The weekly Executive Briefing: insights, books, tools, and media opportunities worth your attention — curated and distilled into 5 minutes.
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Personal Finance
Most people who want more money never ask for it. They wait for the annual review, accept the standard increase and tell themselves that good work gets noticed. Sometimes it does. Usually it gets noticed at the standard rate. Learning how to ask for a raise is mostly about preparation, because the conversation itself is […]
9 min read -
Personal Finance
The first meeting usually goes pleasantly. The office is warm, the adviser is good company, and by the end you have talked about your children, your plans for retirement and the house you might sell one day. What you have rarely done is ask the questions that decide whether this relationship will cost you a […]
9 min read -
Personal Finance
Will AI replace financial advisors? For the part of the job most clients think they are paying for, the portfolio, it largely has. Software has been picking funds, rebalancing and harvesting tax losses for over a decade, for a fraction of what an advisor charges. And yet the profession has not shrunk. The reason tells […]
9 min read -
Personal Finance
Most people who pay a financial advisor could not tell you how much that advisor earned from them last year. That is the first thing to fix. How do financial advisors make money? In one of four ways: a fee you pay directly, a commission paid by the company whose product you bought, an ongoing […]
9 min read -
Personal Finance
The question arrives at a specific moment. A bonus lands. A parent dies and leaves a house. A business sells. Or a statement shows a number with one more digit than it used to have, and money turns into a job you were never hired for. Somewhere in that week, the question shows up: do […]
11 min read -
Personal Finance
Are CDs worth it when the bank down the road is offering 1.7 percent and inflation is running at 3.4? No. And that is the wrong comparison, because the same product bought somewhere else this week pays 4.35 percent. The decision is almost never whether to use a certificate of deposit. It is which one, […]
9 min read -
Personal Finance
If you work for yourself and you are choosing a retirement plan, the solo 401k vs SEP IRA decision comes down to two things: how much profit you make, and whether you will ever hire anybody. The tax treatment is identical. The paperwork and the ceiling are not. Here are the 2026 numbers, straight from […]
9 min read -
Personal Finance
Someone has run you an illustration, the columns go up every year, and the person across the table is patient and likeable and probably right that you are underinsured. Is whole life insurance worth it at ten times the price of the term policy that covers the same risk? The honest answer depends almost entirely […]
12 min read -
Personal Finance
It usually arrives as a checkbox. You start a new job, the benefits screen offers supplemental life cover at one, two or three times salary, and you click whatever the default was because the next screen is about dental. Years later someone asks whether you have life insurance and you honestly are not sure. Is […]
9 min read -
Personal Finance
Most advice on how to budget with irregular income was written by someone who gets paid the same amount on the same day every month. It assumes the difficult part is discipline, so it hands you a monthly plan measured against a monthly number. When your income arrives in lumps, that plan fails in a […]
14 min read
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