Weekly Updates

These Simple Portfolio Checks Could Save You From Costly Mistakes by Morningstar A midyear portfolio review helps investors identify issues while there is still time ...

The Mind Game That Investors Can’t Stop Playing by The Wall Street Journal Bitcoin ETF's provide the latest example that investors chase performance to their ...

This Week's Takeaways: Self-insuring for long-term care works best when you designate and invest a specific pool of assets to provide growth, liquidity, and tax-efficient ...

My latest: Rent or Buy in Greater Boston Right Now? The rent-versus-buy debate usually hardens into complicated dogma. So, I looked at the numbers for ...

This Week's Takeaways: The ceasefire has market bulls excited, pointing to the reduced recession risk coming from oil prices dropping, inflation improving overall, and the ...

This Week's Takeaways: Three updated economic models show that homebuyers may need to adjust to mortgage rates that remain meaningfully above pandemic-era lows, as a ...

This Week's Takeaways: The homebuilding industry has struggled since 2022 and Berkshire Hathaway just made a big bet perhaps signaling the beginning of a turnaround ...

This Week's Takeaways: Residential real estate price appreciation nationally isn't keeping pace with inflation, indicating negative real returns, and price appreciation is slowing across the ...

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 ...

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 ...