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Weekly Updates

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Weekly Updates Articles

Weekly Updates

Wednesday Reading List: Retirement Tax Planning, Rising Rates, Inflation Policy, and Buying that Vacation Home

May 20, 2026
This Week's Takeaways: Shifting to higher-yield cash savings could mean billions of dollars yearly in extra returns for U.S. investors who have too much set ...
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Weekly Updates

Wednesday Reading List

May 13, 2026
Investors may be overly focused on whether the Fed will cut or raise rates next and ignoring more important return-drivers, but if we are in ...
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Weekly Updates

Wednesday Reading List

May 6, 2026
You may not have noticed, but international stocks are outperforming the U.S. after a long stretch of it going the other way, so you need ...
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Weekly Updates

Wednesday Reading List

April 29, 2026
Stock market investors are nervous, there's fears that rising rates will hurt bonds, and consumer sentiment is at all-time lows. The tariffs haven't caused as ...
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Weekly Updates

Wednesday Reading List

April 22, 2026
If you've filed your taxes already or are on extension and have been reviewing your numbers, take this opportunity to improve your finances with help ...
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Weekly Updates

Wednesday Reading List

April 15, 2026
It's Tax Day and markets are at all-time highs again, so it's time to look at how to avoid those costly underpayment penalties and get ...
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Weekly Updates

Wednesday Reading List

April 8, 2026
The markets are rallying today due to the Iran conflict ceasefire. So, what does this mean for investors and where is the U.S. economy these ...
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Weekly Updates

Wednesday Reading List

April 1, 2026
Taking a short break from the Iran conflict this week to dig into another notable investment story - private investment worries- through three articles covering ...
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Weekly Updates

Wednesday Reading List

March 25, 2026
Private credit continues to be in the news with badly overdone 2008 parallels being thrown around. Meantime, economists are upping their recession odds due to ...
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Weekly Updates

Wednesday Reading List

March 18, 2026
As the Iran conflict continues, Professor Siegel expects short-term pain, but isn't concerned with the long-run. There's been a lot written about AI destroying software, ...
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