Wednesday Reading List

My latest posts:

Talking to Christine Benz About Retirement Planning – Sharing my book review of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz, as well as a link to our recent discussion about it and a conversation recap.

Financial Planning for Business Owners – There are three things that business owners should focus on when it comes to their financial planning that often don’t get enough attention.


Is the Tide Turning for Commercial Real Estate? by Wells Fargo

Research paper arguing that the Fed’s rate cut (and expected future cuts) plants the seeds for a commercial real estate recovery by improving cap rates, slowing property value declines, and getting project capital off the sidelines.


Party in the USA: Election Facts by Charles Schwab Asset Management

Just the facts when it comes to election results, market reaction, and economic outcomes. The numbers are interesting, but the stats don’t lie: stay invested regardless.


Jerome Powell: The Fed alone can’t fix the broken housing market—the market and government will need to do so by ResiClub

Powell argues that lower mortgage rates will help housing, but that the real solution is fixing the fact that we aren’t building enough homes. He thinks we need the government to improve zoning hurdles and labor shortages.


The most surprising business story of the past four years is expected to persist 🤯 by TKer

I discussed this with Sam recently. Profit margins are historically high, and if they mean revert that could be an issue for markets. However, analysts are expecting margins to improve due to healthy consumers and business productivity gains.

For more on the consumer, see U.S. Consumer Has a New Lease on Life by Wells Fargo.


Book Recommendation

Love & Whiskey: The Remarkable True Story of Jack Daniel, His Master Distiller Nearest Green, and the Improbable Rise of Uncle Nearest by Fawn Weaver

I can’t remember where I first heard about this book (and it meanders in parts), but it’s a great history and business story worth reading.


Boston Corner

New England is aging. Can immigration help with workforce woes?

Geographic Mobility Trends: New Englanders Still Aren’t Moving as Much as They Did before the Pandemic

Things to Do in Boston This Weekend

The Boston Calendar

Things to Do This Week in Boston