A detailed look at hosuehold balance sheets from assets to liabilities.
Personal Finance
The Luckiest Generation
Baby boomers are by far one of the wealthiest generations the world has ever seen. The fact that there are more than 70 million people in this demographic helps but it’s also true that this is one of the luckiest generations in history when it comes to returns on financial assets. These are the total…
How Long Should Your Time Horizon Be in the Stock Market?
Is 5 years a long enough time horizon for investing in the stock market?
You Probably Need Less Money Than You Think For Retirement
Why so many millionaires have a problem spending their money in retirement.
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.
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?
How to Invest Like the 1%
How wealthy people invest their money.
Some Other Forms of Wealth
Ways to be wealthy that don’t require a lot of money.
3 Overrated Financial Concepts
Why eff you money is overrated.
