There’s No Better Way to Put Time to Work for You
Over the weekend I received this email from a client:
Hi EJ,
My recently departed friend, George B. of Putney, Vermont was a volunteer driver delivering...
Warren’s Tax Plan to Pay for Medicare for All is Finally Here
After avoiding questions about her plan to pay for Medicare for All throughout the campaign, Elizabeth Warren has finally unveiled a new tax plan...
California’s Tax Increases Spur 40% More Wealthy Residents to Leave
Just how long will wealthy Californians accept being used as an ATM machine by the state's legislators?
For years Democrats have said their ever-increasing taxes...
Fidelity Ends its $500M Relationship with Ken Fisher
Darla Mercado reports at CNBC:
Fidelity has terminated a $500 million relationship with Fisher Investments, bringing the total yanked from the money manager to almost...
Your Retirement Life: Thank You EJ from Kodiak, Alaska (Part II)
You may have read about my client Dr. Lee earlier this week, how we’ve been working together for 16 years, and the story behind...
You’ve Read The Last Issue of Intelligence Report, Now What?
UPDATE: It's been two years now since the last issue of Richard C. Young's Intelligence Report, and the more things change, the more they...
My Battle-Hardened Stock Market Strategy for the Worst of Times
In September of 2014, I explained to readers my battle-hardened strategy for dealing with the worst of times in the stock market. My strategy...
The FIRE Movement by the Numbers
The financial industry is full of anecdotes and stories by writers (myself included) providing their own perspective on events. The FIRE (financial independence, retire...
Don’t Be a Bettor, Be a Planner
In April of 2011, I wrote:
My job is to help you separate fact from fiction and lay out a game plan for you and...
The IRS is Coming after Your IRA with this Hidden Tax
More sausage is being made down in Washington D.C.—never a good thing especially when “revenue” and “IRA” are used in the same sentence.
It’s called...