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Letters to a Young Investor: Lesson 10 — Lifestyle Creep
For many young professionals, there’s a moment that feels like a turning point. For the first time, you have the income to upgrade your life in ways that used to feel out of reach.
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Past Articles

Retirement: You know this, right?
Take our quiz to see what you know about Social Security, investment blends, dividends and more.

For What It’s Worth: Pony up
Investors may have to pony up fees, but it has nothing to do with horses.

Money Talk Quiz, August 2025
Test your investment savvy by taking our monthly multiple-choice quiz, based on insights from recent Money Talk Podcasts.

What We’re Reading
Trade-offs of overseas investments, risks of narrowing focus and possible inflation triggers – samples of what we’re reading.

Investing fundamentals: A shift in winds
“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”

Mid-2025: Foggy outlook, balance rules
Summer usually has clearer skies, but the financial forecast mid-2025 is clouded by tariff concerns, as Adam Baley explains.
