The Chart Room

Where is the Oracle of Omaha investing these days? Writing for Reuters, Jonathan Stempel and Trevor Hunnicutt explore the latest insight from Warren Buffett.

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Writing for Advisor Perspectives, Joe Tomlinson looks at the current state of retirement spending. What are the trends? What spending and saving habits are considered in retirement planning?

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Morningstar contributor Christine Benz takes a look at spending trends of retirees in this recent article. In the article she looks at how individuals can determine when they are ready to retire – what she defines as retirement readiness.

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As defined by Investopedia.com, the Fiduciary Rule states that financial advisors must act in the best interest of their clients and put the interests of their clients ahead of their own.  This rule, issued in 2016 by the Department of Labor, has come under review.  Bloomberg’s recent article on the topic written by Katherine Chiglinsky outlines the history, importance and current state of the Fiduciary Rule.

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Why do people give to charity?  How do people choose which charities to support? Knowledge@Wharton recently interviewed Wharton Professor Deborah Small regarding her current research on charitable giving.

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Author and finance commentator Beth Kobliner recently teamed up with Making Sense on the PBS NewsHour to look at financial habits and the importance of financial literacy.  According to Kobliner, parents should make conversations about money part of everyday dialogue from as early as age 3.

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This recent article written by Abby Ellin for the New York Times looks at resources available to help women manage their resources and plan for the future. The article highlights seminars and lectures that guide women in advocating for their financial health and their family’s affairs.

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The popularity of impact investing is on the rise. Impact investing is a strategy that allows one to invest in products that combine the goal of financial gain with positive social impact. To better understand this investment method, Kellogg Insight recently interviewed David Chen, chairman of Equilibrium Capital Group and adjunct professor of finance and program director of impact investing at the Kellogg School at Northwestern University and Amit Bouri, CEO of the Global Impact Investing Network.

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Debt need not always have a negative connotation. In fact, to cultivate a healthy credit score, one must show the ability to handle debt.  Rather than fall into the trap of acquiring too much debt, many millennials shy away from credit cards and other debt instruments. Broadway star Lin-Manuel Miranda recounts his relationship with debt in this article published in the Washington Post.  Debt is not an enemy. As Alexander Hamilton once said, “A national debt, if it is not excessive, will be to us a national blessing.”

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On average, we are living longer, healthier lives. Can our financial resources keep pace? Peter Vanham of the World Economic Forum reviews a recent study into this topic published by Lynda Gratton and Andrew Scott of the London Business School.

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