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06/22/2026

Research suggests a large share of investors check their portfolio at least once a day. But how many have reviewed the structure behind those numbers recently? There's a difference between monitoring performance and evaluating whether your allocation, fees, and withdrawal strategy still fit your timeline. If retirement is getting closer, that second kind of review is worth doing.

The years around retirement are when alignment matters.

06/15/2026

A lot of investors check their portfolio regularly — some even daily. But checking and reviewing aren't the same thing. Checking tells you what happened. A review evaluates whether the structure behind those numbers still fits where you're headed. If retirement is on your radar, that distinction could matter more than you think.

Expense ratios have dropped a lot since 2005.

05/27/2026

What if you could send $100 back to 1928 and invest it? We broke down three paths — cash, bonds, and the stock market — and tracked what happened over nearly a century. The results are a good reminder that compounding doesn't need perfect conditions. It just needs time.

See what a century of investing history shows.

05/20/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.

05/13/2026

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today, it might cover dinner out. In our latest newsletter, we explored what happened when that $100 was invested differently — and what it means for your purchasing power over time.

See what a century of history says about cash.

05/06/2026

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. In our latest Visual Insights Newsletter, we looked at what happened to $100 invested in 1928 and left alone for nearly a century. The results may surprise you.

A simple lesson about time and discipline.

04/24/2026

A quick guide to key Social Security decisions.

04/18/2026

Q1 gave investors a reminder: markets don’t move up in a straight line. Between geopolitical tension, rising oil prices, and persistent inflation, we saw a meaningful pullback across major indexes. The bigger question now is what comes next. I put together a clear, no-noise breakdown of what happened and what I’m watching going forward.

Here's what savvy investors took away from Q1

04/17/2026

A simple guide to key Social Security choices.

04/10/2026

Break down key Social Security decisions.