Wealth & Family Office News
Real articles from named mainstream outlets. Every headline links to the original story at its source — nothing here is written by this site.
We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it? ↗
”We don’t live lavishly, and sometimes we both think maybe we could upgrade a few things.”
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers. ↗
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
Airbnb has added thousands of new hotel listings. Will that ruin its charm? ↗
The home-rental company is leaning into hotels and third-party amenities to transform into a “one-stop shop” for travel.
Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened ↗
Canada’s post-2008 playbook shows the volatility risks of Warsh’s no-guidance Fed.
‘The market is obviously on fire’: Should I take $1,000 from my brokerage account to pay off my car loan? ↗
“I’m curious whether there’s a downside.”
As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back ↗
A photonics-themed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycle.
Is $1 million enough for a household to retire? The answer keeps changing. ↗
“Some readers — and couples — would be grateful to retire on half that amount.”
Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years ↗
Well’s Fargo’s sentiment indicator reached 1.4 in August, its most since January 2018.
These 11 midcaps are popular right now among investment newsletters but not because of sweet-spot market valuations ↗
Bigger than small caps. Smaller than large caps. Are they, as in the fairytale, “just right”?
‘I unexpectedly came into some money’: Is putting $20,000 into CDs a smart move? ↗
“I want to make the process as straightforward as possible for my beneficiaries to access the funds.”
Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure ↗
Nvidia late Monday announced a partnership with seven Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI infrastructure.
‘Her bank accounts were stripped bare by Medicaid’: My late friend had $20,000 in credit-card debt. Will her life insurance pay for it? ↗
“She left behind a 30-year-old son and 32-year-old daughter.”
Rocket Lab reveals some big plans, but its stock is dropping on mixed earnings ↗
The company is looking to expand its reach in Europe and building up its backlog.
This is the ZIP code with the hottest housing market in the country right now ↗
Today’s residential real-estate market is not for the weak, observes one buyer in what Realtor.com is calling America’s hottest ZIP code.
EBay may dodge a GameStop takeover — but there’s a new twist in the Ryan Cohen saga ↗
Bloomberg says GameStop could propose collaborating with eBay in some way other than a merger. Some analysts doubt whether eBay would benefit much from that sort of deal.
Archer strikes deal with Boeing in latest bid to transform aviation through AI ↗
Archer Aviation’s stock is flying higher after the company agreed to buy three business units from Boeing.
Apple’s stock could underperform, especially without an ‘all-glass’ iPhone, this analyst warns ↗
A Jefferies analyst says that it may be harder than it looks for Apple to roll out dramatically more expensive devices in a bid to boost profitability.
Intel plans to sell $15 billion worth of stock after it has risen 400% in a year ↗
The company said it sees growth opportunities in physical AI, custom chips and advanced packaging.
This Nvidia change could spell good news for Micron ↗
An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory.
SpaceX’s stock moves above its IPO price for the first time in almost a month ↗
SpaceX shares have been clawing their way back in recent days but remain well off their highs.
Wall Street thinks inflation is under control. Here’s why investors shouldn’t buy it. ↗
Uncle Sam needs inflation, not just economic growth, to escape today’s debt crisis.
I looked into buying a house in Singapore as an investment. Here’s why I didn’t — despite the 2% mortgage rate. ↗
Home-loan interest rates in Singapore are less than 2%, while in Japan they’re around 1% or even lower. That’s in stark contrast to mortgage rates in America and Australia, which are over 6% on average.
Workers are worried, but there’s no sign AI is muscling people out of their jobs on a massive scale ↗
Mark Zuckerberg says we’re lucky to live in an “incredible moment,” but many workers are having a hard time stomaching the uncertainty.
Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech ↗
For years, the S&P 500’s earnings engine had only one driver: the “Magnificent Seven.” This quarter, the rest of the market has started pulling its weight.
Microsoft’s stock is charging back. Here’s the case for it to rally another 30%. ↗
Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach.
‘I want her to choose the best strategy’: My wife’s Social Security is just $900. Should she claim spousal benefit at 62? ↗
“She was a teacher at a school district, so didn’t put much into Social Security.”
The U.S. economy is shedding jobs. Here’s why that’s good news for stocks. ↗
A weaker labor market may mean the Federal Reserve can cut interest rates amid benign wage inflation, says 22V.
Berkshire Hathaway finally started spending its nearly $400 billion in cash — on one stock it knows very well ↗
Berkshire is buying its own stock after years of building up a cash pile. Not everyone is excited.
‘My wife and I are both retired’: Do we dip into our $2.3 million fund to pay off our $300,000 mortgage at 2.9%? ↗
“Right now, we’re withdrawing about $100,000 a year from our investments.”
Are target date funds aggressive enough to give Americans retirement savings that last their lifetimes? ↗
The popular default investments may need to be more aggressive in order to fund decades of retirement.
How can we minimize taxes in retirement with a $2.3 million nest egg — while buying homes in Florida and New England? ↗
Timing is everything when balancing retirement distributions and moving across state lines.
Don’t worry about what other people have saved for retirement. Here’s how to find your perfect number. ↗
Don’t compare your nest-egg balance to a number that doesn’t actually mean anything. Instead, do this calculation to see if you’re on track for retirement.
Mark Zuckerberg takes on the AI doomers in 6,500-word essay ↗
Meta Platforms CEO Mark Zuckerberg has a response to the gloom about artificial intelligence coming from both inside and outside the industry: AI will be helpful for both the economy and society.
U.S. stock futures flat as investors await inflation data, grapple with more Iran uncertainty ↗
U.S. stock-index futures were little changed on Sunday, after new demands from Iran raised fresh doubts about the Strait of Hormuz reopening anytime soon and as investors await key inflation data later this week.
‘I’m easing into retirement’: I’m getting an $80,000 pension payout. Where can I invest it safely? ↗
“I expect to have several years before I take distributions from my 401(k) account.”
If I marry my girlfriend, 67, will she lose her Supplemental Security Income and divorced spouse benefits? ↗
“She has been living with me for four years.”
The number of stocks beating the S&P 500 is the highest in 4 years. Why that number should rise. ↗
For the first time in four years, the average stock is beating the stock market.
S&P 500 sales growth is at a nearly 5-year high. Here’s what’s behind the surge. ↗
Energy companies in the S&P 500 have put up a 42.5% revenue gain in the second quarter, powering the index’s sales performance.
‘I don’t wish to be cold-hearted’: My elderly relative can no longer care for himself. Am I wrong to leave his care to the state? ↗
“He has never been particularly generous or nurturing.”
I got two email invitations from friends. Is this a phishing scam — or am I suddenly popular? ↗
“I was surprised — and flattered — to find myself on the guest list.”
‘I’m in my peak earning years’: I’m working beyond 70. Will that help increase my Social Security? ↗
“I plan to retire at the end of my 70th year and transition to Medicare.”
I’m an unemployed software developer who is skeptical of AI. Can I still find a job in tech? ↗
“I was approached by one company who wants to use AI to dispatch ambulances.”
If I buy a house for $1 million in cash at 70, will I run out of money by 90? ↗
Buying a house late in life means you might not reach the break-even point that would make it better financially than renting.
Here’s why Wendy’s is losing the burger wars ↗
Wendy’s new CEO is embarking on a turnaround initiative, while acknowledging that issues around food quality and service have turned customers away.
My brother asked me to sign as his executor, but wouldn’t let me read the document. Should I have refused? ↗
“I imagine scenarios like this happen more often than people realize.”
SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say ↗
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein.
Trump is trying to fire Lisa Cook again. He still wants to stack the Fed with his allies. ↗
Two months after he was blocked by the Supreme Court, President Donald Trump has resumed his effort to oust Federal Reserve governor Lisa Cook as part of an effort to stack the central bank’s board with more allies.
The smart way to invest in gold right now as the dollar slips ↗
Also in Weekend Reads: Kevin O’Leary’s investing strategy, a 9% dividend paired with lower stock-market risk and advice from the Moneyist.
Palantir’s stock stages best week since 2024 — showing it’s no longer an ‘AI loser’ ↗
Booming demand for Palantir’s AI solutions is restoring confidence in the company.
Two reasons why Nvidia’s stock saw its biggest weekly surge in more than a year ↗
The chip maker recorded its largest-ever weekly increase in market capitalization.
SpaceX’s stock just had one of its best days ever — with the first lockup expiration now behind it ↗
Stocks often come under pressure once insiders are able to unload shares — but in the case of SpaceX, that risk may have been already priced in.
U.S. economy unexpectedly lost 23,000 jobs in July ↗
Nonfarm payrolls were projected to increase by 83,000 in July while the unemployment rate would hold steady at 4.2%, according to the Dow Jones consensus.
Here are three key takeaways from the disappointing July jobs report ↗
Nonfarm payrolls in the U.S. unexpectedly declined in July, but so did the unemployment rate, leaving investors with mixed signals.
The July jobs numbers are due out Friday. Here's what to expect ↗
Nonfarm payrolls are expected to post a gain of just 83,000 with an unchanged unemployment rate at 4.2%.
Private companies added just 44,000 workers in July, below expectations, ADP reports ↗
Hiring at private companies slowed considerably in July, with most of the job growth coming health care.
Europe is blowing up riverbeds as an extreme drought wreaks havoc on its economy ↗
Severe drought is disrupting energy and freight across Europe as low Rhine and Danube levels raise risks for supply chains and economic growth.
Manufacturing survey shows inflation worries 'worse than pandemic era,' adding to Fed pressure ↗
The commentary pointed to a highly volatile environment in which purchasing managers were struggling to stay ahead
As Warsh’s Fed faces pressure to act on inflation, these indicators show it’s at its lowest in years ↗
Trimmed mean measures are painting a different picture than the headline numbers.
China's factory activity unexpectedly contracts in July on demand slump, typhoons ↗
China's factory activity unexpectedly contracted in July, as the export rush that powered a second-quarter rebound began to unwind.
U.S. economy slowed to 1.5% growth rate in Q2; June core inflation at 3.3% ↗
While the GDP number was below expectations, the miss appeared to come from a decline in federal government spending and inventories.