Articles

This Week's Takeaways: Inflation is in-check, tariffs should have only a transitional impact, GDP is healthy, the jobs market is okay when adjusted for demographics, ...

Table of Contents The BasicsNext LevelAdvanced Capital Allocation and InvestingMinimizing Taxes *Protecting Your Family and Your AssetsFrequently Asked Questions Looking for a resource to make ...

This Week's Takeaways: The Fed started a rate cutting cycle. Historically, rate cut cycles typically precede a recession, there's no clear-cut stock market winners, and ...

Part Four in my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class. Part one covers why you need ...

This Week's Takeaways: Mortgage rates will likely end the year around where they are now - 6.25% - and a further drop next year to ...

This Week's Takeaways: To protect your inner circle from fraud be alert for unusual secrecy or odd financial activity in loved ones especially during times ...

Table of Contents Book Review: The Psychology of Money by Morgan Housel Why This Book Stands Out Favorite Takeaways Defining Enough Buffett’s Secret of Success ...

This Week's Takeaways: The 4% rule for retirement has been updated to 4.7% by its original creator in a new book. People taking the standard ...

This Week's Takeaways: Chair Powell indicated rate cuts are coming, which should be bullish for stocks assuming corporate earnings hold up. RA owners with SALT ...

This Week's Takeaways: According to one team, odds are that we will have a soft economic landing and not a recession, but stagflation risks are ...

This Week's Takeaways: With the jobs market struggling and inflation no longer a major concern, expect multiple interest rate cuts before year-end and starting in ...

My latest: I wrote for Investopedia about catching up on retirement savings if you're off to a late start. This Week's Takeaways: CB plans allow ...