Recent market volatility gave investors a real-world test of their investment risk tolerance. Here’s how to use that experience to make sure your portfolio still fits your goals.
Midterm Market Pullbacks: Nothing New, Still Uncomfortable
Why midterm election years can be volatile for the stock market, what history tells us about market downturns, and why staying focused on the long term matters.
What history says about markets and geopolitical crises
How conflict in the Middle East, rising oil prices, and geopolitical uncertainty can affect the stock market, and what history suggests investors should keep in perspective.
A look back at the major market events and strong returns that defined 2025, along with the opportunities and risks investors may face in 2026. We also consider what history can—and can’t—tell us after three consecutive years of double-digit market gains.
The economy is booming and breaking at the same time. Which one you’re living depends largely on your income. Here’s what’s driving the split, and why it makes now a smart time to check that your plan still fits.
In this piece, I will explore the various claiming strategies and point out where I think the conventional wisdom on Social Security sometimes falls short.
