Richard Young Reports: 50+ Years with Fidelity and Wellington

UPDATE 5.12.26: As I wrote to you this morning, when Your Survival Guy worked at Fidelity Investments, kaizen was the philosophy espoused by Fidelity Investments’s visionary leader, Edward...

There Are Plenty of Ways to Invest in This Market

You have plenty of ways to invest in this market if you’re A) dividend-centric (I am) and/or B) looking for a proxy to some...

It’s as Simple as 4%? No, Not Anymore

In my conversation with you this week, we talked about the appropriate draw rate from your portfolio. We discussed how the days of a...

Richard Young Reports: The Great Money Explosion and Disasters

You and I know disasters happen. Just because they haven’t happened yet doesn’t mean they won’t. But disasters aren’t accidents. People do dangerous stuff—beginning...

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Mamdani’s War on Landlords

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The Pickpocket of New York

In my conversations with you, a long-time client, you...

Survive and Thrive July 2026: Is It Finally Time to Retire?

Dear Survivor, You saved ‘til it hurt. You lived within...

Wealth Tax Fairytales: There Are No Dragons

You know that California is contemplating a tax on...
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