Mickey Kim and Roger Lee: MicroStrategy’s ‘infinite money glitch’ is an illusion
We do know there are many ways to invest/speculate in Bitcoin, including an illogical one.
Investing Column
Articles
Pete the Planner: A case study: how much you’ll need for retirement
There are three distinct reasons you specifically should aim for at least a $400,000 nest egg.
Jalene Hahn: Managing the transitions after our ‘lifequakes’
Half of our adult lives are spent in transition.
Mickey Kim: Stock market booming but beware of tax pitfalls
In difficult times, the hardest thing for long-term investors to do is to do nothing.
Pete the Planner: It’s time for you to take care of business
The truth is, we all have elements of our life where we either excel or struggle to stay as disciplined as we like.
Mickey Kim: Harris, Trump both live in economic ‘fantasyland’
Candidates love to hand out “goodies” like tax reductions and tinker with the economy to curry favor with voters.
Pete the Planner: Should you refinance your car loan? Probably not.
Car loans aren’t like those big, long mortgages where you save tens of thousands by shaving off a percentage point or two.
Jalene Hahn: The ‘illusion of control’ with legalized sports betting
Sports fans often fall prey to the “illusion of control” by thinking they have an edge because of their perceived knowledge of the leagues, teams and players.
Pete the Planner: Parents, your child’s money troubles aren’t your fault
It’s like watching someone walk a tightrope and realizing halfway across that they’ve never practiced before—and now they’re teetering on the edge.
Mickey Kim: People fret about elections; the stock market doesn’t
As the partisan storm increases in intensity, you might be tempted to make changes to your portfolio because of how you believe a short-term event like an election will impact the financial markets.
Pete the Planner: Here’s why net worth isn’t part of casual conversation
Talking about net worth also brings a harsh reality check.
Jalene Hahn: Improving financial literacy is a critical task at hand
According to a survey by Standard & Poor’s, only 57% of U.S. adults are financially literate.
Pete the planner: I need a hobby to distract me from work
I’ve never needed a hobby so badly in my life. It’s not that I have tons of free time that needs to be filled; instead, I need something to divert my brain’s attention when I’m not at work or spending quality time with my family. Left unaddressed, my brain triggers into fits of work spasms […]
Mickey Kim and Roger Lee: McD’s $5 Meal Deal is not a happy economic indicator
This initiative is meant to reaffirm McDonald’s commitment to value, a foundational element of its brand identity.
Pete the Planner: The wealth you can share is more than just money
Said in a different way, what if you returned leftover resources to the community pool?
Jalene Hahn: Interpreting the rules for inherited IRA distribution
In February 2022, the IRS issued proposed regulations, stipulating that IRA owners subject to the 10-year rule were also subject to a required minimum distribution (RMD), as well.
Pete the Planner: Why your personal finances are not really that personal
A stakeholder is any person or entity that has an interest or concern in the direction of an enterprise.
Pete the Planner: Know your black boxes and blank checks
But you do have the ability to know a lot more things about your financial life than you are currently attempting to know.
Jalene Hahn: Youngest boomers are unprepared for retirement
The Peak Boomers Impact Study details how most of the individuals in the last segment of the baby boomers are not financially prepared and cites different factors that contributed to their precarious financial position.
Mickey Kim: Debt indispensable, but addiction can be devastating
The challenge is determining an “appropriate,” or responsible, level of debt or leverage.