Personal finance reporter @business @wealth | Views are mine, all mine | [email protected]
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Joined January 2008
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A new book argues that personal finance is “rigged,” with fees, traps, and complex products that saddle ordinary consumers while the wealthy reap the benefits bloomberg.com/news/articles/…
Retirees are on a self-imposed fun diet. It's tough to balance FOMO -- didn't we save all this money in order to enjoy retirement?!? -- with FORO, the fear of running out of money (as Pru's David Blanchett put it). bloomberg.com/news/articles/…
Where to invest $1 million now? (Hey, we can dream.) Experts point to opportunities including robotics, banks and Chinese chips. (And also to Corvettes, Puglia and Vancouver Island.) Thanks to BCA's Marko Papic, JPAM's Gabriela Santos and Garrett Melson from Natixis for the ideas! bloomberg.com/features/2026-…
As anxiety creeps in about the future and their finances, Gen Zers have started outpacing other generations in saving for retirement bloomberg.com/news/features/…
The father of the 401(k) says the retirement plans mainly benefit high earners. His new savings plan aims to help less wealthy workers. bloomberg.com/news/features/…
The lure of private equity among ordinary investors has intensified with the immense riches created by SpaceX's IPO. Please resist, says @AllisonSchrager bloomberg.com/opinion/articl…
From Nvidia’s stock to gold and oil to a vintage Ferrari, here’s where 3 experts would deploy $100,000 now bloomberg.com/features/how-t…
Will your next financial adviser be named Claude?? Wealth management can be a cushy white-collar job, but as AI makes advancements, workers in these roles look more vulnerable to replacement than ever bloomberg.com/news/features/…
Our many-months-in-the-making interactive Retirement Countdown guide, w/tips for people from 30 to 1 year away from retirement, is out! Tax tips, planning and investment moves, mistakes to avoid and more. I hope it helps set you up for a richer retirement.
bloomberg.com/features/retir…
As AI rapidly evolves, betting on its future can be both exciting and perilous. Here’s where experts including @CathieDWood see the most opportunity. bloomberg.com/news/features/…
Where to invest now? Ideas from BNY Wealth's Sinead Colton Grant,TwinFocus's John Pantekidis, Leverty Financial's Michael Leverty & Presilium's Jerry Davidse range from US tech to value plays abroad, small-caps, munis and good old 10-year Treasuries. bloomberg.com/features/how-t…
Suzanne Woolley retweeted
Americans may not like paying higher taxes, but they'd gladly do so if it means keeping Congress from cutting Social Security benefits, says @keds_economist trib.al/asZXNaS via @opinion
Suzanne Woolley retweeted
This really does feel like something you’d look back on and be like:
“obviously we were near the top. People were bragging in news articles about dumping stocks to buy bitcoin with their kids’ college funds”
Either a paradigm shift or ‘toppy’ behavior 🤔
Courtesy of @cfb_18
Saving enough to retire is tough, and Gen X is feeling the heat. Their challenges reflect financial issues many Americans grapple with in our imperfect retirement system. We commissioned a Harris Poll & spoke to Xers about their struggles.
bloomberg.com/news/features/…
It takes a $270k salary & $5.3M net worth to be financially successful?! Yikes. Almost everyone I know is unsuccessful, by this survey’s measure. A crazy-high bar. bloomberg.com/news/articles/… via @wealth
Happening soon!!
🗳️ What does the US election mean for your money?
Bloomberg News experts will answer questions on how the race will impact the economy, businesses & financial markets in a live Q&A on Oct. 30 at 10:30am ET for subscribers.
📧 Send questions: [email protected]
