Wednesday Reading List

Search

How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

Subscribe Now

Wednesday Reading List

ICYMI: 2022 Investment Outlook – Our 2022 investment outlook is an in-depth look at investment themes that will matter this year and how to position your portfolio well to take advantage. It’s worth the full read and here are my thoughts.


My team’s thoughts on whether inflation-related assets may be impacted and how over the coming year. Read this week’s blog for thoughts on maintaining the purchasing power of your investments.

Which Price Increases are Here to Stay? Here’s What Our Team Thinks by Heritage Financial



The omicron surge, extreme weather and record December sales are among the reasons that toilet paper aisle is looking shaky again.

Four reasons you’re seeing empty grocery store shelves by Laura Reiley


The metaverse grows.

Microsoft to Buy Activision Blizzard for Nearly $70 Billion by Karen Weise, Andrew Ross Sorkin, Kellen Browning, and Michael J. de la Merced


“In this rate environment, economically sensitive stocks, such as European stocks and value stocks, may be poised to outperform based on historical patterns.

What Do Rising Rates Mean for Stock Investors? by Jeffrey Kleintop

See also Rising interest rates could keep a choke hold on tech and growth stocks by Patti Domm


Higher-yielding bond-fund categories often come with more stocklike risk levels.

Is Your Bond Fund Really a Stock Fund in Disguise? by Amy Arnott

See also Dangers of Investing for Income Today


The movie Gen-X has been waiting for…

Daniel Radcliffe to Play the Role He Was Born for… ‘Weird Al’ Yankovic by Andy Greene


Over the last 30 years, the NBC News poll has given us a good idea if the president’s party is headed for an exceptionally good midterm election, a shellacking or somewhere in-between.

Poll numbers are pointing to a midterm shellacking for Democrats by Chuck Todd, Mark Murray, Ben Kamisar and Bridget Bowman

Get Started

If you would like help with your finances, please complete my form or click the link below to schedule a call with me.

"*" indicates required fields