The One Hyperscaler Signal That Will Make or Break ARTY in 2026
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost…
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Marc Guberti
Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash…
Why EWT Investors Should Watch for a Dollar Reversal Before Q3
The iShares MSCI Taiwan ETF (NYSEARCA:EWT) has done something most country funds rarely do: it has more than doubled in a year. Shares closed near $103 on May 29, up 103% over the past…
If Global Manufacturing Weakens, Here’s What Happens to This Copper ETF
The United States Copper Index Fund (NYSEARCA:CPER) has quietly become one of the better-performing commodity vehicles of the cycle, trading near $39 after a 33% run over the past year and an 8% jump…
UFO ETF Faces a Concentration Crisis as Virgin Galactic Surge Becomes Unsustainable
The Procure Space ETF (NYSEARCA:UFO) has gone from a sleepy thematic vehicle to one of the sharpest risers in the market, with UFO shares up about 32% in the past month and 165% over…
Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains
The Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD) has snapped back hard after a sluggish start to the year. Shares sit near $43 after a 8% gain over the past month, pulling EUAD…
USHY Investors: Watch This 350 Basis Point Trigger Over the Next 12 Months
The iShares Broad USD High Yield Corporate Bond ETF (NYSEARCA:USHY) has quietly become the cheapest mainstream way to own US high-yield credit, with a net expense ratio of just 0.08% as of the latest…
The 5-Year Roth Conversion Ladder That Lets a 52-Year-Old Tap a $1.5 Million 401(k) Before 59½ Without Penalty
A 52-year-old senior engineer walks out of the office for the last time with $1.5 million in a former employer’s 401(k), $400,000 in a taxable brokerage, and $200,000 in cash. The plan is $80,000…
Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty
The scenario looks routine on paper. Husband, 68, sitting on a $1.6 million traditional 401(k). Wife, 66, with another $700,000 in her own pre-tax plan. Combined Social Security at 70 will run about $72,000…
The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life
A 67-year-old single retiree with $1.4 million in a traditional 401(k), another $200,000 in a brokerage account, and $25,000 a year in Social Security claimed at full retirement age faces a decision that most…
The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally
The SPDR Gold Shares (NYSEARCA:GLD) has quietly become one of the largest stories in markets, with the fund now holding roughly $1.2 trillion in net assets after a 36% gain over the past 12…
The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%
Picture a 62-year-old Apple lifer cleaning out an office for the last time. The 401(k) statement shows $1.9 million, with $620,000 sitting in company stock accumulated over 25 years of ESPP purchases and employer…
Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73
A 70-year-old single retiree in Walnut Creek with $2.1 million in a traditional 401(k), $40,000 a year in Social Security, and a $500,000 taxable brokerage is doing something his financial advisor pushed for two…
A 56-Year-Old Executive’s $480,000 Severance and the 401(k) Move That Saved Her $112,000 in Taxes
A 56-year-old vice president of marketing at a Fortune 500 company is laid off. The severance package: $480,000, structured as one year of base salary plus a prorated bonus and transition payment. HR offers…
Corporate Bond Spreads Are Tightening Fast. What It Means for LQD in 2026
The iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) closed last week at $109.36, up about 6.5% over the past year as the Fed cut rates three times between October and December. That…
The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70
The decision appears constantly on retirement forums: a single filer in their early sixties, recently retired, with a seven-figure traditional 401(k), trying to figure out what to do during the gap between the last…
The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73
A charitably inclined 73-year-old single retiree with $1.6 million in a traditional 401(k), $300,000 in a Roth IRA, and $30,000 a year in Social Security just hit her first required-distribution year. The question landing…
Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70
A 65-year-old single woman walks into retirement with $1.8 million in a traditional 401(k), $250,000 in a taxable brokerage, and $100,000 in cash. She wants to spend $80,000 a year. The conventional wisdom says…
The Three-Account Withdrawal Order That Saved a $2.4 Million Retiree $187,000 in Lifetime Taxes
A 64-year-old couple sits on $1.5 million in a traditional 401(k), $500,000 in a Roth IRA with the five-year clock satisfied, and $400,000 in a brokerage account with a $250,000 cost basis. They spend…
VOO Investors: Watch These 2 Signals Before Summer
The Vanguard S&P 500 ETF (NYSEARCA:VOO) has been a quiet beneficiary of the 2026 rally, trading near $689 and up 10% year to date after a 31% twelve-month run. VOO remains the cheapest large-cap…