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The Fed’s “7% Solution” Won’t Work This Time

By Lance Roberts, Jan 6, 2023

Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central...

SECURE Act 2.0. What Investors Need To Know.

By Richard Rosso, Jan 5, 2023

As a small part of the recent omnibus bill, the SECURE Act 2.0 is now a reality. Investors need to...

Three Paths for 2023

By Michael Lebowitz, Jan 4, 2023

As we anticipate what 2023 might have in store for investors, we must first consider what the Fed...

Forward Returns Will Disappoint Compared To The Past Decade

By Lance Roberts, Jan 3, 2023

For many investors who started their investing journey following the financial crisis, forward...

S&P 500 Monthly Valuation & Analysis Review – 12-31-22

By Lance Roberts, Jan 1, 2023

S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive...

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...

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