Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns and discover how to manage your investments effectively. Explore strategies like layering…
Read more →Analyze how inflation may prevent nearly half of Americans from dying Easter eggs and why consumer sentiment may be out of alignment with the reality on the ground. Discover how the most popular benchmark for measuring…
Read more →Explore the latest developments in the tariff tumult, including how a lack of clarity may have led to both market meltdowns and a melt-ups: a rollercoaster of highs and lows. Learn the key takeaways from a…
Read more →Witness market volatility and the economic seesaw! Navigate the complexities of trade negotiations and their widespread impact. Untangle the inverse relationship between bond prices and interest rates. See how tariffs can affect prices and fuel uncertainty.…
Read more →Max out your financial insight with real-world retirement strategies and listener Q&A. Learn how to respond to shifting interest rates and weigh the pros and cons of working part-time during retirement. Explore ways to manage Required…
Read more →Navigate the market's recent swings, sparked by major tariff announcements and a significant stock sell-off. Examine the impact of balanced portfolios, learn why bonds are back in action, and explore how diversification might help you minimize…
Read more →Take control of your financial future. Learn how to determine the withdrawal rate for your retirement. Should you stick to the classic 4% rule, or is a 5% withdrawal rate possible? Hear why flexibility is key…
Read more →Dive into an eye-opening discussion about confidently navigating the financial landscape. Unpack the latest market trends, tackle productive investment strategies, and uncover a potential key to building lasting wealth. Get insights on making your money work…
Read more →Unlock secrets to increase the probability of saving more for retirement, managing risk, and making more efficient financial moves. Learn how a simple mindset shift could potentially lead to a 14% increase in savings, why your…
Read more →Turbulence in the markets? Tariffs in the headlines? Don’t let uncertainty derail your financial future. Dive into a data-driven look at market corrections, the Fed’s stance on interest rates, and the incredible force of the American…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
