U.S. Sen. Bernie Sanders of Vermont is taking on two California ballot measures, urging voters to reject Propositions 41 and 42 as a battle over a proposed billionaire wealth tax intensifies ahead of the November election. Sanders’ name appears in the opposition sections of the California Secretary of State’s official voter information guides for both propositions. Read the rest

All InsightsWeekend ReadingStrategyWheelersTruth about Leveraged ETFs, Europeans Still Locked Out of ETFs & Are You Ready for Retirement ChecklistOctober 16, 2026Raph & Francesca ShareI used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody.James Carville On this page ⭐ Featured📊 Portfolio Construction🎯 Active Investing📈 ETFs🏖️ Wealth Management🚲 Design Your Lifestyle💻 Tech & Economy💡 And Finally On this page ⭐ Featured📊 Portfolio Construction🎯 Active Investing📈 ETFs🏖️ Wealth Management🚲 Design Your Lifestyle💻 Tech & Economy💡 And Finally ⭐ FeaturedBanker on Wheels Resources BoW Premium Apps Part 2: My Poor Man’s Bloomberg, The Markets Hub – A Demo For Long-Term Investors Banker on Wheels Last week I told you about the Bloomberg Terminal I lost, and the handful of its functions a long-term investor actually needs: the backtest, the monitor, or the long-run assumptions. BackRoll, the backtest, came first. Today it is the monitor: the Markets Hub, the second pillar of Premium. What is it for? As I say in the video, we don’t have a crystal ball, so nobody can tell you what markets will do over the next two or seven years. Beyond that, the picture gets steadier. Long-run equity returns come from earnings growth and dividends – not market mood, like in the short to medium term – and for bonds high quality bond yields and currency hedging explain the vast majority of the returns. Those are numbers you can look up, and the hub collects them in one place, in your currency. This kind of tool replaces the noise. A look every couple of months beats a daily diet of headlines, which most investors feed on. It is built for planning your financial future, not trading. If you ever get lost, Golden Retriever mode keeps the essentials while the Banker mode shows every panel. The data updates daily, with views in multiple currencies. Show more BoW Premium Apps Part 1: I Lost My Bloomberg Terminal, So I Built BackRoll – A Demo For Long-Term InvestorsBanker on WheelsBond ETFs: They Lost Money, Yet Yields Are Highest in Decades: When Do They Protect Again?Banker on WheelsBond ETF Returns in 2027 and Beyond: After the Thunderstorm – Cost of Hedging & Expected Total Returns for Global Government & Aggregate Bond ETFs (Premium)Banker on WheelsWall Street Thinks You’re Dumb: The Rise Of Wise MoneyBanker on WheelsBoW Equity Guides: The Definitive Guide To Equity Index InvestingBanker on Wheels Europeans Locked Out Of ETFs (Updated): It took Vanguard 3.5 years to fix this for its most popular ETF. Here’s why everything else is still stuck. Banker on Wheels In June this year, I had a coaching session with a High Net Worth client from Athens. He is fluent in English, works in Big Tech, holds a postgraduate degree, and has been investing for a number of years. He

In 2026 I hit a milestone that seemed like a distant, foggy dream back in my corporate days: the ten-year anniversary of my retirement. If you want to go to the beginning and get the details on that blessed event, check out I Retired! There are some fond memories for me in that post! Anyway, my plan to celebrate this momentous occasion is to write several “10 Things” posts about retirement. So far, here are […]

A 7% interest rate looks like a wall to a lot of buyers, but Erika Brown sees a market where deals are landing $45,000 and even $150,000 under asking. In this episode, I sit down with Erika, a real estate investor and serial entrepreneur whose portfolio generates over six figures a year, for an update five years after her first appearance. Erika left banking, got her real estate license, and built a team. She went […]

After my posts on being broke again at 49 and feeling silent stress, some of you let me have it. Irresponsible. Reckless. Top of the market psychology. Fair. I asked for it. I appreciate the pushback because it forced me to look hard at my risk profile and explain it out loud. So here’s my […] The post Why Aggressive Venture Investing After FIRE Isn’t Reckless appeared first on Financial Samurai.

The scariest thing on a physician’s desk this October is the fourth-quarter estimated tax worksheet, propped against a 403(b) statement … Read more

This post was inspired by Rhys Martell the founder of Well Built Wealth. Rhys does a wonderful job of educating Canadians on all things retirement. I’ve learned a bunch from Rhys and several other advice-only planners. Rhys offered a video (shown below) offering six ways we can lower our taxes in retirement. While it’s a fantastic video, it’s also a good opportunity to ‘put it in writing’, and at times with a little more context. […]

Below are estimated United States retirement savings statistics by age for 2026, from the Federal Reserve’s 2025 survey (the newest data we have until roughly late 2029). You’ll find the average retirement savings by age, along with median, and top 1% of savings. For a fuller accounting of net worth as opposed to only savings for retirement, see our net worth by age research. Retirement savings benchmarks by age in 2026 The following chart summarizes […]