Archive for January, 2022
BITCOIN BECAME 50% OF BILL MILLER’S NET WORTH LARGELY THROUGH GAINS FROM EARLY PURCHASES. NOW WHAT?
A few weeks ago a WEALTHTRACK interview with legendary value investor Bill Miller garnered a tremendous amount of interest because he talked about his outsized position in bitcoin in his personal portfolio, approximately 50% of his unencumbered net worth. Miller uses leverage in his personal portfolio.
Continue Reading »FRANKLIN: PANDEMIC PLUSES
How has the pandemic changed your life? Personal finance expert Mary Beth Franklin cites an improvement and blessing.
STRATEGIES TO MEET CHANGING RETIREMENT GOALS FROM PERSONAL FINANCE EXPERT MARY BETH FRANKLIN
The Covid pandemic has caused many of us to reassess multiple aspects of our lives: where we live and work, how we spend our time and money, and who we spend our time with. It has also had a big impact on retirement planning. According to a comprehensive study, first conducted in 2019 by Edward Jones and Age Wave and updated several times since, there are four pillars to a fulfilling retirement: health, family, purpose, and finances.
Continue Reading »BENZ: CAREER MOTIVATION
Morningstar’s longtime Director of Personal Finance, Christine Benz never loses her enthusiasm for the job. She explains what keeps her motivated.
Continue Reading »RISING INFLATION, INTEREST RATES & EXPENSIVE MARKETS CALL FOR REASSESSING RETIREMENT PLANS
One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a name. It’s called “The Great Resignation.”
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