Wednesday Reading List

Search

How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

Subscribe Now

the boston advisor logo

My latest: How to Invest in International Stocks

Sharing some tips on how and why to add international stocks to your portfolio because if you don’t have them, it’s time.


The Price You Pay: Valuation Evaluation by Charles Schwab Asset Management

Corporate earnings are one thing, but what multiple of earnings (valuation) investors are willing to pay is another matter. Valuations reflect sentiment. By most measures, the market is expensive. Inflation impacts valuations, and the market likes plus-or-minus 2%. If we enter a bigger downturn, expect more pain with the tech heavy mega caps.


Rising anti-American sentiment is not great for the American brand abroad by TKer

While modest so far, a boycott America movement and tourists canceling U.S. trips could lower GDP and add to short-term market volatility.


Bond Ladder ETFs Can Help Investors Climb a Steepening Yield Curve by Morningstar

Putting money in ETFs with staggered maturities can preserve and even grow wealth in a higher-interest-rate environment.


The Five Things You Shouldn’t Tell ChatGPT by The Wall Street Journal

Identify information, medical results, financial information, log-ins, and proprietary corporate info.




Book Recommendation

Last Train to Memphis: The Rise of Elvis Presley  by Peter Guralnick

Covers Elvis’s rise until his military induction in 1958.


Boston Corner

What’s driving secret Boston-area home sales

Weekend Activities

Things to Do in Boston This Weekend

The Boston Calendar

Things to Do This Week in Boston

Get Started

If you would like help with your finances, please complete my form or click the link below to schedule a call with me.

"*" indicates required fields