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The latest insights
  • The midterms and your portfolio: what history tells us
  • Separately Managed Accounts: What they are and when they make sense
  • All-time high? Or just another Thursday?
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Investing

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Investing

The midterms and your portfolio: what history tells us

November 5, 2026 Alex Canellopoulos, CFA, CFP®

Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.

Investing

Separately Managed Accounts: What they are and when they make sense

October 19, 2026 Alex Canellopoulos, CFA, CFP®

Separately managed accounts offer direct ownership of individual securities, which can create added tax-management opportunities for investors whose circumstances warrant it.

Investing

All-time high? Or just another Thursday?

September 11, 2026 Joe Rayburn, CFP®

New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.

Investing

Bond “selloff” headlines miss the big picture

August 27, 2026 Jeremy Wang, CFA

Long-term bond yields just hit their highest level in over a decade. Here’s the real story behind the recent moves — and the silver lining for investors going forward.

Investing

Happy 50th birthday to the index fund

August 13, 2026 Jon Gannon, CFP®

Critics called Bogle’s first index fund a “folly.” Today it’s recognized as one of the great financial innovations of the past century.

Financial planning

529 plans turn 30: still the smartest way to save for college

June 19, 2026 Rob Greenman, CFP®

Tax-free growth and consistent contributions can turn into significant college savings.

Investing

Inflation is back. That’s why we have TIPS.

June 8, 2026 Jeremy Wang, CFA

Inflation is running nearly double the Fed’s target. Here’s what that means for your portfolio — and why we own TIPS before inflation makes the headlines.

Investing

The answer to AI disruption? Discipline.

April 30, 2026 Jeremy Wang, CFA

Recent layoff announcements from Meta, Oracle, and others have intensified concerns about AI’s impact — and what it means for your portfolio.

Investing

Staying grounded on the SpaceX IPO

April 17, 2026 Rob Greenman, CFP®

When a high-profile IPO captures attention, it can feel like a moment not to miss. History suggests a more measured read.

Investing

Markets, geopolitics, and long-term perspective

March 24, 2026 Alex Canellopoulos, CFA, CFP®

A century of market history shows geopolitical crises cause short-term volatility but have not derailed long-term returns — staying invested remains the wisest course.

Investing

Free money for the grandkids? A clear-eyed look at Trump Accounts

February 20, 2026 Doug Post, CFP®

The federal government will deposit $1,000 into new “Trump Accounts” for eligible children. It’s a meaningful head start, but not a substitute for more powerful investment vehicles.

Investing

“Expert” guidance to steer away from

February 5, 2026 Alex Canellopoulos, CFA, CFP®

Wall Street’s annual predictions promise insight into the year ahead. History shows they deliver far more entertainment than value.

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