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: I’m Hosting a Sustainable Investing Webinar – On June 2nd at 2:00 p.m. EST, I’ll be co-hosting a sustainable investing webinar with Isabelle Williams of Dimensional Fund Advisors, one of the leading money managers in sustainable investing thought leadership.

_____________________________

Our team shares way to protect yourself online.

Are You Doing These Simple Things to Protect Yourself From Cyberattacks? by Heritage Financial

_____________________________

“This is the 10th time since 2017 that Bitcoin was at an all-time high and then fell 30%.”

Bitcoin is Crashing. This is What it Does by Michael Batnick

_____________________________

“Value’s pain should eventually be rewarded just like it was in the period after 1999, when finally the performance and valuation disparity turned. Fundamentals started mattering and the market began rationally pricing assets. For a 7-year period after 1999, Value went on to trounce Growth by over 14% annually.”

Value’s Turn: Eerie Parallels To 1999 by GMO’s Asset Allocation Team

_____________________________

The host of The Art of Happiness podcast shares actionable steps to build the life you want right now.

A Once-in-a-Lifetime Chance to Start Over by Arthur Brooks

_____________________________

Breaking down the components of ESG investing and their performance. Governance matters most in the short-term, while environmental and social matter more in the long run.

Deconstructing ESG Ratings Performance: Risk and Return for E, S, and G by Time Horizon, Sector, and Weighting by Tommi Johnsen

_____________________________

In-depth discussion on a safe retirement withdrawal rate.

Wondering About Withdrawal Rates? by Christine Benz

_____________________________

Book Recommendation

Black Flags: The Rise of ISIS by Joby Warrick

2016 Pulitzer Prize winner for General Nonfiction. “In a thrilling dramatic narrative, awarded the 2016 Pulitzer Prize for General Nonfiction, Joby Warrick traces how the strain of militant Islam behind ISIS first arose in a remote Jordanian prison and spread with the unwitting aid of two American presidents.

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