Our 2021 investment outlook is an in-depth look at investment themes that will matter this year and how to position your portfolio well to take advantage. It's worth the full read, and here are my thoughts.
This week's article round-up focuses on a famous short squeeze, investing lessons, pandemic preparedness, selling in a hot housing market, reaching for yield, streaming recommendation and more.
This week's article round-up focuses on SPACs, GameStop, Inflation, Tech company news, tax planning and more
Taking a look at President Biden's proposed tax plan and sharing a framework for how to minimize taxes going forward regardless of whether it all passes through this Webinar replay.
How much money do you need to retire is a popular question? What's my safe retirement withdrawal rate is a better one. This post looks at the famous 4% rule and whether it still applies.
This week's article round-up focuses on the market's moves in this recovery, NBA owners cashing out through private equity, what it takes to invest in stocks, return forecasts, the Fed under Biden, combatting climate change leading to jobs, aliens, and a Red Sox IPO
Every bull market brings new winners and losers since investment winners rotate. Learn how to capitalize on this in your long-term portfolio by studying the laggards and leaders in the last four bull markets.
This week's article round-up focuses on bitcoin, where to invest today, value vs. growth, estate tax changes, rebalancing and more.
Review of a great new personal finance book - The Psychology of Money by Morgan Housel. It's a must read to learn the behavioral side of managing your wealth.
This week's article round-up focuses on the economy - how sustainable investments performed last year - year 2 Covid answers - getting your finances organized - market bubbles - latest book recommendation and more