LongView Planning Partners

Stressing Over Whether Your Index Fund Has SpaceX? Don’t Picking an index just to avoid big IPOs isn’t likely to boost returns.

Want a Happy Retirement? Start with Your Top Five Core Pursuits Discover why “core pursuits” matter more than money for retirement happiness—and learn a simple Top Five exercise to design a purpose-driven, thriving life after work.

Gen Z and Millennials Are Using Inherited Wealth to Invest in Crypto and Other Alternatives Investors with at least $10 million in investible assets, and Gen Z and millennials with at least $3 million are turning to private markets, real estate, gold, and other alternative asset classes, according to a new study.

Markets diverged last week: the Nasdaq fell 4.6%, the S&P 500 fell 1.9%, and the Dow rose 0.6%. Oil dropped about 10% to $69, easing yields and rate expectations. Growth data held firm, but inflation at 3.4% keeps the central bank cautious ahead of jobs data. Learn more with this week’s market perspective.

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Europeans Are Terrified of Spending Money, and It’s Hurting the Economy People around the world are feeling the sticker-shock of higher prices, but recent inflation has taken a larger psychological toll on the continent.