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Pinned Tweet
1 Dec 2025
A new book argues that personal finance is “rigged,” with fees, traps, and complex products that saddle ordinary consumers while the wealthy reap the benefits bloomberg.com/news/articles/…
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Suzanne Woolley retweeted
Jun 10
some are saying this is the best opening line in bloomberg history
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Jun 5
Will your next financial adviser be named Claude?? Wealth management can be a cushy white-collar job, but as AI makes advancements, workers in these roles look more vulnerable to replacement than ever bloomberg.com/news/features/…
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Apr 15
Our many-months-in-the-making interactive Retirement Countdown guide, w/tips for people from 30 to 1 year away from retirement, is out! Tax tips, planning and investment moves, mistakes to avoid and more. I hope it helps set you up for a richer retirement.
bloomberg.com/features/retir…
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12 Dec 2025
As AI rapidly evolves, betting on its future can be both exciting and perilous. Here’s where experts including @CathieDWood see the most opportunity. bloomberg.com/news/features/…
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1 Dec 2025
A new book argues that personal finance is “rigged,” with fees, traps, and complex products that saddle ordinary consumers while the wealthy reap the benefits bloomberg.com/news/articles/…
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25 Feb 2025
Where to invest now? Ideas from BNY Wealth's Sinead Colton Grant,TwinFocus's John Pantekidis, Leverty Financial's Michael Leverty & Presilium's Jerry Davidse range from US tech to value plays abroad, small-caps, munis and good old 10-year Treasuries. bloomberg.com/features/how-t…
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Americans may not like paying higher taxes, but they'd gladly do so if it means keeping Congress from cutting Social Security benefits, says @keds_economist trib.al/asZXNaS via @opinion
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1 Feb 2025
Hahahahaha.
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Suzanne Woolley retweeted
1 Feb 2025
This really does feel like something you’d look back on and be like:
“obviously we were near the top. People were bragging in news articles about dumping stocks to buy bitcoin with their kids’ college funds”
Either a paradigm shift or ‘toppy’ behavior 🤔
Courtesy of @cfb_18
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13 Dec 2024
Saving enough to retire is tough, and Gen X is feeling the heat. Their challenges reflect financial issues many Americans grapple with in our imperfect retirement system. We commissioned a Harris Poll & spoke to Xers about their struggles.
bloomberg.com/news/features/…
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22 Nov 2024
It takes a $270k salary & $5.3M net worth to be financially successful?! Yikes. Almost everyone I know is unsuccessful, by this survey’s measure. A crazy-high bar. bloomberg.com/news/articles/… via @wealth
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30 Oct 2024
Happening soon!!
🗳️ What does the US election mean for your money?
Bloomberg News experts will answer questions on how the race will impact the economy, businesses & financial markets in a live Q&A on Oct. 30 at 10:30am ET for subscribers.
📧 Send questions: bloombergqa@bloomberg.net
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🗳️ What does the US election mean for your money?
Bloomberg News experts will answer questions on how the race will impact the economy, businesses & financial markets in a live Q&A on Oct. 30 at 10:30am ET for subscribers.
📧 Send questions: bloombergqa@bloomberg.net
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14 Aug 2024
Retirement prospects for many Gen Xers are grim. They've lived through a good # of recessions, boom/bust cycles and, of course, the death of pension plans. If you're Gen X, share your thoughts in our survey: lnkd.in/dpZsXnKT
bloomberg.com/news/articles/…
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Suzanne Woolley retweeted
6 Aug 2024
We're making a historic investment in the nation’s historically Black medical schools. The new funding will more than double three of the four schools’ endowments, and ensure they continue their commitment to train the next generation of Black doctors. bloombg.org/4fyWbwz
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Suzanne Woolley retweeted
5 Aug 2024
NEW: Homes in the US will remain out of reach for most Americans even if the Fed embarks on interest rate cuts, @WealthWatch reports. Read more here: trib.al/WW4v83U
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