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MiB: Gretchen Morgenson on Private Equity

The Big Picture

She (and coauthor Joshua Rosner) recently published “ These Are the Plunderers: How Private Equity Runs―and Wrecks―America.” They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. taxpayers 180 billion dollars per decade.

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ATM: Mutual Funds vs. ETFs

The Big Picture

ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? On today’s edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Mutual funds or ETFs? Listen to find out which is right for you.

Taxes 166
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The Challenges Of Being A Long Term Investor

Random Roger's Retirement Planning

Have you ever heard/read something like, if you'd put $1000 into some stock 25 years ago and just held it, you'd have some huge dollar amount today? There are plenty more than the few I drew into the chart but want to make a simple point about how difficult holding a stock can be. There are of course many definitions.

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Check Your Social Security Right Now

Random Roger's Retirement Planning

The Social Security Administration wants us to know how much we should be receiving when our time comes. The layout of the PDF makes the dollars involved much easier to understand too. Before, the site had a slider you would move to 65 or 68 or whatever and it would show you the dollar amount for what you slid to.

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No One Will Care More About Your Retirement Than You

Random Roger's Retirement Planning

Bloomberg had an editorial board piece about the dire state of Social Security along with a couple of ideas about how to solve the problem. In a somewhat related note, Humble Dollar recapped some living in retirement ideas from Bill Bernstein. My primary objective is that if I die young my wife would have the largest payout possible.

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"How much money should I have saved by 50?"

Random Roger's Retirement Planning

Instead of focusing solely on how much money we should have by some random age, I would also add in some different types of benchmarks that I believe are very important. It was sort of a list of important but not really new ideas. What would you do if your money had to start producing an income five years earlier than you were expecting?

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At the Money: Is War Good for Markets?

The Big Picture

February 14, 2024) What does history tell us about how war impacts the stock market? To help us unpack all of this and what it means for your investments, let’s bring in Jeff Hirsch. Why the Dow Jones Will Hit 38,820 and How You Can Profit From It.” But not only did he turn out to be right, by 2000, the move was 1000%.

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