Wednesday Reading List

Planning Strategies for 50’s, 60’s, & 70’s

At Heritage Financial Services it’s not “one size fits all planning”. What makes sense for you depends on a lot of things, including your specific age. Details matter and we send pointed reminders to our clients about strategies that make sense based on their age. We’ve gathered a few actionable age-dependent retirement planning strategies to consider for yourself or to discuss with a loved one.

Berkshire Hathaway 2022 Shareholder Letter

The Oracle of Omaha out with this latest shareholder letter full of investment wisdom.

BlackRock Weekly Commentary 2/27/23

Breaking down what’s going on in the markets right now and why they’re more bullish on value stocks than growth going forward and where to find the best value.

What to Expect From Bond Total Returns When Interest Rates Rise

A basic understanding of bond math can help investors stay the course.

CNBC’s best high-yield savings accounts of 2023

CNBC Select reviewed dozens of high-yield savings accounts. Here are our top accounts with high APY.

How the War in Ukraine Ends

An eminent historian envisions a settlement among Russia, Ukraine, and the West.

The Balkans Boom

How did such a small region in Europe produce so many NBA players—including two-time MVP Nikola Jokic and potential future MVP Luka Doncic? One reporter went there to peel back the layers to the rise and sustained success of the Balkan “basketball school.”

Fat, Sugar, Salt … You’ve Been Thinking About Food All Wrong

Scientists are asking tough questions about the health effects of ultra-processed diets. The answers are complicated—and surprising.

Post Post Corona

Scott Galloway looks at his post-Corona predictions and where we are today compared to where we thought we might be.

Book Re-Read Recommendation

In Rereading Stuff I talked about wanting to go back and read some of my favorites with a fresh perspective. This classic still delivers and is an excellent read.

Reminiscences of a Stock Operator by  Edwin Lefèvre

An investment classic. Fictional biography of Jesse Livermore, who during his day was one of the richest people in the world and a day trading and momentum trading pioneer who shorted the market in 1929 and made and lost fortunes. Some consider him the greatest trader of all-time. Some consider him a cautionary tale since he went broke repeatedly and ended up killing himself.