The Broker's Hub

Are target date funds aggressive enough to give Americans retirement savings that last their lifetimes?

If I buy a house for $1 million in cash at 70, will I run out of money by 90?

Stock

‘This has been an emotionally difficult time’: My brother has cancer and my father is 94. How do I shoulder this responsibility?

Market Expert Aug 9, 2026

“My father placed his $600,000 Wisconsin home into a revocable trust, naming my brother as beneficiary.”

How can we minimize taxes in retirement with a $2.3 million nest egg — while buying homes in Florida and New England?

Stock

Don’t worry about what other people have saved for retirement. Here’s how to find your perfect number.

Market Expert Aug 9, 2026

Don’t compare your nest-egg balance to a number that doesn’t actually mean anything. Instead, do this calculation to see if you’re on track for retirement.

‘My wife and I are both retired’: Do we dip into our $2.3 million fund to pay off our $300,000 mortgage at 2.9%?

‘I don’t wish to be cold-hearted’: My elderly relative can no longer care for himself. Am I wrong to leave his care to the state?

Commodities

Friday links: doing the right things well

Market Expert Aug 9, 2026

StrategyThe first goal of investing is survival. (awealthofcommonsense.com)Sometimes a basket trade just makes sense. (oldroperesearch.substack.com)Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com)Fund managementPaying a premium for closed-end pre-IPO funds has been a losing proposition. (pitchbook.com)Nobody really needs growth or value index funds. (wsj.com)Alternatives managers are pushing hard to put their products into model portfolios. (pitchbook.com)RoboticsHumanoid robot maker Unitree Robotics went public in China. (nytimes.com)Is it possible to build China-free humanoid robots? (wired.com)FoodWhole Food's (price) reputation is changing. (linkedin.com)Dairy-free milk volume is falling off. (bloomberg.com)How Pringles are made. (wsj.com)Why Talenti got worse. (nytimes.com)Data centersThe localities where data centers are getting built with little or no public input. (wsj.com)Despite all the talk, new data centers are largely powered by

Analysis

MiB: Jack Raines, Young Money

Market Expert Aug 9, 2026

This week, I speak with Jack Raines, a writer and venture capitalist. We discuss his new book, “Young Money.” Jack dives into his unlikely journey into finance and venture capital. We discuss how his travels impacted the way he sees money and purpose for young people. He also reviews how to incorporate passion… Read More The post MiB: Jack Raines, Young Money appeared first on The Big Picture.

Analysis

3 Mistakes You’re Probably Making With Your Investments

Market Expert Aug 8, 2026

3 Mistakes You’re Probably Making With Your Investments The book “How Not to Invest” highlights the big things investors get wrong. Kathleen Coxwell Money Talk, July 3, 2025 When it comes to investing, sometimes the best moves are the ones you don’t make. In “How Not to Invest: The Ideas, Numbers, and Behavior… Read More The post 3 Mistakes You’re Probably Making With Your Investments appeared first on The Big Picture.

Analysis

10 Camp Kotok Weekend Reads

Market Expert Aug 8, 2026

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Future, Made in China: Beijing is competing with the U.S. for tech supremacy. Who wins will have huge political implications. Beijing is competing with the U.S. for tech supremacy. Who… Read More The post 10 Camp Kotok Weekend Reads appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (August 8–9)

Market Expert Aug 8, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the latest "Mind the Gap" report from Morningstar finds that investors in U.S. equity mutual funds and ETFs both tended to achieve stronger returns compared to those in other fund categories during the 10 yearsRead More... The post Weekend Reading For Financial Planners (August 8–9) first appeared on Kitces.com.