The Good Thing About Hard Things
Fair warning. If we’re going to use AI, we need to do something to maintain cognitive fitness… but what?
Deficits: I cried wolf . . . and the Wolf Showed Up
Three potential paths to Good Governance – which we are sorely lacking.
A Future Congress Will Have to Fix Social Security
It’s so simple: “Closing the gap would require… a higher payroll tax rate or taxable wage cap… [and/or] a later retirement age or slower cost-of-living adjustments.”
Why Do Older People Have Most of the Money?
If you are young and not yet wealthy… practice patience. A large part of the inequality we see is a function of age (time accumulating) and compounding.
Valuation Spreads Continue to Favor Value Stocks
“Value” still looks valuable from a long-term perspective. Or… maybe “Growth” is just overextended?!?
__________________
Whatever your age, if you seek financial independence, then there are three things you need:
1. Your independence number
2. A resilient “all-weather” portfolio – what we call a Mindful Portfolio
3. A responsive withdrawal process – what we call Mindful Management
If you are not clear about any of these items, I hope you will join us for our Financial Independence Bootcamp where we will answer each of these questions together.
Always reading, always learning, Jonathan hand-selects these articles for readers each week. To view Jonathan’s curated articles from previous weeks, CLICK HERE.
