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Ms.Money

Marisa Rothstein, JD, CFP®

Musings on money by an independent Ms.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues24SubscribersRead msmoney.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Inheritance Beyond the Balance Sheet

This year has been a challenging one to grapple with. On one hand, the markets have performed exceptionally well. This morning, the WSJ reported there are more millionaire 401(k)s than ever before.1 For many Americans—especially wealthy, em...

a month ago
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Investing in Your Own Demise

A recent executive order aims to remove barriers preventing employees from accessing “alternative assets”—including hedge funds and private equity—in their 401(k)s. Investment firms are preparing for this shift, developing retail-friendly v...

3 months ago
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Ten Days to Take Stock: Lessons from the Jewish High Holidays

If you’re unfamiliar, Rosh Hashanah, which just passed, marks the Jewish New Year while next week’s Yom Kippur is the Day of Atonement, devoted to reflection and seeking forgiveness. The ten days between Rosh Hashana and Yom Kippur, known a...

4 months ago
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Can the Market Continue to Rise?

The stock market is fundamentally driven by two forces: psychology and the availability of fresh capital. Today, we have abundant supplies of both, suggesting the current bull run may have legs. While markets are partly anchored to company ...

4 months ago
2
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Authors

The writers behind this newsletter.

  • Marisa Rothstein, JD, CFP®

    A CERTIFIED FINANCIAL PLANNER™ on a mission to simplify finance.

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