Monthly Archives: July, 2026

Wealth Tax Fairytales: There Are No Dragons

You know that California is contemplating a tax on residents' wealth. The tax has already been reported to have driven some of the state's...

Putting Some Power Away in the Pantry: Part 8

The biggest problems you hear about with batteries are cost, and availability. Starting with the recent popularity of electric vehicles and continuing with the...

Will You Have Enough?

Originally posted on May 15, 2026. When you live on a fixed income, it’s a terrifying moment when you wonder if you’ll have enough money...

When I Think about Fidelity Investments and YOU

When I think about Fidelity Investments and you, I’m reminded that it’s a family business and how highly regarded it is in the industry....

It’s a Family Affair

Your Survival Guy has told you the story of when I joined the "family business," i.e., Fidelity. When Ned Johnson died, Justin Baer of...

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Investing Mistakes to Avoid: #3 Back 40 Back

UPDATE 11.13.26: It's never a bad time to remember...

Can France Get Its Wine through the Tariff Wall?

Nicolas Forissier, France's trade minister, joined Bloomberg TV to...

It’s Nice to Go Trav’ling

In my conversations with you, many of you are...

Capital Gains Tax: Real and Fake

Take a good, hard look at your state's tax...

You’re the Multimillionaire Next Door for a Reason

Originally posted on September 8, 2026. You’re the multimillionaire next...

Beat Inertia: Waiting Until Tomorrow Can Be Costly

When was the last time you updated your insurance...

Permitting Reform: This Senate’s Last Hurrah

Majority Leader John Thune's Senate hasn't done much, and...

Household Debt Grows as Rates Rise

Americans' household debt rose in the third quarter of...