After a long stretch of growth-stock dominance led by mega-cap technology, the 2026 tape tells a different story. Large-cap value, active small-cap value, and passive small-cap value benchmarks are all pulling ahead of the…
Active ETFs captured 84% of all U.S. ETF launches in 2025, and nowhere does that shift matter more than in fixed income. Bond markets trade over the counter, price discovery is opaque, and the…
Shares of Peloton Interactive (NASDAQ:PTON) are climbing 11% to $5.76 in premarket trading on Thursday, May 7, after the connected fitness company posted a swing to GAAP profitability and lifted its full-year outlook. The…
The New York Fed’s Q4 2025 Household Debt and Credit report puts a hard number on something most Americans already feel in their bank accounts. Total household debt hit $18.8 trillion at the end…
The New York Fed’s Q4 2025 Household Debt and Credit report put a hard number on something student loan borrowers have been feeling in their bank accounts for months. Student loan balances total $1.66…
Gen Z is enrolling in 401(k) plans at rates their parents never came close to. But they are also borrowing from those same accounts more often than any cohort before them. That contradiction is…
According to the job research firm Challenger, Gray & Christmas, job cuts rose 38% in April compared to March. Much of this was blamed on AI-driven layoffs. The April number reached 83,387. The number…
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists…
A recently retired surgeon pulls $200,000 in annual living expenses from her portfolio and owes essentially nothing to the IRS. The math holds because she built three different tax buckets during her working years…
The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) concentrates in roughly 30 small and mid-cap REITs that pass a high-yield screen. KBWY currently distributes a 7.6% SEC 30-day yield with a 0.35% expense…
The Invesco S&P SmallCap High Dividend Low Volatility ETF (NASDAQ:XSHD) promises small-cap yield with smoother price action. Monthly distributions have shrunk meaningfully over the past two years, and the fund’s core holdings reveal the…
A married couple in their early 70s built a $1.4 million traditional IRA. The husband still has a $400,000 traditional 401(k) from an old employer he never rolled over, and they collect $32,000 a…
A million dollars sounds like a fortune, but in retirement income terms, its real value depends on how you put it to work. The same $1 million dividend portfolio can produce $30,000 a year…
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words,…
On May 4, Bitcoin (CRYPTO: BTC) finally broke past $80,000 after Trump announced Project Freedom, which eased the Iran war tensions that had weighed on markets for months. BTC is now trading around $81,000…
