Articles

This Week's Takeaways: Wells Fargo's 2026 outlook with the following highlights: Real GDP growth 2.3%, tariffs easing a bit but not back to 2024 levels, ...

This Week's Takeaways: “Concierge medicine” — where you pay an annual fee for more personalized, quicker-access medical care — is growing fast. The convenience and ...

This Week's Takeaways: The generational wealth transfer ahead could be a source of revenue for governments eager to pay down debt, according to UBS. We're ...

My latest: Will the Market Crash Soon? Lessons from the Last Four Bear Markets. This Week's Takeaways: We have a massive and concentrated national economic ...

My latest: Will the Market Crash Soon? Lessons from the Last Four Bear Markets. This Week's Takeaways: Contributing to work-sponsored retirement plans helps younger people ...

The stock market makes people uneasy.When it’s down, we fixate on the red ink, smaller account values, and gloomy headlines—forgetting the market's typical generosity. When ...

This Week's Takeaways: Sports betting is becoming increasingly unpopular, especially with men under 30. Hetty Green's investment story is worth learning about, and some key ...

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 ...