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David Beren
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Everything by David.

2,104 articles

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Investing

USFR Delivered 20% Returns Where TLT Lost 28%: Here’s the Catch

Jul 2, 2026 Investing

The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

Jul 2, 2026 Investing

NATO Just Committed to 5% of GDP on Defense by 2035 and These 3 ETFs Capture the Multi Year Spending Wave

Jul 2, 2026 Personal Finance

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Jul 2, 2026 Personal Finance

$200,000 at 65 Triggers $7,547 in Annual Withdrawals. Here’s What That Actually Covers

Jul 1, 2026 Personal Finance

Your $700,000 401(k) Just Made 85% of Your Social Security Taxable

Jul 1, 2026 Investing

The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

Jul 1, 2026 Investing

JEPI’s 8.4% Yield Masks a Tax Trap: SPYI Delivers 65% More Cash to Retirees in High Brackets

Jul 1, 2026 Personal Finance

The Average Inherited 401(k) Is $267,900. The 10-Year Rule Will Cost You Thousands in Taxes.

Jul 1, 2026 Investing

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Jul 1, 2026 Investing

VYM Delivers 200% in 10 Years, but the Income Tradeoff Costs $3,150 Annually

Jul 1, 2026 Investing

The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?

Jun 30, 2026 Personal Finance

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Jun 30, 2026 Personal Finance

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

Jun 30, 2026 Investing

Where JEPQ Fits in a Retiree’s Portfolio, and Where It Does Not

Jun 30, 2026 Personal Finance

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

Jun 30, 2026 Investing

Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels

Jun 30, 2026 Personal Finance

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Jun 30, 2026 Investing

Quantum Computing Just Hit Commercial Viability and Trump’s $2 Billion Quantum Push Has These 3 ETFs Sitting on Top of the Trade

Jun 30, 2026 Personal Finance

67-Year-Olds With $330,186 in Retirement Accounts Should Spend It First, Not Social Security

Jun 29, 2026