We're living longer than any previous generation. The real measure, though, has never been the length of a life but the quality of it. And that raises a question that doesn't get asked often enough: is your financial life structured to support the kind of life you...
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The Investor’s Edge: Knowing What You Don’t Know
Mark Twain once observed that "it ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." Few insights apply more directly to investing than this one. There is a well-known framework describing four stages of learning. We...
Your Financial Countdown to Summer 2026
"Money is like gas in the car - you need to pay attention or you'll end up on the side of the road - but a well-lived life is not a tour of gas stations." Author Tim O'Reilly's observation feels especially relevant this week as inflation and conflict with Iran add...
Let’s Start With What’s Annoying You
April is both National Stress Awareness Month and Financial Literacy Month, which feels like a contradiction, since for many people, finances are the stress right now. We're just days past the April 15 tax deadline, AI FOMO is everywhere (because apparently we should...
Chasing a Magic Number and Other Ways To Fool Ourselves in April
April has a way of encouraging magical thinking. Some are convinced there's still plenty of time before the April 15th tax deadline. Others imagine a refund check or a raise will solve more than it actually will. And according to a new survey, Americans now believe...
It’s 2026: Where Are Our Flying Cars and Three-Hour Workdays?
In the 1960s, the TV show The Jetsons promised us flying cars, robot maids, and three-hour workdays. Six decades later, we're still getting stuck in traffic — but we're also carrying supercomputers in our pockets, talking to our appliances, and video-calling from...
What the Best Predictions Have in Common
Every year during March Madness, billions of dollars are wagered. A younger generation watches closely, absorbing lessons about prediction, risk, and reward that extend well beyond the brackets. Meanwhile, AI is reshaping industries, global conflicts continue shifting...
The Conversation You Almost Skipped
What if the most valuable meeting on your calendar this week is the one you're least looking forward to? It's mid-March, and there's no shortage of things competing for your attention. Spring arrives this week. Tax deadlines are approaching. And the world beyond our...
And Yet, We Persist
A bold-faced phrase from a New York Times article last week got my attention. It consists of only two words, yet it speaks volumes about facing the future: And yet. These two words introduce a life-changing perspective, especially in times of uncertainty. Financial...
What Every Generation Is Facing Now And How to Move Forward
Your future isn't waiting — it's being built here and now.Latest reports show Americans over 65 own a significant share of economic activity. So where does that leave everyone else? Millennials and Gen Z are rethinking careers designed for lifespans that stretch past...