Articles

Averages Matter More Than Headlines When Looking At Market
When it comes to investing, scary headlines can steal the spotlight and blind us to the reality of fundamental and historical trends. While copy editors

I Can’t Get No, Satis-tax-ion: Taking A Closer Look At The Changes To Biden’s Build Back Better Act
Music has roused support for political candidates for as long as we’ve been holding elections. Whether you find yourself whistling along to “Yankee Doodle Dandy”

America’s Cash Balloon Is Creating New, Retired Millionaires At A Rapid Pace
Have you noticed that your paycheck isn’t going as far as it used to? My guess is probably so. This drag on your wallet is

Taking A Closer Look At The ‘I Quit’ Economy
You’ve seen the signs. Literally. The signs taped to the windows of our favorite fast-food and fast-casual restaurants. “We are short staffed. Please be patient

How To Respond To A Data Breach
In the past, our team has shared tips on how to protect yourself online. We’ve outlined some steps below that can help guide you if

What The Happiest Retirees Know
What do the happiest retirees on the block (HROBs) know that the unhappiest retirees on the block (UROBs) don’t? It took the better part of

What Investors Can Learn About Loss Aversion From A 9-year-old
My son Jake is 9 years old. On a recent trip to Michigan, he and I played golf together. No one would mistake him for

Protecting Your Nest Egg From Taxes
Do Higher Tax Rates Mean More Taxes? Maybe Not. Anyone who’s ever studied the U.S. Constitution, or seen the musical Hamilton, knows Americans have been

Why You May Want To Look Under Hood Of Your Target-Date Fund
Asset allocation. Portfolio rebalancing. Dollar cost averaging. These are all different investment concepts that Americans use to prepare for and navigate a happy retirement. I’d

Is It Too Late To Pick Up A New Skill Or Hobby? Not At All
“Anyone who keeps learning stays young.” — Henry Ford I played piano as a kid, but my time spent on music was eventually overtaken by

To Be A Happy Retiree, What’s Magic Number For Close Friends?
I argue that money can buy happiness and that the cost is lower than you might think. Despite that, there are diminishing marginal returns and

Are You A Millionaire Next Door?
Imagine the day-to-day life of a millionaire. What do you see? Valeting Bentleys and Porsches for regular weeknight dinners at Chops or Umi Sushi? Not
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