Wednesday Reading List
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 ...
Recent Articles
The Psychology of Money Book Review
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
My latest: Financial Advisor Benefits: Studies Show It’s More Than Money Thinking about working with a financial advisor but unsure if it’s worth it? A ...
Financial Advisor Benefits: Studies Show It’s More Than Money
People often seek out a financial advisor when important life events cause them to get serious about their finances. Whether approaching retirement, selling a business, ...
Wednesday Reading List
This Week's Takeaways: CPI ticked up in June rising 2.7% from a year ago. This was expected by forecasters, and the .2% uptick in core ...
The Deficit
We have a deficit and you know that you have to borrow to pay for the interest on the debt that you’ve had before and ...
Wednesday Reading List
This Week's Takeaways: Investing in stocks at all-time highs has historically worked well for investors. Returns are better 1, 3, and 5 years out compared ...