Your Money This Week (10/9/26): What Investors Should Do After a Strong Quarter
In Your Money This Week, Andrew and I recap the third quarter and look at where markets and the economy stand heading into the rest ...
Recent Articles
Retirement Planning for Business Owners
Retirement planning for business owners is different than it is for employees. An investment portfolio funds most people’s retirements, and for a business owner, the ...
Your Money This Week (October 2, 2026): Sizing Your Bond Portfolio in a Bad Bond Market
In Your Money This Week, we had one of those weeks where good news was bad news and bad news was good news. The PCE ...
Financial Success After a Liquidity Event
Recent articles in the Wall Street Journal and Bloomberg have focused on the financial challenges facing people who've come into life-changing money through a liquidity ...
Your Money This Week (9/25/2026): How to Invest When the Economy Sends Mixed Signals
In Your Money This Week, I’m digging into a listener question that came out of last week’s episode: Is the economy really strong, or are ...
Your Money This Week (9/18/26): Is the Fed Ruining the Economy While AI Destroys the World?
In Your Money This Week, the Fed raised interest rates for the first time since 2023, and there’s a question whether it was the right ...
Your Money This Week (9/4/26): Planning Ahead in a Strong Market
In Your Money This Week, stocks have done great this year, and its encouraging to see where the gains are coming from. Emerging markets, small-cap ...
Why a Retirement Portfolio Checkup Is Essential Now
Table of Contents Why Does Sequence of Returns Risk Matter in Retirement What Should You Review in a Retirement Portfolio Checkup How Can Taxes Affect ...
Is 4% a Safe Retirement Withdrawal Rate?
Table of Contents How Does the 4% Retirement Withdrawal Rule Work? How Was the 4% Rule Calculated? How Are Retirement Withdrawals Adjusted Over Time? What ...
Your Money This Week (8/28/26): The AI Story Has Room to Run, but are Macro Storm-Clouds Brewing?
In Your Money This Week, Nvidia had a blow-out earnings report, with its revenue doubling from a year ago and projecting 70% revenue growth in ...
Tax-Loss Harvesting: From ETFs to Direct Indexing
Minimizing your taxable portfolio’s capital gains is an important part of portfolio management and retirement planning. Short-term gains (positions held for one year or less) ...
Your Money This Week (8/21/26): Rising Bond Yields Are a Problem
In Your Money This Week, bond yields are rising and that's a problem. Using the 10 Year Treasury, they've risen from a Covid-era low of ...