Wednesday Reading List
Key takeaways from the best timely investing and financial planning articles I read last week.
April’s Book, Streaming, and Podcast Recs
Sharing the best of what I read, watched, and listened to last month.
Your Money This Week
Looking at the market news and planning tips you need to know, with a focus on how the three big economic reports set up more risk for investors and what to expect with mortgage rates.
April Market Update: A Resilient First Quarter
Recapping the markets this year with our Chief Investment Officer, looking at why the recession didn’t happen and what it means for the indicators that failed, how to be patient with your investments without being blind, and a bonus topic discussing a book about raising money smart kids.
Continue Reading April Market Update: A Resilient First Quarter
Wednesday Reading List
Key takeaways from five timely investing and financial planning articles.
Two Financial Literacy Resources
Here’s a short video introducing two resources I built and spend a good amount of time regularly updating to help you with your finances and financial literacy.
Wednesday Reading List
Key takeaways from five investing and financial planning articles, including the best investing article I’ve read on gold, the dangers we face in a good market, whether to add stock market exposure now, and the most important concept in finance.
Wednesday Reading List
Key takeaways from five investing and financial planning articles, including what proposed changes to Social Security mean for you, where mortgage rates will be next year, what to learn from the recession that never happened, future Fed rate cuts and more.
International Investing
Sharing the highlights from my recent conversation with a Chief Global Investment Strategist on international investing, impact of this year’s elections, how to play the manufacturing rebound, why international markets are poised to do well and which ones in particular make sense today and why.
Wednesday Reading List
The 218th edition of the WRL could be the best yet. Ray Dalio analyzes whether the stock market is in a bubble and whether to be worried about the Magnificent 7, why market skeptics are wrong to be concerned about valuations and delayed Fed rate cuts, a budgeting formula that works and how to adjust it today given higher home costs, helping your kids with financial literacy, how the big real estate lawsuit will change home buying, and more.