Wealth and Wisdom: Week of September 28, 2026
Well, here we are, entering the final quarter of 2026. It’s been a predictably tumultuous year, and with nagging inflation, a prolonged war in Iran, mounting government debt, and a mid-term election to deal with, there’s reason to believe these final three months will continue to be a bumpy ride for investors.
A lot of people – especially those still working and building wealth – use this time of year to reassess their goals and expectations going forward. I’ll be sharing several resources with you between now and December 31 to help you make whatever adjustments make sense for your financial situation.
The key to financial success, however, is to build a long-term plan based on those goals and expectations and invest accordingly. Don’t let short-term fears and challenges distract you from carrying out the plan. Stay focused on the prize as you navigate through the background noise that will always be there.
By the way, if you don’t have a plan – whatever your age or financial situation – could there even be a better project to get done over the next three months?
The Fed recently hiked interest rates by a quarter percentage point. It’s good news for short-term savers – and not so good for borrowers. (Reading time: 5 minutes)
Soaring stock prices have triggered a wave of retirements. Is today’s euphoria setting them up for disappointment? (Reading time: 6 minutes)
Most of today’s wealthiest Americans have never been to Silicon Valley – and instead walk quietly among us. (Reading time: 5 minutes)
Warren Buffett just stepped down as chairman of Berkshire Hathaway. What he accomplished over a 60-year career is almost beyond belief. (Reading time: 4 minutes)
Buffett and countless other investors have followed this simple rule to build wealth and make it compound. (Reading time: 5 minutes)
Midterm elections can cause voter anxiety and market volatility – but history tells us much of what we should expect and how much it matters. (Reading time: 5 minutes)
$40 trillion is a lot of borrowing, especially compared with how much our economy produces. But how does it compare with what we’re worth? (Reading time: 3 minutes)
A graphical display of the 10 largest by revenue, how the list is changing, and how dominant U.S. companies have become in recent years. (Reading time: 2 minutes)
This strategy allows high earners to get more money into Roth IRAs – but a lot can go wrong if you don’t understand the rules. (Reading time: 8 minutes)
Even a life of leisure can turn into a rut. Here’s how to recognize it – and fix it. (Reading time: 5 minutes)
Words to the Wise
“Do not save what is left over after spending, but spend what is left over after saving.”
– Warren Buffett
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