Further Reading
Learn more about your financial interests.
Planning for the Price of Power
Hayek’s “Use of Knowledge in Society” illustrates the profound challenges that well-meaning but arrogant market planners have faced from…
The AI Tsunami for Workers and Investors
Oxford’s 2013 study estimated that “47% of U.S. occupations were at high risk of automation.” Techno-Marxists fret that AI will wipe out jobs of all but…
Henry David Thoreau in the Santa Cruz Mountains
Five years ago, I was a poor tax accountant who lived with a city-loving wife in Santa Clara and a cheap rental I had obtained for $169k. Yet…
Cost Cutting for Affordable Obamacare
In 2010, President Obama mandated insurance with tax supports in state “exchanges” covering all but corporate employees, the elderly or…
Medicare and Medicare Advantage Planning
Medicare Open Enrollment is Oct. 15 to Dec. 7, but you can switch Medicare Advantage Plans between Jan. 1 and March 31. At age 65, most people…
Zoomers on the Rise: How Gen Z Is Reshaping Financial Independence
Zoomers adapt! Generation Z, born 1997-2012, grew up fearing the 2008 failure of centralized financial institutions and the insecurity of…
Planning for Longevity
I now ask planning clients about time more than work cessation after 65. Sadly, my father just disappeared into television and disease quickly with…
Investing Strategies in President Trump’s Economy
Trump imposed tariffs that Yale’s Budget Lab averages at 18.3%—way higher than 2% under Biden. Damn the numbers, Trump says…
Emerging Markets Investments
Trump tariffs (roughly 25%) punish American consumers, suppliers and foreigners (who will seek new customers), so investors turn to…