Weekly Updates

This week's episode covers the market impact of the conflict in the Middle East, what this week's economic reports mean for long-term investors, the case ...

No one seems to care about the tariffs anymore. AI disruption and the Iran conflict dominated the discourse this week. This week's list dives into ...

My Latest: Why a Retirement Portfolio Checkup is Essential Now This Week's Takeaways: Close to half of Bitcoin tokens are worth less than what their ...

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 ...