Thursday, April 9, 2026

Personal Finance

General Mills: Can This 6.5% Yielder Hang in There?

We last looked at food maker General Mills (NYSE: GIS) in October. At the time, the stock had a generous 4.9% yield. Today, the yield is 6.5% – and it’s not because the dividend has increased. The stock has...

How to Calculate Your Net Worth: A Simple 2-Step Guide

Happiness isn’t getting what you wantIt’s wanting what you got – Garth Brooks I tend not to get too philosophical, but the above quote has always resonated with me. There’s nothing wrong with wanting more, but being content with...

Elon Musk: America’s #1 Innovator

“The most likely outcome is that AI and robots make everyone wealthy. In fact, far wealthier than the richest person on Earth.” – Elon Musk, November 2025 Most of you reading this issue of Wealthy Retirement have been successful...

What History’s Biggest Winners Have in Common

More than twenty years ago, I began my career at Avalon Research Group – a boutique equity research firm that did something unusual. Instead of pitching ideas to everyday investors, we sold our research and stock recommendations directly...

Which Is Better for You?

In my 20s, I started out on a trading desk where traders rarely held any positions overnight. They were day traders who got in and out of their trades in a matter of hours – and sometimes minutes. As...

A Rare Combination of Safety and Yield

When I look at many of the brands owned by Kraft Heinz (Nasdaq: KHC), it takes me back to my childhood: Cool Whip, Kool-Aid, Jell-O, Kraft Singles, Oscar Mayer, and, of course, Kraft Mac & Cheese, a staple...

DIFM Investors: Are You One?

Move over, DIYers. DIFM investors are the big new thing on Wall Street. This emerging breed of "do it for me" investors, dubbed DIFM, are not building their own portfolios as do-it-yourself investors do. Instead, they're defaulting to...

How to Stay Active in Retirement and Fend Off the “Disease of Kings”

“If you’re not healthy, you’re not wealthy.”– R.E. McMaster (The Maxims of Wall Street, Page 121) Recently, The New York Times published an alarming article on gout, once called the “disease of kings,” and it reminded me of Benjamin...
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Shop 28 of the Best Nordstrom Spring Accessories Now

If you're like me, then you know the power of a great accessory. For spring, I'm looking to...
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