Mickey Kim: Take it from Buffett, ‘Never bet against America’
It’s important to note that, while stock prices can be extraordinarily volatile (like recently), the intrinsic values of the underlying businesses are much less so.
Investing Column
Articles
Pete the Planner: For retirement, align your risk tolerance, capacity
Most people don’t spend enough time scrutinizing how much capacity for risk they have.
Jalene Hahn: Should I worry now? Maybe. At least be prepared.
I wish I could predict the future, but even though my crystal ball has been in the shop several times, it still remains cloudy.
Peter Dunn: Financial stability allows for risk-taking, dream chasing
Personally, my top three career accomplishments have nothing to do with money.
Mickey Kim: Sudden-death aversion leads to “suboptimal” choices
The process-oriented coach or investor takes the action with the highest chance of success.
Pete the Planner: You just don’t need a lot of money to retire successfully
The average American won’t be successful in retirement because they happen to have a lot of money. Instead, the average American will be successful in retirement because he or she doesn’t need a lot of money.
Hahn: Protect your wallet before falling in love
When you’ve been hit by Cupid’s arrow, you need to make sure your finances come out intact even if your heart doesn’t. The financial stakes are generally higher for individuals over 50.
Investing: 2021 was a high-return, low-volatility ‘unicorn’
Investors should expect more modest returns in 2022.
Mickey Kim: Investors should resolve to ‘KISS’ in 2022
Investors consistently hurt themselves with wrong-footed attempts to “time the market” and by chasing past performance, when they would be far better off to “keep it simple, stupid,” or KISS.
Kim: Zillow’s crash reveals danger of algorithms, ‘gamification’ of market
Algorithms are cheap, don’t eat much and never get sick. However, as Zillow can attest, they can also kill you.
Pete the Planner: If you’re dependable, you’ll be better with money
We all know certain people who, at their deepest core, are dependable. We trust these people, and we typically give them opportunities to help us accomplish what we need to accomplish.
Mickey Kim: MIT’s ‘Beer Game’ explains panic’s impact
COVID revealed the fragility of the global supply chain; when it’s broken, it’s all over the headlines. When you can’t get what you want, it’s all you think about.
Pete the Planner: Now is not the time to pull money from the stock market out of fear
Knowing when to get back in is significantly harder than knowing when to get out. This is why I choose to do nothing different.
Jalene Hahn: How to navigate Medicare open enrollment time
Medicare coverage is complicated. For many, reviewing current plan coverage and making a change brings uncertainty and confusion.
Pete the Planner: Should your home’s equity be included in your net worth?
There are at least four common uses for an annual net worth calculation. And depending on the purpose of your calculation, you might or might not decide you want to include your home equity.
Mickey Kim: Don’t be spooked by fears of another ‘taper tantrum’
As the calendar flips to October, investors will face various scary “ghosts and goblins,” including the collapse of one of China’s largest real estate developers (China Evergrande Group), the recurring brinksmanship over raising the debt ceiling to forestall a government default/shutdown, and the Federal Reserve’s removing pandemic-related emergency measures.
Pete the Planner: Many Americans are overly confident about their retirement—and that’s no joke
For instance, roughly seven of 10 pre-retirees plan to work for pay as a means for retirement, while in retirement. When in reality, the 2021 survey finds just over two in 10 retirees end up working for pay as a source of retirement income.
Jalene Hahn: Why you need to uncover your relationship to money
Identifying your money stories and messages is the first step to being able to change unhelpful thought patterns and move toward a healthier relationship with money.
Pete the Planner: Loosen purse strings for experiences, not stuff
Dear Pete, My husband and I realized we may have a weird little conundrum. We got into a zone in our early and mid-50s in which we lived frugally in order to secure a sustainable retirement. Now we’re retired, and we’re afraid we’re squandering some very active and healthy years due to the frugal habits […]
Mickey Kim: Will ‘disruptive innovation’ prophet’s flock need an ‘ARK’?
ARK Innovation was up a stunning 147.8% in 2020 (versus the S&P 500 total return of 18.4%), which led to Wood’s assets under management surging from less than $10 billion at the end of 2019 to almost $85 billion today.