I’ve often compared the stock market to a Rorschach test. Depending on your perspective, it can look very different. But even among a market full of Rorschach tests, one company’s stock seems to stand out: Tesla. Some people see it as a world-class company that’s changing the world. Others see it as [...]
SECURE 2.0 planning opportunities
In the waning days of 2019, Congress passed the SECURE Act, a law that delivered a mix bag of changes for retirement savers. Well, Congress has been busy, and at the tail end of 2022, a follow-up law, known as SECURE 2.0, was signed into law. The good news: There’s a whole lot included in this [...]
The planner’s tool box
It’s human nature, I think, to be impressed by things that sound sophisticated or look complex. In the world of personal finance, this certainly applies to the planning tool known as Monte Carlo analysis. That’s because its roots go back to the 1940s, when it was developed by Stanislaw Ulam, a [...]
Ten Favorites
One winter day in 2016, I jotted down a few comments about the market and emailed them to a group of clients. I received a few responses—some of them positive—so I did the same thing the following week and have continued that practice each week since. For better or worse, when it comes to investment [...]
Not so gloomy
Is the stock market headed for a sea change? That’s the argument investor Howard Marks makes in his most recent memo. The sea change Marks is referring to: For forty years, interest rates in the United States declined steadily—from a peak of 20% in 1980, to 0% in 2020. The result, Marks argues, was [...]
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