About you

Answer 5 quick questions to personalize the brief.

Name

What is your investment horizon?

under 5 years 5 to 10 years 10 to 20 years 20 years or more

When you expect to draw on most of this money. It decides how much this week's moves matter to you, and how the brief weighs stocks against bonds and cash.

Where do you live?

Taxes differ by state: whether munis beat Treasuries for you, and what a yield is worth after tax.

How much of your pay is company stock?

none some a large share

Pay and savings tied to one company is the first concentration the brief watches for you.

How is your money invested?

mostly stocks balanced conservative

Decides which points lead: a stock-heavy reader hears about valuations first, a bond-heavy one about rates.

What do you care about most?

retirement kids' education diversification job security buying or selling a home tax efficiency cost of living health of the economy

Each one you pick gets an answer from this week's data.

Anything else?

A question on your mind, something about your situation, a topic you follow: anything the questions above did not ask.

Stored encrypted, sent only to the model that writes your brief. What the page keeps.