Wednesday Reading List

ICYMI: President’s Day – President’s Day related posts with a little help from ChatGPT.

Making Sense of the New 529 to Roth IRA Transfer Rule

Our team explains a new provision allowing 529 to Roth IRA transfers starting in 2024 that was part of The SECURE Act 2.0

The Price You Pay: A Look at Equity Valuations

Price matters when investing. A look at where different valuation measurements stand now and what it might mean.

Update from Andy Jassy on return to office plans

Amazon’s CEO on why he thinks it’s important to ruffle feathers and get his team back in three days a week.

How Monopoly Became America’s Cruellest Board Game

Most aficionados agree that Monopoly, if not a bad game, is at the very least designed to embitter its players.

It’s Always Darkest Just Before Dawn

Value stocks underperformed growth stocks by about 13% per year before recently pivoting to outperforming by 27% per year.

The Schools That Ban Smartphones

Phones can be addictive and distracting, and take a toll on teen mental health. Some schools are pushing back.

How to Track Congressional Stock Picks With 2 New ETFs

Please don’t buy these, or even worse, buy only the one that supports your politics. We need to ban trading in Congress, not copy it.


Scott Galloway argues we don’t have a spending problem in this country, but a revenue problem, and shares a few ways to close deficits without raising taxes.

Book Recommendation

Endurance by Alfred Lansing

Experience one of the greatest adventure stories of the modern age in this New York Times bestseller: the harrowing tale of British explorer Ernest Shackleton’s 1914 attempt to reach the South Pole.