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The Trouble With the Word “Retired”
For decades, when someone asked, “What do you do?” the answer was easy. You were a teacher, a surgeon, an engineer, a business owner. The job was a shorthand for who you were, and you didn’t have to think much about it. Identity in retirement starts with a small but surprisingly weighty question: what do…
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Trump Accounts: Are they right for your family? A guide to the new child investment account
What are Trump Accounts (530A IRAs)? And how do these investment accounts for children compare to other, popular accounts? Our article and comparison chart explain.
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Gamification in investing
As we have written, James and I recently attended BXU-Blackstone University in NYC. There were many fascinating themes, including the theme of gamification in investing. Despite anyone’s feelings about Blackstone, their place as a leader in the capital markets is undisputed. So, when they announce a theme, it is worth paying attention and this theme…
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Prism 2026 Second Half Outlook – Positioning portfolios for higher inflation
Take a holistic approach to managing inflation, and other investment recommendations for the second half of 2026.
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Rapid Response SpaceX IPO
The largest IPO in history is here. Explore the key drivers, market dynamics, and investment implications of SpaceX’s debut.
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Protect yourself from financial fraud
Scams are getting more sophisticated, but you can take steps to help protect yourself. Learn how to spot fraud and stay safe.
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