On a recent All-In Podcast episode featuring guest Gavin Baker, the roundtable looked at the exact same economic data and came away with completely different investment outlooks. David Friedberg is highly focused…
A retired couple with $700,000 in a taxable brokerage account could potentially generate close to $19,000 a year in combined dividend income and tax savings by using a direct-indexing strategy. Part of…
Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable…
A 30-year-old software engineer at Meta (NASDAQ:META | META Price Prediction), earning a $200,000 base plus refreshing stock grants, asked a question that gets posted in some form on r/financialindependence every week:…
Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable…
CNBC’s Dominic Chu opened Friday’s market coverage by noting that “the stocks are looking like they may open higher today, rounding out what could be the eighth straight winning week for the…
Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable…
A young saver opens a Schwab account, picks the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) over a plain S&P 500 fund because they want a growth tilt at almost no cost, and…
Retirees evaluating dividend funds tend to anchor on current yield, which is exactly why Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) often gets overlooked. The fund pays a distribution yield of roughly 1.6%, which…
The broad stock market might be heating up again, with the tech sector continuing to flex its muscles. But, underneath the surface, not everything is great for all corners of tech. The…
Morningstar warned, “‘Financials Look Reckless’: Lifting xAI’s Hood in the SpaceX IPO”. Its AI division, xAI, lost $2.47 billion on $818 million in the first quarter of this year. “If you compare…
Douglas A. McIntyre Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable…
The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between…
Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data…
The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several…
