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60/40 Portfolio Set To Outperform Over The Next Decade

By Lance Roberts, Dec 27, 2022

Much ink has been spilled over the death of the 60/40 portfolio. However, declaring the demise of...

Three Ways to Navigate 2023’s Greatest Unknowns.

By Richard Rosso, Dec 22, 2022

Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary...

Capital Neglect is Killing Capitalism

By Michael Lebowitz, Dec 21, 2022

Capital represents the resources and labor used to produce goods and services. “Ism” is...

Why Gardening Can Help You Manage Your Portfolio Better

By Lance Roberts, Dec 20, 2022

Managing your portfolio has more to do with gardening than you might imagine. Over the last decade,...

Valuation Math Suggests Difficult Markets In 2023

By Lance Roberts, Dec 16, 2022

In 2023, the math of valuations suggests returns will likely be challenging as markets remain...

The Foghorn Is Blowing, But Few Heed Its Warning

By Michael Lebowitz, Dec 14, 2022

Often, boaters take the warning blow of a foghorn for granted and disregard it. However, all...

The 2023 Investing Outlook As The Fed Pivots – Part II

By Lance Roberts, Dec 13, 2022

In Part 1, we suggested a weaker dollar may not lead to the bullish outcomes many investors expect...

Will A Dollar Decline Be Good For Stocks? – Part 1

By Lance Roberts, Dec 9, 2022

Will a dollar decline be good for stocks? It is an interesting question, given that during 2022...

Three Ideas to Tackle Financial Ghosts.

By Richard Rosso, Dec 8, 2022

Is money distress part of your life? Do the dollars & cents of poor decisions past sneak up on...

Double Dog Dares and Equity Risk Premiums

By Michael Lebowitz, Dec 7, 2022

Back in the day, a double dog dare was often a kid’s first introduction to evaluating risk...

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