How Safe Is Your Portfolio?

Assessing your portfolio’s beta can help you manage risk and maximize your profit potential.

Taking the Pulse of the Big Banks

The big banks are reporting earnings for Q4. What does that mean for 2020?

Your Second Chance at the Dot-Com Bubble

Investors can profit by taking advantage of similarities between today’s market and that of the dot-com bubble.

My Market Outlook for 2020

Market trends from the past give investors clues to the years ahead – and reasons to prepare their portfolios.

An Upgrade for a 12% Yielder

This real estate investment trust’s dividend safety depends on its 2019 results…

Are You Checking on Your Investments Enough?

This may be the most important email you read all year.

A Dirty Little Secret About Bond Funds

A former bond fund manager shares his recipe for success – and how individual investors can trounce managed funds in the market.

Your 529 Questions… Answered!

Grandparents can help their grandchildren prepare for the future by understanding 529 plan rules.