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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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My Favorite Chart Doesn’t Tell You 3-Things

By Lance Roberts, Jan 23, 2025

My favorite chart doesn’t tell you three important things about investing and risk...

Its The Dollar Stupid

By Michael Lebowitz, Jan 22, 2025

Our recent article, Why Are Bond Yields Rising, explains that the recent 1% increase in yields, as...

Are Return Expectations For 2025 Too High?

By Lance Roberts, Jan 21, 2025

In a recent post, I discussed Wall Street’s return estimates for 2025 for the S&P 500...

A woman converses with an older couple regarding important estate planning essentials.

Estate Planning Essentials: Protecting Your Legacy

By RIA Team, Jan 20, 2025

Learn estate planning essentials to ensure your wishes are honored. Discover tips for protecting...

Gardening Guide To Better Portfolio Returns In 2025

By Lance Roberts, Jan 17, 2025

As we head into 2025, investors are giddy over the market returns of the last two years. As shown,...

A woman in scrubs sits at a desk with a laptop and calculator, analyzing healthcare costs in retirement planning.

The Impact of Healthcare Costs on Retirement Planning

By RIA Team, Jan 16, 2025

Learn how to prepare for healthcare costs in retirement with smart planning. Discover tips for...

Technical Analysis Is Not Voodoo, Its Vital Context

By Michael Lebowitz, Jan 15, 2025

If you draw enough lines on a stock chart, one of them is bound to predict the future accurately!...

Tactically Bearish As Risks Increase

By Lance Roberts, Jan 14, 2025

In last week’s discussion with Thoughtful Money, I noted that we are becoming more...

A senior couple consults with a financial advisor about comprehensive retirement planning strategies.

How to Create a Comprehensive Financial Plan for Retirement

By RIA Team, Jan 13, 2025

Learn comprehensive retirement planning to achieve your goals. Discover financial planning for...

Investor Resolutions For 2025

By Lance Roberts, Jan 10, 2025

I publish an updated version of my New Year “investor” resolutions yearly. The...

Infographic illustrating the differences between traditional vs Roth IRAs for effective investment strategies.

Understanding the Differences Between Traditional and Roth IRAs

By RIA Team, Jan 9, 2025

Learn the differences between a traditional vs Roth IRA, including tax benefits and withdrawal...

Why Are Bond Yields Rising?

By Michael Lebowitz, Jan 8, 2025

The question asked of us most often recently: “Why are bond yields rising?” After...

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