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How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

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Breadth of Life: Post-Election Market Trends by Charles Schwab Asset Management Some post-election stock market excitement has receded, but the story of strong breadth—which predated ...
Weekly Updates

Wednesday Reading List

Republicans suddenly feel good about the economy by Axios I've written about this before and continue to share things like this not to pick on ...
Weekly Updates

Wednesday Reading List

CYMI: Election Thoughts - A quick election recap and grading my analysis before turning to the investment and economic implications of Tuesday night. Ready for ...
Investing

Election Thoughts

I prefer to avoid politics in my client conversations and personal finance content. You risk ticking people off with a topic that's not very relevant ...
Weekly Updates

Wednesday Reading List

Something's Gotta Give by Charles Schwab Asset Management Earnings growth estimates aren't rising as much as they normally do, likely due to corporate pessimism and ...
Weekly Updates

Wednesday Reading List

ICYMI: Market Musings from Spain - Checking in on the stock market, economy, yields, real estate, and Wall Street’s new lost decade calls. The average ...
Investing

Market Musings from Spain

I’m fortunate this week to be in Spain with my wife and friends. There’s less time to write, but more time to catch-up on reading ...
Weekly Updates

Wednesday Reading List

ICYMI: A Young Reader Asks, Should I Start Investing in Real Estate? - Investing in rental properties is a great way to build wealth. Regardless ...
Investing

A Young Reader Asks, Should I Start Investing in Real Estate?

Someone starting out asked whether to buy a rental property once he’d saved for a down payment. It’s a great question touching on important money ...
Weekly Updates

Wednesday Reading List

Best Places to Retire Affordably by Fortune Fortune ranked the top 25 best places to retire factoring in health care, wellness, livability and financial health. ...
Weekly Updates

Wednesday Reading List

My latest: A Friend Asks: Do you beat the S&P 500? - What exactly does a good financial advisor do for you anyway? What Magnificent ...
Financial Planning

A Friend Asks: Do you beat the S&P 500?

A friend struggling as a DIY investor asked if my firm outperforms the S&P 500, which led to a conversation about how exactly advisors add ...