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Letters to a Young Investor: Lesson 8 — Politics & Markets
Your investments should reflect your financial plan, not your political affiliation.
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What We’re Reading
AI’s size and impact, innovations on ETFs, debt burdens compared, long-term balance and what keeps the economy going.

Letters to a Young Investor: Lesson 2 – Consistency
You don’t need a windfall to build wealth. What you need is rhythm, patience and repetition.
2025 Investment Outlook Seminar References
Additional Information sources for the 2025 Investment Outlook Seminar video

Shutdown fogs moment of clarity
The prospects of a prolonged government shutdown have let the fog roll back in on investors’ uncertainty over rates.

Heads Up: Don’t panic. Scam aftermath
If you suspect you have fallen for a scam, don’t panic. But take quick steps to minimize the damage. Tips from Jason Scuglik.

Retirement quiz: See if you pass
Why plan for RMDs? How do rate cuts affect bonds? How Social Security adjusts for cost of living. Our latest retirement quiz.
