Financial Planning and Investment Blog
Vanguard's active funds beat their index funds, how to prepare for a baby financially, trades made in the last quarter by 7 elite investors, how to make long-term care more affordable, why the July market rally is fading, how retirees spend their money, latest book recommendation and more.
Some real assets strategies are making money this year, while stocks and bonds are still in negative territory. We discuss learning how to invest in real assets with a Chief Investment Officer focused on this space.
Understanding your messenger’s agenda and filtering the information you consume accordingly is an essential skill for your financial independence journey.
What's in the Inflation Reduction Act, doing retirement planning better, settling the active/passive debate, supply chains are moving away from globalization, rate hikes may be coming to an end, and understanding what's going on in the market now.
July's inflation reports came in better than expected, and the disinflation they showed helped the market. Understanding why that was and what two possible outcomes we can expect from here.
Explaining why the dollar is strong now and what to do about it in your bond and stock portfolio, why bad news has been good news for the market, boosting US manufacturing, the coming war with a weakened China, iPhone tricks to make your life easier, how to build a basic estate plan and more.
Bad news is good news for the markets? Inflation concerns shifting to recession concerns led to a nice month in July. Heritage Financial's Chief Investment Officer, Bob Weisse, and I were back talking markets this week and trying to explain this in our latest Wealthy Behavior podcast.
Answering the biggest questions on investors' minds, analyzing the latest Fed rate hike and what to do with your bond portfolio now, rent and home price increases are slowing down, looking at the wreckage that was crypto celebrity endorsements, learning from a study of 225 millionaires, what you're entitled to when an airline bumps you, the Loch Ness monster could be real, the launch of the third biggest political party in the US by resources, remembering Bill Russell, and the latest book recommendation.
This week's reading list focuses on how consumer sentiment and earnings season could impact stocks, how to know if we're in a recession and looking at some telling clues now, how investors can focus on what matters to improve results, analyzing the crypto crash, what to do with extra money in a 529 plan, freaking out about sharks, solving a decades old case thanks to a coffee cup, latest book recommendation and more.
Smarter tax planning means following a two-part framework that prevents you from doing harm and allows you to take advantage of tax-savings opportunities.