Be Wealthy & Smart

Discover if consumer confidence is flashing a warning sign. Explore the latest shift in consumer attitudes, the economic forces influencing those views, and why the disconnect between perception and behavior could provide important clues for investors about where the economy and markets may be headed next.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT...

Discover why real estate buyers are changing behavior. The housing market is sending some interesting new signals as buyers, homeowners, and lenders adjust to an environment that continues to challenge affordability. We look beneath the latest numbers to uncover changing consumer behavior, what it may be telling us about the housing market, and an important financial lesson for anyone making a major decision involving debt. 

A...

Discover why stock market leadership is broadening and where to invest for future gains. For much of the last several years, mega-cap growth stocks have dominated investor attention. Some completely different areas of the market have quietly been producing exceptional returns.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest...

Discover why luxury travelers are taking a fallcation. Wealthy consumers continue to show strong willingness to pay for premium experiences. Luxury hotel pricing power remains strong, even as nightly rates rise dramatically. The shift could extend the travel season and benefit businesses serving affluent consumers.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compoundi...

Discover if the job market and the economy are weakening, why the underlying details may matter more than the headline number, what steady wage growth tells us about the economy, and why a cooling labor market could complicate the Federal Reserve's interest-rate decisions.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can...

Discover if companies will continue delivering exceptional results. The stock market has surged to new highs, but investors are now wondering whether the momentum can continue as we head into the historically volatile fall months. Beneath the headlines, an important shift is taking place that could have major implications for where stocks go next.

Are you on track for financial freedom...or not?

Financial freedom is a combinat...

Discover what Fed Chairman Warsh is signaling to investors. The investment landscape may be changing, and understanding what the Fed is signaling could help you recognize both the risks and the opportunities ahead.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and ...

Discover the latest inflation report and 7-year inflation numbers. With several important forces pulling the economy in different directions, this is a pivotal time to understand the bigger picture, tune out the daily noise, and focus on the trends that could have the greatest impact on your wealth.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT Formul...

Discover the next potential hotspots in commercial real estate. Some smaller markets are worthy of investors taking a look at. The leading commercial real estate markets may surprise you. 

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If yo...

Discover how pets are budgeted as family members. A new survey reveals just how far owners are willing to go to protect their pets, including making sacrifices in their own spending and making long-term plans for their animals. But beneath the heartwarming statistics is a surprising gap between how much people care about their pets and how well they've actually planned for their future.

Are you on track for financial freedom.....

Discover why real estate is in a waiting game, with buyers, homeowners and lenders all watching the same number for clues about what comes next. Recent mortgage data offers a revealing look at just how cautious consumers have become—and why even small changes in borrowing costs could have an outsized impact on what happens next.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money,...

Discover why small companies are outperforming. Small-cap stocks are having a standout year, with the Russell 2000 significantly outperforming the S&P 500—but what exactly is the Russell 2000, and why are smaller companies suddenly doing so well? In this episode, you'll learn what this widely followed index represents, what's driving the shift in market leadership, and why stronger earnings, changing interest-rate expecta...

Discover what successful women should know beyond their financial advisor, why having an advisor and being financially educated are two very different things, and why successful women need both. You'll learn about some of the limitations financial firms may face, why certain investment opportunities may never be brought to your attention, and how becoming more knowledgeable can help you ask better questions, uncover new possibiliti...

Discover what the latest inflation numbers changed. The latest inflation report could have important implications for interest rates, the economy, and your investments as the Federal Reserve approaches its September meeting. In this episode, you'll discover what the new inflation data may be signaling, why Fed officials remain divided, how the weakening job market could influence their decision, and which risks could still change t...

Discover why markets are hovering near record highs, but several powerful forces could determine what happens next. In this episode, we look at three major catalysts investors should be watching.

Are you on track for financial freedom...or not?

Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If ...

Discover what a K-shaped housing market is. Today's housing market is sending important signals about the broader economy and the challenges many Americans face in building wealth. In this episode, we'll explore the forces shaping today's real estate market, why affordability remains a major issue despite changing conditions, and what these trends could mean for your financial future. Whether you're hoping to buy a home, already ow...

Discover what the latest hiring report means. The latest employment reports are offering fresh clues about the direction of the U.S. economy, but the headlines don't tell the whole story. In this episode, we'll look beyond the surface to uncover what the labor market may be signaling for investors, the Federal Reserve, and the months ahead. Understanding these trends can help you make more informed investment decisions in an ever-c...

Discover why Amazon reached $3 trillion market capitalization after Amazon demonstrated that AI demand remains far stronger than expected and announced it will increase capital spending to $220 billion this year to expand computing capacity. The AI investment cycle is accelerating across the technology industry. Amazon's willingness to invest over $220 billion—and its assertion t...

Discover the latest economic update. Second-quarter GDP grew at a slower-than-expected annual rate of 1.5%, but much of the weakness came from temporary factors like lower inventories and reduced government spending rather than a broad slowdown in the private economy. Consumer spending remained strong, inflati...