The danger of sitting on the sidelines When people worry about their financial future, the same fears tend to come up again and again. “What if the market crashes?” “What if I invest at the wrong time?” “What if I lose money?” These are completely understandable concerns. After all, the world feels incredibly uncertain right now. In fact, global experts now list geopolitical conflict and economic confrontation among the biggest risks facing the world economy in the coming years. When...

Because financial health is measured in more than just numbers Financial Advice Isn’t Just About Money. It’s About How You Live. For decades, financial advice has largely followed a familiar model. Performance. Returns. Asset allocation. Spreadsheets and projections. These things matter. But on their own, they don’t tell the full story of a person’s financial life. At The Updated Investor , we don’t believe you can separate a person’s life from their money. The two are completely intertwined....

See where you’re secure, where you’re exposed, and what will give you more certainty in retirement. Retirement is supposed to be about freedom from worry. Yet many retirees tell me the same thing regardless of how much they have: “I think I’m okay… but I’m not totally sure.” That grey area is uncomfortable. And it’s exactly why we're developing the Retiree Scorecard - a simple way to check how confident and secure you actually feel about your money. Not just on spreadsheets or statements,...