Market Expert
Last seen: 5 months ago
Need a credit-score boost? Call your credit-card compan...
A credit-limit increase can help strained borrowers improve how their financial picture looks on paper.
Sunday links: identifying excellent traders
MarketsBig IPOs lock in a series of market events. (rockandturner.substack.com)Is European stock market a viable alternative to t...
Adviser links: the reality of aging
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...
Monday links: the railroad and AI booms
MarketsA look at the stocks that have jumped more than 100% over the past year. (morningstar.com)The American stock market has sh...
Serendipity: The Role of Luck in Your Life and Career
Since it’s commencement time, I wanted to share a few thoughts on serendipity. I have been working in finance since 1996 — thr...
15 Minutes to Being A Better Investor
Fun conversation with the “My First Million” guys! Show Notes: (0:00) Intro (2:19) Christmas tree portfolio (4:43) Cowboy acco...
Summer Reading List Of “Best Books” For Financial Advis...
2026 has been another rollercoaster of a year to start, as the onset of the Iran War triggered a sharp selloff of nearly 10% in th...
Social Security benefits and costs are perfectly reason...
It might be nice to reduce the large share of benefits going to high earners who retire later and live long lives.
Millions of grandparents are spending their retirements...
Grandparent-headed households are more likely to live in poverty.
The true national debt just hit $1 million per U.S. hou...
The effective U.S. national debt just crashed through $100 trillion for the first time in history, and now stands at an extraordin...
Social Security is facing a 22% cliff — 4 ways to build...
The countdown to insolvency is accelerating — and the rules of retirement planning just broke.
Worried about a lower Social Security benefit? How to c...
If benefits go down 22% in 2032 as predicted by the latest Trustees report, you need to know what that means for you.
‘We are comfortable financially’: My husband is in his ...
“Our kids are grown and independent.”
I’m 60, retired with $3 million. My fiancée, 55, only h...
“Although she is quite frugal, she has not been particularly diligent with investing.”
Saturday links: optimizing for the bots
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
MiB: Jean Eric Salata, Chair of EQT group
This week, I speak with Jean Eric Salata, chair of EQT group. The firm is a purpose-driven global investment organization wi...
Weekend Reading For Financial Planners (June 13–14)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the R...
‘It seems too good to be true’: At a steak-dinner retir...
“He claimed that fixed-rate annuities are the sparkly, rainbow-fairyland of investments.”