On today's episode of Money On Tap: the Olympics in the news and a discussion on 12 biggest pitfalls in retirement planning
(Longevity risk, interest rate risk, inflationary risk, adult children, divorce, elder fraud, tax rate risk in retirement, social security income risk, pension risk,
withdrawal risk, health risk, sequence of returns)
- What is value investing and why is it working again in 2026?
Value investing means buying strong, profitable, often dividend-paying companies at sensible prices and holding them patiently — the approach built by Benjamin Graham and made famous by Warren Buffett and Charlie Munger. It struggled while near-zero interest rates favored growth stocks, but higher rates flipped the equation: in 2026, value sectors like energy (~20%), industrials (~17%), and healthcare (~15%) are outpacing the S&P 500's roughly 8–9%. The appeal is simple — instead of borrowing to chase growth, these companies pay shareholders real income today, and reinvested dividends compound over decades.