Personal Finance

Should You Follow Buffett’s Latest Portfolio Moves?

Should You Follow Buffett’s Latest Portfolio Moves?

Key Takeaways In the second quarter of 2025, Berkshire added healthcare and cyclicals (including a new stake in UnitedHealth (UNH) while paring its megacap tech exposure, including Apple (AAPL) and a major bank. 13Fs are delayed and partial; they’re best for studying process and price discipline, not for trying to robotically mirror a famous institutional […]

Should You Follow Buffett’s Latest Portfolio Moves? Read More »

2026 is Almost Here: Is Your Portfolio Ready for These Investing Changes?

2026 is Almost Here: Is Your Portfolio Ready for These Investing Changes?

There’s never a dull moment for investors, between the earnings calendar, economic data and Fed meetings. And these days, the breakneck speed at which news is hitting the wires means we need to stay even more nimble. Some of these developments – such as the rapid shifts in tariff policy and on-again, off-again trade wars

2026 is Almost Here: Is Your Portfolio Ready for These Investing Changes? Read More »

Average Savings for 55 to 64 Year Olds Nearing Retirement Age Revealed—What Does It Mean for You?

Average Savings for 55 to 64 Year Olds Nearing Retirement Age Revealed—What Does It Mean for You?

Where Else People Age 55-64 Are Saving Money Asset % Households with Asset Median Value for Asset Holders Savings Bonds 8.5% $3,000 CDs 6.6% $25,000 Stocks (directly held) 19.2% $30,000 Retirement Accts 57% $185,000 Bonds (directly held) 1.2% $400,000 Source: The Federal Reserve’s “Survey of Consumer Finances” (2022) “Directly held” means the asset is not

Average Savings for 55 to 64 Year Olds Nearing Retirement Age Revealed—What Does It Mean for You? Read More »

Why Buffett Thinks Most Investors Make It Too Complicated

Why Buffett Thinks Most Investors Make It Too Complicated

Key Takeaways Warren Buffett’s key to investing is simple: own good businesses or index funds and hold them for the long term. Avoid trading in and out of positions. Costs, taxes, and churn are stealth portfolio killers. Warren Buffett’s key to successful investing is deceivingly simple. You don’t need to predict GDP, call rate cuts,

Why Buffett Thinks Most Investors Make It Too Complicated Read More »

Why More Americans Are Redefining Retirement, Just Like I Did

Why More Americans Are Redefining Retirement, Just Like I Did

For generations, the American Dream meant working diligently for decades, building a nest egg or earning a pension and retiring in your early 60s to enjoy a life of leisure. This became increasingly popular following Social Security’s introduction of early retirement at age 62. It was a milestone workers could count on, a promise of

Why More Americans Are Redefining Retirement, Just Like I Did Read More »

ACA Open Enrollment Starts Nov. 1—Here’s How to Choose a Plan If You’re Price Sensitive

ACA Open Enrollment Starts Nov. 1—Here’s How to Choose a Plan If You're Price Sensitive

Key Takeaways Open enrollment for 2026 health insurance coverage through the Health Insurance Marketplace runs from Nov. 1 through Jan. 15. If you want to ensure you’ll be covered on Jan. 1, you’ll need to meet a deadline of Dec. 15. With expanded ACA subsidies set to expire at the end of this year—the issue

ACA Open Enrollment Starts Nov. 1—Here’s How to Choose a Plan If You’re Price Sensitive Read More »