Articles

How Far Out-of-Whack Are Fund Investors’ Asset Allocations? $800 Billion, Give or Take by MorningstarOver the past decade, equity funds have experienced approximately $12 trillion ...

Top 10 New Year’s Investing Resolutions by Investor.gov The SEC shares 10 resolutions for investors, including links to their free calculators, monthly investing quizzes, ways ...

ICYMI: Recapping 2024, Forecasting This Year and Beyond After breaking down how stocks and bonds did last year and why, turning to what you should ...

Here's an edited transcript of my recent conversation with our Chief Investment Officer, Bob Weisse, on our Wealthy Behavior podcast. We talk monthly what's going ...

ICYMI: Best Books I Read in 2024 and The Full Story on U.S. vs. International Stocks The US stock market has never been more concentrated. ...

U.S. stocks have outperformed international stocks since late 2011. This has frustrated those who believe you need to own both because they take turns outperforming ...

I’ve been sharing book recommendations on the blog for years and in the redesign created a landing page for all of them. Check them out ...

ICYMI: Should You Diversify or Concentrate? Whether to diversify or concentrate your portfolio to build wealth is one of the more challenging investment questions. Thankfully, ...

I spend more time than I'd like to admit on fantasy basketball. It started with one league, then I figured I'd add another since I ...

ICYMI: Should You Dollar-Cost Average in This Market? Stocks are at all-time highs and valuations are expensive, leaving investors with a lump sum to invest ...

Stocks are at all-time highs and valuations are expensive, leaving investors with a lump sum to invest wondering if they should pull the trigger or ...

We Answer Your Questions on Roth IRA Conversions by The Wall Street Journal If you can convert regular IRA to a Roth and pay less ...