Daily Market Commentary CMBS Losses Reach The AAA Tranche Again Blog Investor Optimism Wins As An Investment Strategy Bull Bear Report Jefferies Sets 9000 Market Target: Everything Must Go Right Daily Market Commentary Will Political Pressure Or Economic Hardship End The War? Blog Consumer Credit Stress: What The Data Really Shows Daily Market Commentary No Relief At The Pump Despite Crude Falling Blog Japan Breaks The ‘Debt Causes Inflation’ Narrative Daily Market Commentary The FOMC Sees Zero Downside Economic Risks Daily Market Commentary Dow Slides While Nasdaq Rallies: Omen Or Rotation? Blog Earnings Mean Reversion: When Estimates Snap Back
Vol. XXVII · No. 134
Monday — September 28, 2026
Houston, Texas

Category: Financial Planning

Raising Money-Smart Kids: Part Two.

Raising Money-Smart Kids: Part Two.

By Richard Rosso, Apr 13, 2023

Raising Money-Smart Kids: Part Two outlines action items to help parents adjust their children’s money personalities. If readers recall, I outlined the four types of money scripts and how parents can identify them through a simple online exercise. Here is the link again: Receive a complimentary KMSI-R at www.datapoints.com Part Two is your cues and […]

Five Ways to Raise Money-Smart Kids: Part One.

Five Ways to Raise Money-Smart Kids: Part One.

By Richard Rosso, Mar 9, 2023

In Five Ways to Raise Money-Smart Kids: Part One, I explore practical methods and teachable moments to help young children and teens build their fiscal muscles with ongoing help from mom and dad. First, financial literacy is fair or average across the globe. Per insights from the recent Standard & Poor’s Global Financial Literacy Survey: […]

The Retirement Transition Plan: Day One.

The Retirement Transition Plan: Day One.

By Richard Rosso, Feb 9, 2023

The Retirement Transition Plan: Day One is a blueprint for moving forward in your new retirement adventure. First, keeping a foothold on the habits of a working past is a vital psychological comfort factor for new retirees. Those who passionately redefine the worth of their human capital and find ways to share years of wisdom […]

SECURE Act 2.0. What Investors Need To Know.

SECURE Act 2.0. What Investors Need To Know.

By Richard Rosso, Jan 5, 2023

As a small part of the recent omnibus bill, the SECURE Act 2.0 is now a reality. Investors need to know about H.R. 2954 and additional provisions to enhance retirement readiness. The SECURE Act 2.0 is the combination of three separate bills.   First, the bipartisan measure is a strong incentive for diligent savers and […]

We Are In The Winter of Household Finances.

We Are In The Winter of Household Finances.

By Richard Rosso, Jun 24, 2020

We are in the winter of household finances. The "Fourth Turning" is upon us, as we explore how to navigate an uncertain future and maintain financial stability.