I have long had a crush on Hetty Green. Not a romantic one: Green lived a century ago, and not even my imagination is that deluded. Rather the type of infatuation that kids have for their favourite Harry Potter character or that billionaire tech bros have for Ayn Rand. Kind of fun to think about, … Read more
A reader asks: Are there any changes we can make today that would reduce the risk or exposure to potential risk if the federal government causes a recession in 2025? I’m trying to determine if I should adjust my 401k allocations to be less equity and more fixed income in case the stock market goes … Read more
A reader asks: My wife and I plan on selling our house once my youngest graduates high school in 2.5 years. My wife is pushing for us to sell it this Spring of 2025 instead of waiting until Spring of 2027 because she believes home prices will be down considerably in 2027 due to Trump’s … Read more
A reader asks: My asset allocation has been fairly conservative because the market run-up in 2020. My primary thesis is that the market is overvalued, and the one approach I can hold myself in equities in any respect is to have a 60/40 inventory/bond allocation. One factor I like about having the 60/40 break up … Read more
