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Conceptual illustration of tax efficiency, highlighting strategies for tax-efficient wealth transfer.

Tax-Efficient Wealth Transfer Strategies for Business Owners

By RIA Team, Jul 29, 2025

As a business owner, you’ve worked hard to build wealth for yourself, your family, and future...

Portfolio Benchmarking: 5-Reasons Underperformance Occurs

By Lance Roberts, Jul 28, 2025

When markets declineโ€”especially after long periods of sustained growthโ€”the familiar advice...

Is Private Equity A Wolf In Sheep’s Clothing?

By Lance Roberts, Jul 25, 2025

In July 2007, just before the financial crisis erupted, Citigroup CEO Chuck Prince summed up Wall...

AI Is Powering Markets

By Michael Lebowitz, Jul 23, 2025

On May 6, 2010, the US stock markets dropped nearly 10% within minutes. What would be called a...

Retirement plan notes with money and pencils, focusing on strategies for high earners' financial security.

Why Retirement Planning for High Income Earners Requires a Different Approach

By RIA Team, Jul 22, 2025

For most Americans, retirement planning advice follows a familiar script: save early, contribute to...

Retail Speculation Is Back With A Vengeance

By Lance Roberts, Jul 21, 2025

Retail speculation is once again gripping the markets. A recent Wall Street Journal article...

China’s Economic Demise And Its Impact On The U.S.

By Lance Roberts, Jul 18, 2025

Few are as candid and historically accurate as hedge fund manager Kyle Bass when identifying...

Tactical asset allocation strategy diagram illustrating various asset classes and their distribution for investment planning.

The Power of Tactical Asset Allocation in Risk Management

By RIA Team, Jul 17, 2025

A static approach to investing is not enough. While long-term strategies remain foundational,...

The Magnificent Seven Are Mediocre

By Michael Lebowitz, Jul 16, 2025

In 2023, the “Magnificent Seven” (NVDA, META, TSLA, AAPL, MSFT, AMZN, and GOOG) became...

Visual representation of risk management concept in investment strategy.

How a Risk-Managed Investment Strategy Reduces Emotional Decision-Making

By RIA Team, Jul 15, 2025

Investing is as much about mindset as it is about markets. When volatility strikes or headlines...

Relative Returns Or Absolute. What’s More Important?

By Lance Roberts, Jul 14, 2025

A couple of years ago, I wrote about absolute versus relative returns. Given the latest market run,...

Q2-2025 Earnings Season Preview

By Lance Roberts, Jul 11, 2025

Next week, the Q2-2025 earnings season will begin in earnest as a barrage of S&P 500 companies...

Inside Youโ€™ll Find:

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  • Investment & Planning Rules for Financial Success
  • The Real Investment Advice Investing Manifesto
  • The Savvy Financial Advice Survival Guide
  • Much more!

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