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Too Much AI in Your S&P 500 Fund? Here’s What You Can Do About It
I’m talking about all the big AI players like Nvidia, Microsoft, Alphabet, Amazon and Meta.
Sep 9
•
Pam Krueger
3
2
August 2026
What I Learned From John Bogle: The Most Brilliant Investing Strategy Is Also the Simplest
Dollar-cost averaging might not be exciting, but it sure does work.
Aug 26
•
Pam Krueger
7
2
Before Leaving Money to Your Kids, Read This First
Without planning and care, inheritance disagreements can unravel families.
Aug 19
•
Pam Krueger
10
2
2
Cookie-Cutter Financial Advice: Worth Every Penny You Paid for It
Some thoughts on the importance of personalized financial advice.
Aug 12
•
Pam Krueger
2
1
The First Five Years of Retirement May Matter More Than the Previous 40
You can’t just cross your fingers and hope for a bull market.
Aug 5
•
Pam Krueger
8
5
1
July 2026
What’s Going to Happen to Social Security? Here’s What I Learned from Larry Kotlikoff.
Here’s the big picture—and what you can do to prepare yourself.
Jul 29
•
Pam Krueger
and
Larry Kotlikoff
6
2
56:22
Inherited an IRA? Before You Make a Tax Decision, Read This.
It’s easy to get tripped up by a variety of tax questions. Here’s your guide.
Jul 14
•
Pam Krueger
4
1
2
Being a Fiduciary Is a Choice, Not a Credential
Consumers overwhelmingly believe fiduciary advice is the standard. But it’s not.
Jul 8
•
Pam Krueger
1
1
Chicago, Great Conversations & a Little Good Karma
A quick dispatch from an actually great work trip.
Jul 1
•
Pam Krueger
4
1
June 2026
As AI Changes Financial Advice, Your Advisor’s Ethics Are Non-Negotiable
Here are the key questions to ask an advisor.
Jun 24
•
Pam Krueger
2
1
1
The Biggest IPOs in History Are Headed for Your Retirement Account
Whether you like them or hate them, you’ll likely become an investor without having any say in the matter.
Jun 17
•
Pam Krueger
1
4
3
You Probably Know You Should Invest. But Invest Where?
Making sense of trillion-dollar IPOs, inflation, and market volatility.
Jun 10
•
Pam Krueger
1
2
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