A risk-averse retiree who bought iShares MSCI USA Min Vol Factor ETF (NYSEARCA:USMV) in 2021 wanting equity exposure without the full white-knuckle ride got exactly what was advertised, and now has to…
Although the S&P 500 has climbed roughly 9% year to date and about 28% over the past year, Wall Street is now sitting on a valuation signal it has only ever flashed…
Jeremy Phillips Imagine a retiree who reads that Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is a top dividend fund, parks $300,000 in it, and waits for the checks to arrive. They get ~$4,500 a year.…
On a recent episode of The Money Guy Show titled “Even Smart People Make These Massive Money Mistakes,” co-host Bo Hanson framed the cost of procrastination in terms most savers have never…
Joel South Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care. On CNBC’s Halftime Report Friday,…
David Beren Morgan Stanley’s Andrew Slimmon, who runs the firm’s Global Strategies group, delivered a contrarian message on Barron’s Streetwise podcast that cuts against the prevailing wisdom on Wall Street. The most common question…
David Beren Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of…
On a recent episode of the Money Guy Show titled Even Smart People Make These Massive Money Mistakes, co-host Bo Hanson shared a truly painful reality about personal finance. He explained how…
David Beren The host of Retire SMART Podcast opened Episode 416 with a number that should stop every income-focused retiree in their tracks. The S&P 500’s dividend yield has fallen to roughly 1.1%, an…
Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful…
Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs,…
The iShares Core Growth Allocation ETF (NYSEARCA:AOR) is the kind of fund a financial advisor recommends when they want to give a client one ticker and never think about it again. AOR…
Clare Flynn Levy, author of Stock Market Maestros, recently appeared on the Afford Anything podcast and delivered what may be the most deflating advice a long-term investor can hear: stop trying to…
David Beren The VIX ripped to 31.05 in late March before settling back near 18, and anyone who watched their growth holdings whip around during that stretch is probably re-reading the case for boring…
A 69-year-old couple with $850,000 in investable assets faces a specific problem: they want equity exposure without the risk of a bear market gutting their principal in the first years of retirement,…
