Wednesday Reading List

The world is split between those who don’t know how to start making money and those who don’t know when to stop.

Nassim Taleb


Is Your Target Date Fund Missing the Mark? – Are you counting on target date funds to get you to and through retirement? While popular and seemingly easy, many target date funds have inherent flaws that could actually work against your retirement goals.

7 Ways to Help Protect your Financial Information by Heritage Financial

In recognition of Cybersecurity Awareness month we are sharing tips and resources that will help keep your information safe online.

Dollar’s Resurgence Is a Headache for the Rest of the World by The Wall Street Journal

Surging Treasury yields help send the U.S. currency to its best quarter in a year.

FTX founder Sam Bankman-Fried’s rise and fall at center of new Michael Lewis book “Going Infinite” by CBS News

Michael Lewis talks to 60 Minutes about his latest book.

The markets and the economy are ‘full-on Monet’ 🖼️ by Sam Ro

One day’s market move or one month’s economic data is like a single brushstroke in an impressionist painting — it can be forgettable on its own, and it often means little in the big scheme of things.

Congress Averts Government Shutdown by Charles Schwab Asset Management

A surprising last-minute deal on Capitol Hill averted a government shutdown—for now. But lawmakers face a new mid-November deadline that will be just as tricky to navigate.

It’s Too Soon to Say the Value Premium Is Dead by Morningstar

Investors face a choice: the comfortable path or the diversified one.

Something is breaking in financial markets — Here’s what’s behind the sell-off by CNBC

Rates are expected to stay higher for longer, an idea Fed officials have tried to get the market to accept and which investors are only now beginning to absorb. Getting used to a more typical rate structure doesn’t sound like such a terrible thing. But after 15 years of living in an unnaturally low rate regime, normal sounds, well, abnormal.

7 strategies to consider before year-end by J.P. Morgan

As the year comes to a close, here are seven strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2024 and beyond.

The NBA’s Superstar Empowerment Era Proves It Has Its Limits by The Ringer

Damian Lillard didn’t get his way this summer. Nor has James Harden gotten his. What does that say about the NBA’s power dynamics? “Teams are taking back control,” says one NBA executive.

Podcast Recommendation

Richmond Fed President Tom Barkin on the Effects of Higher Rates Odd Lots

Book Recommendation

Going Infinite: The Rise and Fall of a New Tycoon by Michael Lewis

From the #1 best-selling author of The Big Short and Flash Boys, the story of FTX’s spectacular collapse and the enigmatic founder at its center.