JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NYSEARCA:JEPQ) pull from very different stock universes. JEPI leans on S&P 500 names with a covered call overlay. JEPQ…
A 25 year old who invests $5,000 a year for a decade and then never contributes another dollar ends up with $426,000 more at age 65 than someone who waits until 35…
Jeremy Phillips SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Vanguard 500 Index Fund ETF (NYSEARCA:VOO) track the same S&P 500 index. The real contest is structure, cost, and cash flow. With the VIX at…
Goldman Sachs’ 2025 retirement survey puts numbers around a pattern most savers sense but rarely quantify. Respondents with high Financial Grit hold 49 percent more in retirement savings than those with low…
David Beren On Animal Spirits Podcast Episode 463, Michael Batnick zeroed in on something more revealing than the doom-laden statistics a hedge fund manager had just rolled out. The manager cited stock market cap…
Joel South Market timing sounds simple in theory: Sell before the drop, buy back at the bottom. But Ben Carlson, author of the “A Wealth of Common Sense” blog, says the catch is that…
Carl Sullivan Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway…
Tesla (NASDAQ: TSLA | TSLA Price Prediction) has staged a sharp rebound. Shares closed at $411.81 on May 7, capping a roughly 19% monthly run that has erased much of the spring…
If you want one ticker that captures the U.S. large-cap market with almost no friction, Vanguard 500 Index Fund Admiral Shares (NASDAQ:VFIAX) is the textbook answer. The fund holds $598 billion in…
If you want the simplest, cheapest way to own the U.S. stock market inside a Fidelity account, the Fidelity 500 Index Fund (NASDAQ:FXAIX) is the default answer. FXAIX tracks the S&P 500…
Managed futures funds spent most of the past decade as a footnote in portfolio construction conversations. They came back into the spotlight in 2022 when stocks and bonds fell together, and the…
The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back…
Live Updates Advanced Micro Devices Taking a Breather after a Monster Rally9:19am ETJust yesterday, AMD shares exploded by more than $50 per share on strong earnings. And while the stock is taking…
State Street’s 2026 Global ETF Outlook puts a stake in the ground on page 20: the first $1 trillion ETF will land this year. The frontrunner is the Vanguard 500 Index Fund…
The math behind long-term stock picking is brutal. 71% of individual stocks fail to match the market return over rolling 10-year periods, and per Hendrik Bessembinder’s research at Arizona State University, only…
