This week’s episode covers the market impact of the conflict in the Middle East, what this week’s economic reports mean for long-term investors, the case for diversification in the current environment, and whether the AI disruption scenario investors are worried about is something to actually act on.
Check out the Wednesday Reading List mentioned within and the Wealthy Behavior podcast
I’m concerned that we may shift from a secular bull market in the S&P 500 to a secular bear market soon, as you know if you read this recent post. Reminder: secular bull and bear markets are long-lasting investing regimes (think a decade plus). They include cyclical rallies and declines, but the dominant trend—up in a secular bull, flat
Real estate investors often tout the benefits of investing in real estate.However, the biggest value that real estate offers over traditional public equity (i.e. stock market) investing is the use of leverage.So if I’m getting rental income of about 5% of the value of my investment and appreciation rate of 3% then I have a total return of 8% (prior
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Retirement planning is hard. Beyond the math, there’s a psychological hurdle that trips people up: shifting from decades of saving money and earning income
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Part Three in my Planning for Retirement Series based on my How to Recreate your Paycheck in Retirement class.
Key
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Why This Book Matters
A groundbreaking study that demolishes myths about wealth and reveals the actual spending and planning habits of America’s millionaires.