Mickey Kim: Buffett’s letter on earning true riches an instant Thanksgiving classic
Thankfulness doesn’t ignore hardship; it helps us see what’s still good and builds the resilience to keep going.
Investing Column
Articles
Pete the Planner: 3 simple reasons why your father is a millionaire
Before you assume they were secret geniuses, let me tell you what is actually going on.
Jalene Hahn: Pressing priorities, high living costs disrupt retirement savings
The challenge is finding an adviser that can help you navigate the interplay between current competing spending priorities (housing, student debt, child care, medical and caregiving responsibilities) and making smart investment choices to provide for ever-escalating future spending needs.
Pete the Planner: You’ll know your appetite for risk when market falters
Part of what’s thrown off our sense of risk is how resilient the market’s been to bad news.
Mickey Kim: To master art of spending, write a ‘reverse obituary’
How do we figure out what truly adds value to our lives versus what just feeds the status beast?
Jalene Hahn: The options, pitfalls of retirement distributions
Perhaps the best-known distribution plan is the “4% rule,” which makes room for cost-of-living adjustments.
Pete the Planner: Lower rates are great, if you know what you’re doing
For upper-middle and upper-income families, lower rates are more than cheaper monthly payments. They’re levers.
Jalene Hahn: The 4% retirement rule can be supercharged
To arrive at the 4% rate, Bengen studied historical market returns covering 50-year periods beginning in 1926 and ending in 1992.
Pete the Planner: Retirement is a skill, not a time to let down your guard
You can step into retirement without being good at personal finance.
Mickey Kim: Danger: Private funds are salivating over your 401(k)
America’s 401(k) system controls over $12 trillion in retirement assets, the single largest reservoir of investable long-term money on the planet.
Jalene Hahn: Deciding when to sell requires disciplined mindset
Knowing when to sell an investment is just as important as knowing when to buy.
Peter Dunn: Your HR department needs to be ready for anything
In the business world, we like to pretend that HR is a utility—something we plug into the wall when we need a solution.
Mickey Kim: Could 315-year-old British law sink U.S. sports betting?
This distinction isn’t just marketing. It’s a legal lifeline.
Peter Dunn: Know your real expenses before making retirement plan
Which is exactly why my goal is to have less income in retirement than I require as a working person in the prime of my career (or past my prime—whatever).
Pete the planner: You can learn from others’ failures but consider the context
To no surprise, I’ve spent the last 30-some years attempting to learn from the mistakes of others, so that someone else’s pain could end up being my gain.
Mickey Kim: Roller coasters feel scary, but they lead to market gains
Some people hate roller coasters.
Pete the Planner: None of your investments will pay off without investing in health
I’m getting older, and I want to be as mobile and active as possible for as long as possible.
Jalene Hahn: Robo-advisers are cost-effective, simple but suffer from myopia
Their automated approach leaves little room for adaptability or specificity that comes from working with traditional financial advisers.
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
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.