective, and big changes for the Dow.
The Financial Literacy Hierarchy, Best Money Books, and How to Invest in Crypto
Sharing the highlights from our recent conversation with the Editor in Chief of Investopedia along with a link to the full episode
Continue Reading The Financial Literacy Hierarchy, Best Money Books, and How to Invest in Crypto