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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

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

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

“Anyone who keeps learning stays young.” — Henry Ford I played piano as a kid, but my time spent on music was eventually overtaken by

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

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

Regulars at the Palm with a bottle of champagne waiting on ice. Season stadium suite holders. Wardrobes by Saks Fifth Avenue personal shoppers. Mega-mansions with

Now that the world has reopened, I had the great pleasure of attending an economic and investing forum — in person! A question posed there

If the world of retirement planning were a game of golf, far too many people excel on the front nine but forget to finish the

Sometimes it takes stamina and resilience to be one of the happiest retirees on the block. It also pays to stay calm when the world

Are you on track for a “rich” retirement? While we all want to be secure in our finances, many investors aren’t quite sure how to