An Economist Looks at School, Marriage, Divorce, and Moving in with Your Mom
Laurence Kotlikoff is a world-class economist who can convince you to pay off your mortgage and make you snort out your nose laughing at the same time; Money Magic is his compendium of life hacks aimed at leaving the reader wealthier and happier.
Nine Charts Summarizing the 96-Year Capital Markets History
Last year was a good year for stocks, but not bonds. The post-2008 recovery has been spectacular, one of the best 13-year U.S. stock markets. I provide details for the entire 96 years as well as five-year and 10-year sub-periods
Dealing with the Demise of the 4% Rule
Media attention has focused on the long-standing “4% rule” and how economic and demographic realities have reduced that guideline. This article discusses related considerations and provides opportunities for retirees dealing with the new normal.
Portfolio Positioning for the $1.2 Trillion Infrastructure Bill
Regardless of which side of the aisle you are on, the Infrastructure Investment and Jobs Act affects everyone financially and mentally, and advisors should prepare client money and minds for this historic (albeit non-transformational) event.