The Long View

Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’

The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio.

Christine Benz Dec 26, 2023

Tim Steffen: Smart Tax Moves for 2024 and Beyond

Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.

Christine Benz Dec 19, 2023

Ben Inker: What Looks Cheap and Dear in Today’s Market

GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities.

Christine Benz Dec 12, 2023

Dan Haylett: Retirement Planning = Life Planning

A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’

Christine Benz Dec 5, 2023

Mike Moran: Taking the Temperature on Retirement Readiness

A Goldman Sachs retirement specialist discusses retirement savers’ successes and pain points, what 401(k) plans could do better, and what works in financial education.

Christine Benz Nov 28, 2023

Tiffany Aliche: Helping People ‘Move Past the Shame’ of Money Missteps

The author and ‘Budgetnista’ discusses the benefits of sharing financial mistakes, helping loved ones be better with money, and what she means by ‘financial wholeness.’

Christine Benz Nov 21, 2023

John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?

Amy Arnott and John Rekenthaler discuss Morningstar’s latest research, including flexible withdrawal strategies, guaranteed income sources, and TIPS ladders.

Christine Benz Nov 14, 2023

Scott Burns: The Case for a Simple Retirement Plan

The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.

Christine Benz Nov 7, 2023

JL Collins: The Many Paths to Financial Independence

The ‘godfather of the FI movement’ discusses the key takeaways from his latest book, where he turns for financial wisdom, and what higher yields mean for investors.

Christine Benz Oct 31, 2023

Nizar Tarhuni: The State of Private Markets and Venture Capital Investing

PitchBook’s head of research on what predicts performance in private markets, the effect of rising rates on deal-making, and more.

Christine Benz Oct 24, 2023

Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’

Schwab’s chief global investment strategist on the Middle East Conflict, the state of the global economy, why bond yields are rising, and more.

Christine Benz Oct 17, 2023

Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life

The University of Wisconsin professor on the challenges of decumulation, the connection between defaults and abandoned retirement accounts, and the ‘hassle costs’ that can weigh on workers.

Christine Benz Oct 10, 2023

David Giroux: ‘I Want to Look Forward, Not Backward’

The successful manager of T. Rowe Price Capital Appreciation discusses the new ETF he’s running, stock-picking, index concentration, and more.

Christine Benz Oct 3, 2023

Michael Santoli: Decoding an ‘Indecisive Market’

The senior CNBC markets commentator on inflation, Fed policy, the economic outlook, stock market risks, and more.

Christine Benz Sep 26, 2023

Martin Lau: Revisiting the Case for Investing in Chinese Stocks

A longtime fund manager reflects on the state of China’s economy and market and what the future might hold.

Christine Benz Sep 19, 2023

Kelli Hueler: Confronting the ‘Next Big Risk’ for Retirement

The Income Solutions founder discusses the role of annuities in retirement plans and her quest to add transparency to a historically opaque space.

Christine Benz Sep 12, 2023

Cindy Haddad: Financial Planning for People With Disabilities

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

Christine Benz Sep 5, 2023

Katie Nixon: Bringing a Blurry Market Into Focus

The Northern Trust CIO on the case for bonds, the Fed’s fight against inflation, housing affordability, and more.

Christine Benz Aug 29, 2023

Rick Rieder: Explaining the ‘Polyurethane’ US Economy

BlackRock’s longtime chief investment officer on his new ETF, whether we’ll get a soft landing, the fight against inflation, and more.

Jeffrey Ptak, CFA Aug 22, 2023

Bill Nygren: The State of Value Investing Today

The Oakmark fund manager on the limits of macro, why financials look cheap, indexing’s pitfalls, and more.

Christine Benz Aug 15, 2023