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,…
On a recent Rich Habits Podcast Q&A, co-host Robert Croak gave a 40-year-old listener named Angela a blunt answer about the $175,000 she and her spouse netted from a recent home sale.…
Ian Cooper YieldMax MSTR Option Income Strategy ETF (NYSEARCA:MSTY) sells investors on a single promise: harvest unusually rich option premiums on Strategy (NASDAQ:MSTR | MSTR Price Prediction) shares and pay them out monthly. At…
A CNBC commentator delivered the line of the week on the network’s market coverage: "Trump has been responsible for the five best and five worst trading days of his second term." Strip…
Austin Smith For retirees who watched bonds fail to cushion equity losses in 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the conversation by gathering roughly $3 billion in assets and…
YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) pays weekly cash distributions that annualize to roughly 24% at recent rates. ULTY manages $2.48 billion by selling options against a concentrated basket of high-volatility…
A 68-year-old retiree with $400,000 in equities heading into 2026 has a real problem: SPY ran up 27% in the past year, but the VIX still spiked to almost 31 in late…
