The average American says they need $1.5M to retire comfortably-- that's some 17 X the average of what savers have set aside, per a study. Some good news: Many Gen Z-ers smartly started saving at 22... bloomberg.com/news/articles/…

No calls for big tech, but value stocks, small-caps, homebuilders, Japan and *cheaper* growth stocks got the nod from experts in my latest Where to Invest story. bloomberg.com/features/how-t… via Bloomberg Wealth

Investors may need to 're-do' Roth accounts funded early in the year, and other un-fun surprises that pop up at tax season... bloomberg.com/news/articles/… via Bloomberg Wealth

The majority of my net worth is in index funds. Here are some lesser-known benefits of this strategy:

- SAVED TIME: I have zero need to track the market of stocks, altcoins, or real estate prices. I spend less than 2 hours/month on my finances total.
- EASY TO PROJECT: Fairly…

Great quote featured in The Idea Farm this weekend:

“When you feel like bragging, it's probably time to sell.”

— John Neff

Feeling financially insecure is becoming way too common an emotion/a reality. After so many fin'l twists and turns since Covid, stability doesn't sound boring, it sounds like a luxury.
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Even if you knew your high-yield savings accounts were throwing off lots of income last year, seeing the tally -- and the tax bill it means -- is still shocking for many savers. bloomberg.com/news/articles/…

We asked experts where to invest $10,000 right now. A focus on value, oversold sectors and quality dominated, with picks ranging from emerging markets stocks to utilities to investment-grade corporate bonds. bloomberg.com/features/how-t…

The S&P 500 just topped 5,000 in an all-time high. Is now the time to buy? bloomberg.com/news/articles/…

On this #MLKDay , we remember that true equality can only be achieved when there is no correlation between race & wealth. Bloomberg Philanthropies’s Greenwood Initiative is working towards that goal by removing barriers to wealth accumulation in Black communities. bloombg.org/48SUCWl

Billionaire Bill Ackman wants to fix everything, his way

w/ Katherine Burton Amanda Gordon

bloomberg.com/news/articles/…

The reporters and editors on this great story about Bill Ackman’s new activist directions are some of the best at Bloomberg. It’s an important story, and a great read. #Bloomberg #billackman
#harvard

Bill Ackman has a plan to bring his activist playbook to America's culture wars. 'That’s what I do: I fix things' trib.al/QEHG66k

Make sure you're saving in the smartest ways with these seven tips from investment advisers bloomberg.com/news/articles/…

AI is by far the trend investors say holds the most promise for their personal portfolios over the next decade -- 67% chose it over cybersecurity. Only 8% chose obesity drugs. bloomberg.com/news/articles/…

Will your portfolio do better next year? A Bloomberg survey found 63% saying yes. bloomberg.com/news/articles/…

Beware of Runners named Brad Skillman in the Bloomberg News cheering squad for the Bloomberg Square Mile Relay! #Runforyourcity

This is sad--I do love charismatic megafauna: Giant pandas in zoos from Washington to San Diego may be going home to China for good bloomberg.com/news/articles/…

Investment pros see promise in everything from Korean banks to buffer ETFs to European energy. Personally, I'd buy a country house around Hudson, NY. Or in the Berkshires. What would you do? bloomberg.com/features/how-t…