Articles

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 ...

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 ...

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 ...

This Week's Takeaways: Retirees have flexibility on when to take required minimum distributions each year, and while taking them early reduces the risk of forgetting ...

Table of Contents The Tax-Free Roth BucketWhy the Roth Bucket Makes SenseTax implications for retirement savings by account typeHow to Fill Your Roth BucketThe Backdoor ...

Table of Contents How Much to Invest in International StocksWhat International Stocks to Invest InThe Case for International Stocks (Even When the U.S. Is “Winning”)How ...

This Week's Takeaways: Value has outperformed growth by 14 percentage points since early November, and analysts expect this to continue. Because Social Security stops inflation-adjusting ...

This Week's Takeaways: AI can hopefully augment human work and increase efficiency, rather than simply replacing workers. This shifts the investment case on AI to ...

Table of Contents The Longevity ChallengeThe 4% Rule: Your Starting PointThe Retirement SmileInvesting Well Is Simple, But Not EasyThe Mistakes That Derail RetirementThe Tax PiecePutting ...

Table of Contents Key TakeawayTracking Your SpendingTrack your expenses, at least temporarily, to know where your money is going.Make Adjustments to Your Retirement BudgetExpenses That ...

Table of Contents The Nine RulesRule 1: Maximize your positive life experiencesRule 2: Start investing in experiences earlyRule 3: Aim to die with zeroRule No. ...

Table of Contents Book Overview & First ImpressionsKey Insights & Research FoundationThe Wealth EquationReal Millionaire Spending DataThe Seven Traits of Wealthy AmericansWhat Millionaires Actually Spend ...