Weekly Updates

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 ...

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. ...

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, ...

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 ...

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 ...

Breadth of Life: Post-Election Market Trends by Charles Schwab Asset Management Some post-election stock market excitement has receded, but the story of strong breadth—which predated ...

Republicans suddenly feel good about the economy by Axios I've written about this before and continue to share things like this not to pick on ...

CYMI: Election Thoughts - A quick election recap and grading my analysis before turning to the investment and economic implications of Tuesday night. Ready for ...