A wonderful roundup, featuring books from ⁦Mike Piper⁩ ⁦Mark Miller⁩ ⁦RetirementManifesto⁩ ⁦Wade Pfau⁩ and more! morningstar.com/retirement/7-b…

“[The Japanese] economy…is fundamentally different to how it’s been for the last several decades. And that’s positive for owners of equity and positive for profits.” Carl Vine from M&G Investments on why it may actually be different this time for Japan. morningstar.com/personal-finan…

I almost forgot: meir statman will also be appearing at the 2024 Morningstar, Inc. Investment Conference in June.

The redoubtable MichaelKitces and Jeff "The Buckinghammer" Levine, CPA/PFS, CFP® are additional can’t miss speakers. 👍🏻 morningstar.cventevents.com/event/d11f35ae…

'[F]or accidentally wealthy people, those habits of moving money from income into savings and not dipping into capital, these stay with them.' meir statman covered a lot of important ground, including retiree underspending, in our recent convo w/him. 👇🏼morningstar.com/personal-finan…

Do sector funds have a reason to exist? Are bonds broken as equity diversifiers? What’s the case for international equity amid rising correlations? Have alts earned their keep? We’ll be answering these Qs and more (including yours!) today at 11 CT. 👇🏻 linkedin.com/events/explore…

Please join us, won’t you? 👇🏻 (And yes, it’s fare not fair!)

Whoa. If you love your dog, or loved and lost a dog, or love someone who loves their dog, please listen.

Beautiful from John Dickerson 😭🥰 open.spotify.com/episode/5MrIBn…

LA-area friends! I'll be giving two talks tomorrow morning at the beautiful Skirball Center for AAII

Please come out and join us! 👩🏼‍💻 community.aaii.com/events/event-d…

The more I think about the idiotic inefficiency of employers all building their own 401(k) plans—and the huge variations in plan quality—the madder I get. Good piece from ⁦Mark Miller⁩ ⁦The New York Times⁩ nytimes.com/2024/04/19/bus…

These real-life portfolio makeovers are so interesting--one of my favorite projects ever. 👇🏻

Saving to read on a day when I’m not so busy. ⬇️

“A good place to start any forecast is to think about what the consensus is and then to think how it will be wrong because 9 times out of 10, the consensus is wrong.”Dan Lefkovitz and I enjoyed this convo on the state of the economy w/Neil Shearing 👍🏻 morningstar.com/personal-finan…

I know it’s probably dumb to pay a lot for greeting cards but I can see the difference. 🤷‍♀️

Let the record show that index funds/ETFs aren't inherently magic wealth creators, as evidenced here. morningstar.com/funds/15-funds…

Anything jump out at you here? 🤔

From a series from Amy C. Arnott on the top wealth-creating stocks and funds, as well as those with destructive tendencies. morningstar.com/funds/15-top-w…

Money issues cause poor health and poor health causes money issues. This is a great article on that tight connection.
Excited that TIME Diane Harris is creating a new series about the intersections of health and finance. Honored to help spread the word.
time.com/6966650/money-…

People often retire earlier than they expected to, for reasons they didn't foresee.

That's one of the reasons that it makes sense to start building cash at least a few years before you expect to retire.

My latest. morningstar.com/retirement/tak…

Reflections on a night out.

Me: “Well, the Uber drivers weren’t too scary last night.”
Husband: “No, they really weren’t.”

Appreciate the little things, everyone! 😂