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A visual representation showing how rising interest rates affect stock market trends and investor behavior.

The Impact of Rising Interest Rates on Investments and How to Adapt

By RIA Team, May 6, 2025

Rising interest rates are a powerful force in the financial world, capable of reshaping markets and...

“Resistance Is Futile” – For Both Bulls And Bears

By Lance Roberts, May 5, 2025

“Resistance is futile” was a sentence that struck fear in the hearts of Trekkie fans...

The Awards You Never Get When Investing

By Lance Roberts, May 2, 2025

In investing, success is often judged by numbersโ€”returns on investment, percentage gains, and the...

Tax planning documents on a desk with glasses and a pen, focused on strategies for high-net-worth individuals.

A Comprehensive Guide to Tax Planning for High-Net-Worth Individuals

By RIA Team, May 1, 2025

When your wealth grows, so does the complexity of your financial life. For high-net-worth...

Interest Rate Swaps: Plumbing Of The Financial System

By Michael Lebowitz, Apr 30, 2025

Our recent article, Swaps and Basis Trades Warn Of Mounting Liquidity Problems, touched on negative...

A person in a blue shirt uses a laptop at a desk, with a smiling piggy bank prominently displayed nearby, symbolizing annuities for retirement income.

Understanding the Benefits and Risks of Annuities for Retirement Income

By RIA Team, Apr 29, 2025

When planning for retirement, securing a reliable income stream is a top priority. Many retirees...

Correction Continues – The Value Of Risk Management

By Lance Roberts, Apr 28, 2025

Despite the recent rally, the correction continues. While wanting to “buy the dip” is...

Speculator Or Investor? 10-Rules From Legendary Investors

By Lance Roberts, Apr 25, 2025

Are you a “speculator” or an “investor”? This is an essential question...

A clear jar labeled "Emergency Fund" sits among scattered dollar bills and a calculator on a wooden surface, symbolizing savings for retirees.

How to Build an Emergency Fund That Protects Your Retirement Savings

By RIA Team, Apr 24, 2025

An emergency fund is often associated with working individuals preparing for job loss or unexpected...

The Path Ahead: Soar, Stall, Or Plummet

By Michael Lebowitz, Apr 23, 2025

We have good and bad news for investors who want to know whether the stock market will soar, stall,...

A close-up of an estate planning document for growing wealth, a pen, and reading glasses on a dark wood desk.

The Importance of Estate Planning in Securing Your Financial Legacy

By RIA Team, Apr 22, 2025

Estate planning is more than just drafting a willโ€”it is a critical strategy for protecting...

The Death Cross And Market Bottoms

By Lance Roberts, Apr 21, 2025

In financial markets, few technical patterns generate as much attention and anxiety as the death...

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