Recently, Wes Moss was featured in a MarketWatch article on the most overlooked threat to retirement success. Read the excerpted section of the article below. “Maintaining discipline is key to a successful and happy retirement,” — Wesley Moss, CFP, Managing Partner and…
Statistical Notice 2026/06 Overview The Bank of England will be updating the Form PL (Profit and Loss) definitions to improve consistency and alignment with the ONS UK National Accounts requirements. Form PL collects data on reporting institutions’ income and expenditure and is a key input into the compilation of the UK National Accounts and Balance of Payments….
The Department of Labor will focus heavily on fiduciary rules and SECURE 2.0 guidance, according to the newly published 2026 Unified Agenda. The rule lists, posted by the DOL and the Department of the Treasury, revealed that the Employee Benefits Security Administration is again reworking “Prudence and Loyalty in Selecting Plan Investments,” often called the ESG rule, and…
The president hasn’t always approved of Walmart’s moves, having criticized the chain’s response to tariffs last year.
New Zealand’s flood-prone homes are outperforming the rest of the country’s moribund housing market, as buyers chase lower prices and shrug off climate risks. Properties facing the highest flood risk have gained 26.1% in value since January 2020, compared with 19.8% for homes with no exposure, property consultancy Cotality said Tuesday in Wellington. Discounts of…
Morgan Stanley wants to bring more tailored investment management tools to independent advisors and recently repositioned its services under an initiative dubbed the “Integrated Firm for RIAs and Family Offices.” The goal is to unify business lines previously siloed across its investment management and institutional equities divisions, and make it easier for RIAs to access…
Chinese-built AI models are gaining traction among U.S. companies as they narrow the performance gap with leading American rivals while remaining significantly cheaper to use. Recent model releases from Chinese companies, including DeepSeek and Z.ai, are seen by many as highly competitive compared to leading frontier systems from the likes of Anthropic and OpenAI. Those…
New leader doesn’t change perverse incentives of government beng Mon, 07/06/2026 – 11:08 EST. READ TIME 4 MIN. The Carney government has faced widespread backlash after announcing plans to partner with the British Columbia government to purchase 2,200 vacant condos with taxpayer dollars and convert them into “affordable” housing. The criticism is well earned. The…
It’s always fun to unearth some esoteric piece of personal finance history. I know there are only a few nerds out there who care (hello, Grant Sabatier!), but those of us who care really care. Two years ago, I published an article exploring the history of financial independence in which I noted that the earliest…
YANTAI, CHINA – OCTOBER 27 2025: Ships are seen under construction at Hanwha Ocean Shandong Co. Ltd. in Yantai, Shandong province, eastern China, on Monday, Oct. 27, 2025. Five U.S.-based subsidiaries of the South Korean company Hanwha Ocean have been put on China’s sanction list to punish its role in prompting the United States to…
