Posted on July 13, 2018

All In All, An Okay Quarter Despite Some Continued Choppiness After an unnerving first quarter which saw a 10%+… Read More

Posted on June 21, 2016March 6, 2017

What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in… Read More

Posted on April 11, 2016April 3, 2017

“Dad, how do people become millionaires?” It’s a question I’ve gotten many times from my kids. I typically listen to… Read More

Posted on March 23, 2016May 19, 2016

Wes Moss covers important deadlines for major changes coming into law for social security and other updates on oil prices,… Read More

Posted on February 2, 2016April 3, 2017

I vividly remember a book series from my childhood called “value tales.” Each book chronicled someone famous and a trait… Read More

Posted on March 16, 2015July 17, 2017

The robo-advisor: not since John Bogle came up with the idea for Vanguard in 1975 has a new development in… Read More

Posted on February 16, 2015July 17, 2017

On another fateful car ride to my son’s elementary school, we were listening to Bloomberg Radio, and they started discussing… Read More

Posted on February 9, 2015July 17, 2017

The other morning I was listening to Bloomberg as I was taking my second grader, to school. On the radio… Read More

Posted on January 5, 2015October 18, 2017

If we look into our economic history books ten or twenty years from now, how might 2014 be remembered? Maybe… Read More

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