Why so many millionaires have a problem spending their money in retirement.
Ben Carlson
The $70 Trillion Wealth Transfer
Some thoughts on the impact of baby boomers retiring and what the great wealth transfer will do to the markets.
Why Aren’t Investors Selling Stocks to Buy Bonds?
How expensive are stocks relative to bonds?
The Pros & Cons of More Volatile Inflation
Why inflation is good and bad at the same time.
Do Valuations Even Matter For the Stock Market?
Robert Shiller has a free online database of historical stock market data I’ve been using for years. Going back to 1871, Shiller has data on historical interest rates, dividends, earnings, inflation and valuations. His preferred valuation measure is the cyclically-adjusted price to earnings (CAPE) ratio The average CAPE ratio going back to 1871 is 17.4x…
Everyone Has Their Own Money Trauma
How to deal with a large increase in your income in a short period of time.
Why I’m Not Worried About $1 Trillion in Credit Card Debt
A short history of consumer borrowing and credit card debt in America.
Even When the Stock Market Goes Up it Still Goes Down
Preparing yourself for different moves in the stock market.
Social Security: The Most Important Retirement Plan Ever Created
A short history of how retirement has evolved over the past 200 years.
The Pros & Cons of Owning a Rental Property
If you are selling your house and have a 3% mortgage, shouldn’t you just hold onto it and turn it into a rental property?