Weekly Updates

My Latest: Why a Retirement Portfolio Checkup is Essential Now This Week's Takeaways: The January CPI report came in cooler than expected and we're down ...

This Week's Takeaways: Retirees have flexibility on when to take required minimum distributions each year, and while taking them early reduces the risk of forgetting ...

This Week's Takeaways: Value has outperformed growth by 14 percentage points since early November, and analysts expect this to continue. Because Social Security stops inflation-adjusting ...

This Week's Takeaways: AI can hopefully augment human work and increase efficiency, rather than simply replacing workers. This shifts the investment case on AI to ...

This Week's Takeaways: Tech has been the top-performing sector over the past ten years. Historically, that means it is set up to lag over the ...

This Week's Takeaways: 84% of wealthy retirement investors prefer to invest in something other than a target-date-fund so they can create tax-efficient withdrawal strategies from ...

This Week's Takeaways: The events in Venezuela have geopolitical implications but shouldn't impact markets or economic forecasts much. To save on taxes in retirement have ...

This Week's Takeaways: If we don't have an AI bubble, it'll be the first time a transformational technology didn't lead to such excess. You can't ...

My latest: Important Year-End Financial Moves to Make Before December 31 This Week's Takeaways: The Fed cut rates today due to labor market concerns, but ...

My latest: Important Year-End Financial Moves to Make Before December 31 This Week's Takeaways: In a strong year for stocks there are still stocks and ...