Financial Planning and Investment Blog
Reviewing two books about the final year or so of the Trump presidency and sharing differences between the two and some takeaways.
Continue Reading Closing the Book(s) on President Trump – Double Book Review
This week's article round-up focuses on a market outlook for the rest of the year, understanding what wealth really is, the nuts and bolts of quantitative easing and why or why not we should pursue it, hard seltzer glut, MMT explained and dissected and more
This week's article round-up focuses on finding the right advisor, if the delta Covid variant will derail the market, bad behavior from a major retirement player, real estate turning point, waiting to buy a new car, Covid weight gain, The Atlantic's struggles, Bourdain documentary, latest book recommendation and more
This summer reading list has books I enjoyed this year that I hope you like as well. It has four fiction and four non-fiction recommendations, plus links to other reading articles and resources for you.
This week's article round-up focuses on owning international stocks right now, sentiment indicators flashing a bit of a concern with U.S. stocks, Ethereum, podcast about SPACS, using Roth IRA's, real estate seller's market shifting slightly, lumber prices were crazy, latest book recommendation and more
Taking a look at charts you don't want to miss this quarter to explain the investment environment, how to position your portfolio, the economy, COVID-19, bond market issues, inflation and more.
Continue Reading Charts You Need to See – Q3 2021 Market Guide
This week's article round-up focuses on our team's view on inflation and the jobs market, using debt smartly to build wealth, Robinhood getting nailed by regulators for hurting investors, Exxon's blueprint for fighting climate science, Michigan cleaning up our political system, why to invest at the darkest times, Britney Spears, latest book recommendation and more.
A brief look back at how we moved toward independence and why we celebrate it on the 4th of July (and not the 2nd)...
This week's article round-up focuses on improving retirement planning, a hybrid work policy in action, one of an endless number of reasons I don't like crypto as an investment, dollar cost averaging, things are always harder than they look, 15 minutes of fame for Joe Manchin and who he is, the bond market is not always the smart money, latest book recommendation and more
Improving retirement planning requires education and simplification, not the patchwork approach Congress is now taking. There are some worthwhile improvements being proposed, but ultimately Congress doesn't go far enough in addressing the retirement planning gap. Here's why and what they could do instead.
Continue Reading Improving Retirement Planning, or Why Congress Doesn’t Get It