Wednesday Reading List
If you've filed your taxes already or are on extension and have been reviewing your numbers, take this opportunity to improve your finances with help ...
Recent Articles
The Biggest Market Risk Isn’t a Crash — It’s a Lost Decade
Table of Contents Secular Bull and Bear MarketsInvesting In a Secular Bear MarketBasics (easily implemented with index funds):Intermediate (require research and or/help navigating options):Advanced (work ...
The 5 Types of Wealth: 5 Simple Habits You Can Start This Month
Table of Contents Time Wealth : The Most Finite Wealth TypeSocial WealthMental WealthPhysical WealthFinancial WealthConclusionWant to learn more about retirement planning?Watch my free, on-demand retirement ...
Wednesday Reading List
It's Tax Day and markets are at all-time highs again, so it's time to look at how to avoid those costly underpayment penalties and get ...
Wednesday Reading List
The markets are rallying today due to the Iran conflict ceasefire. So, what does this mean for investors and where is the U.S. economy these ...
Wednesday Reading List
Taking a short break from the Iran conflict this week to dig into another notable investment story - private investment worries- through three articles covering ...
Wednesday Reading List
Private credit continues to be in the news with badly overdone 2008 parallels being thrown around. Meantime, economists are upping their recession odds due to ...
Wednesday Reading List
As the Iran conflict continues, Professor Siegel expects short-term pain, but isn't concerned with the long-run. There's been a lot written about AI destroying software, ...
What Bitcoin Reveals About Why Investors Underperform—and Why It Matters for Retirement
Bitcoin has experienced tremendous trailing returns, yet according to this Bloomberg article, roughly 45% of holders are currently below their purchase price. Illustrative path of ...
Your Money This Week: Iran Conflict, Rising Oil Prices, and Stagflation Risks
Markets declined this week as the Iran conflict pushed oil prices higher, raising concerns about stagflation and sending both stocks and bonds lower. In this ...
Wednesday Reading List
The Iran conflict is still front of mind for everyone, including the oil market, and we have our first assessments on whether this increases recession ...
Your Money This Week: Middle East War, Jobs Report, and AI Disruption Fears
This week's episode covers the market impact of the conflict in the Middle East, what this week's economic reports mean for long-term investors, the case ...