Wednesday Reading List

Target-date funds have problems if you're approaching retirement, what a mild recession would mean for your portfolio, looking at China's economy, why small business owners need to do a business valuation, the real estate market showing more cooling signs, why optimists live longer, latest book recommendation and much more.

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Wednesday Reading List

Looking at the markets right now, what to make of the latest jobs report, why recessions matter to investors, whether strippers can forecast them and if we've hit peak inflation. Then we turn to articles to answer some FAQ - what's the best way to take retirement withdrawals, what to make of this real estate market, if ESG funds are they're cracked up to be, and how to fix remote work. Latest book recommendation and more.

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Things May Not Be So Bad

Heritage Financial's Chief Investment Officer, Bob Weisse, and I were back talking markets this week in our latest Wealthy Behavior podcast. For those of you new to this, Bob and I have been recording a monthly podcast looking at the market and the top investment themes his team is focusing on. Lately, it's been a lot of bear market, Fed, and recession talk, but that's not all. This month we discussed what's going on and why things may not be so bad after all.

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Wednesday Reading List

Sharing a Q3 market guide, looking at why municipal bonds and emerging markets are attractive, and what to do about Bitcoin. Why consistent returns are better than higher ones. Revisiting Moneyball - one of the greatest investment books ever - given the state of baseball today and the A's lack of championships. McKinsey acting badly, staying healthy in retirement, and the real estate market.

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Wednesday Reading List

This week's reading list looks at today's housing market for potential buyers and sellers, gives investors some information on how long stocks take to recover from a bear market and whether the Fed will push us into a recession, and warns you away from a dangerous investment product. It also shares some insurance tips for home renovation, a summer reading list, and thoughts on the new rival golf tour.

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Wednesday Reading List

We're now in a bear market. This week's reading list shares articles on why you don't have to worry about a potential economic hurricane, the right strategy to adopt now, which stocks do better during periods of inflation, and some signs that real estate is slowing down. It also looks at two areas that were hit harder - tech stocks and crypto - before sharing an article about a prescient book I recommend reading.

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