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Wednesday Reading List

The markets are rallying today due to the Iran conflict ceasefire. So, what does this mean for investors and where is the U.S. economy these ...
Weekly Updates

Wednesday Reading List

Taking a short break from the Iran conflict this week to dig into another notable investment story - private investment worries- through three articles covering ...
Weekly Updates

Wednesday Reading List

Private credit continues to be in the news with badly overdone 2008 parallels being thrown around. Meantime, economists are upping their recession odds due to ...
Weekly Updates

Wednesday Reading List

As the Iran conflict continues, Professor Siegel expects short-term pain, but isn't concerned with the long-run. There's been a lot written about AI destroying software, ...
Investing

What Bitcoin Reveals About Why Investors Underperform—and Why It Matters for Retirement

Bitcoin has experienced tremendous trailing returns, yet according to this Bloomberg article, roughly 45% of holders are currently below their purchase price. Illustrative path of ...
Weekly Updates

Your Money This Week: Iran Conflict, Rising Oil Prices, and Stagflation Risks

Markets declined this week as the Iran conflict pushed oil prices higher, raising concerns about stagflation and sending both stocks and bonds lower. In this ...
Weekly Updates

Wednesday Reading List

The Iran conflict is still front of mind for everyone, including the oil market, and we have our first assessments on whether this increases recession ...
Weekly Updates

Your Money This Week: Middle East War, Jobs Report, and AI Disruption Fears

This week's episode covers the market impact of the conflict in the Middle East, what this week's economic reports mean for long-term investors, the case ...
Weekly Updates

Wednesday Reading List

No one seems to care about the tariffs anymore. AI disruption and the Iran conflict dominated the discourse this week. This week's list dives into ...
Weekly Updates

Wednesday Reading List

My Latest: Why a Retirement Portfolio Checkup is Essential Now This Week's Takeaways: Close to half of Bitcoin tokens are worth less than what their ...
Weekly Updates

Wednesday Reading List

My Latest: Why a Retirement Portfolio Checkup is Essential Now This Week's Takeaways: The January CPI report came in cooler than expected and we're down ...
Investing

Why a Retirement Portfolio Checkup Is Essential Now

I’m concerned that we may shift from a secular bull market in the S&P 500 to a secular bear market soon, as you know if ...