The FIRE math is straightforward: save aggressively, invest consistently, and build a portfolio large enough to sustain your lifestyle indefinitely. But between your first spreadsheet
If you invested in energy infrastructure a decade ago, you probably remember Master Limited Partnerships. MLPs were everywhere. Financial advisors recommended them for their eye-catching
AI Capex and Portfolio Considerations AI-related capital expenditures contributed more to U.S. GDP growth in the first half of 2025 than consumer spending, a historic
For three decades, the 4% rule has served as a cornerstone of retirement planning. The idea is simple: withdraw 4% of your portfolio in year
Artificial intelligence infrastructure spending has become the engine of the American economy. In the first half of 2025, AI-related capital expenditures contributed more to U.S.
The 4% rule has become the unofficial gospel of the FIRE movement. Save 25 times your annual expenses, withdraw 4% each year, and you’re set
The federal government has announced significant changes to retirement contribution limits, tax brackets, and other key financial planning numbers for 2025. While some adjustments reflect
Portfolio concentration risk develops quietly. A single stock performs exceptionally well, your employer grants you stock options year after year, or you inherit shares from
As we gather around the Thanksgiving table this November, many of us naturally think about giving back. Whether you’re planning year-end donations or looking to
November brings Election Day. But if you own stocks, you actually have voting opportunities throughout the year. Many shareholders never realize they possess this power.
