Wednesday Reading List: Safe Spending, Taxes, and Market Uncertainty
ICYMI: Should You Diversify or Concentrate? Whether to diversify or concentrate your portfolio to build wealth is one of the more challenging investment questions. Thankfully, ...
Weekly Updates Articles
Wednesday Reading List: CPI, Market Timing, and Bonds
ICYMI: Should You Dollar-Cost Average in This Market? Stocks are at all-time highs and valuations are expensive, leaving investors with a lump sum to invest ...
Wednesday Reading List: Roth Conversions, Tariffs, and 2025 Taxes
We Answer Your Questions on Roth IRA Conversions by The Wall Street Journal If you can convert regular IRA to a Roth and pay less ...
Wednesday Reading List: Market Breadth, Remote Work, and Giving
Breadth of Life: Post-Election Market Trends by Charles Schwab Asset Management Some post-election stock market excitement has receded, but the story of strong breadth—which predated ...
Wednesday Reading List: U.S. Stocks, Housing, and Retirement Talks
Republicans suddenly feel good about the economy by Axios I've written about this before and continue to share things like this not to pick on ...
Wednesday Reading List: Capital Gains, CPI, and Tax Cuts
CYMI: Election Thoughts - A quick election recap and grading my analysis before turning to the investment and economic implications of Tuesday night. Ready for ...
Wednesday Reading List: Fed Cuts, Housing, and Election Markets
Something's Gotta Give by Charles Schwab Asset Management Earnings growth estimates aren't rising as much as they normally do, likely due to corporate pessimism and ...
Wednesday Reading List: Mortgage Rates, Oil, and 2024 Taxes
ICYMI: Market Musings from Spain - Checking in on the stock market, economy, yields, real estate, and Wall Street’s new lost decade calls. The average ...
Wednesday Reading List: China, Asset Allocation, and Cybersecurity
ICYMI: A Young Reader Asks, Should I Start Investing in Real Estate? - Investing in rental properties is a great way to build wealth. Regardless ...
Wednesday Reading List: Retirement Places, RMDs, and Bull Markets
Best Places to Retire Affordably by Fortune Fortune ranked the top 25 best places to retire factoring in health care, wellness, livability and financial health. ...