Wednesday Reading List
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 ...
Weekly Updates Articles
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
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 ...
Wednesday Reading List
This Week's Takeaways: Consumer spending may be cut back as consumer confidence has plummeted in the last year due to concerns over the labor market ...
Wednesday Reading List
This Week's Takeaways: Wells Fargo's 2026 outlook with the following highlights: Real GDP growth 2.3%, tariffs easing a bit but not back to 2024 levels, ...
Wednesday Reading List
This Week's Takeaways: “Concierge medicine” — where you pay an annual fee for more personalized, quicker-access medical care — is growing fast. The convenience and ...
Wednesday Reading List
This Week's Takeaways: The generational wealth transfer ahead could be a source of revenue for governments eager to pay down debt, according to UBS. We're ...