Pete the planner: If you’re spinning your wheels, it’s time for a course correction
It feels like progress. But it might just be financial cardio: lots of motion, very little gain
Investing Column
Articles
Pete the planner: Mo money, mo problems: It’s time to redefine ‘success’
But on the journey from dollars to peace, I considered and toiled over several other ideas.
Jalene Hahn: To overcome risks, your financial planning needs to start early in life
The ideal time to start a financial plan is in high school.
Peter Dunn: We need to rethink retirement as a new challenge
This is why people are tiptoeing into retirement now, instead of busting through the retirement wall like the glee- (and sugar-) filled Kool-Aid Man.
Peter Dunn: Your family’s pro bono CFO deserves back pay in love
That’s the thing about a mother’s love: It’s quiet, consistent and completely irrational in the most beautiful way.
Jalene Hahn: Investing money is smart, but investing in yourself is crucial
Graduation is a great time to get a start on building a firm financial foundation.
Peter Dunn: Saving an extra $1,000 per month is easier than it seems
I want to challenge you—yes, you—to find a way to cut $1,000 a month from your spending.
Pete the planner: The president should be clear: Success requires sacrifice
Let me be clear: This will not be painless.
Jalene Hahn: Getting health insurance isn’t just for your benefit
Insurance works on the principle of the Law of Large Numbers.
Peter Dunn: Don’t get spooked by shuffling money for tax purposes
Do you know what’s not arbitrary? Keeping and growing your money.
Mickey Kim: Watch the intrinsic value of stocks, not daily market swings
With the “honeymoon” over—in that the S&P 500 has surrendered all of its post-election gains—some historical perspective might help you survive the storm.
Pete the planner: Don’t fret about swooning stocks—the market rewards patience
Whether it was 9/11, the housing market meltdown of 2008 or the COVID market crash (which lasted only 148 days), world events have a way of convincing us that the isolated dynamics of the time will lead to unprecedented market peril.
Jalene Hahn: Read ’em or weep: Financial literacy is a must
The financial literacy rate has decreased since 2020, when it reached a peak of 52%.
Pete the planner: Complexity is the measure for needing a tax preparer
If you’ve got investment income, especially anything involving capital gains, tax-loss harvesting or the wild world of cryptocurrency, you might want someone who understands the tax code better than you do.
Mickey Kim: Are stocks in a ‘bubble’ after two spectacular years?
Financial markets have always been and will always be subject to bubble thinking.
Peter Dunn: Can two hearts beat as one when managing finances?
The problem isn’t the difference in approach—it’s whether you can discuss and navigate these differences without causing financial (or emotional) ruin.
Peter Dunn: You and your adviser need to be on same page
And you should stop viewing advisers as disposable.
Mickey Kim: Wall Street predictions are worthless, so here’s mine
Heeding “expert” predictions can be extremely dangerous and costly; such predictions should be considered “for entertainment purposes only.”
Peter Dunn: How to best prepare for natural disasters
Whereas I’m not anticipating a life of dodging wildfires here in the Midwest, it’s not too far-fetched to imagine other disasters impacting my ability to live the life I’ve dreamed of living.
Pete the Planner: Make a list of tasks to guide your financial decisions
If you’re going to take the time to set goals for this year, just make sure the goals matter.