Retirees Furious That Their COLA Lags Healthcare Costs
Health care cost growth continues to outpace Social Security COLAs, sparking protests from retirees and prompting con...
What Assets Make Up Equal Weighted Index
This brief describes typical assets that make up an equal weighted index and how diverse holdings contribute to balanced exposure and performance.
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MiB: Beating Generations with Chris Davis of Davis Funds
A veteran financial writer dives into a framework that aims to outpace the S&P over generations. Learn how Davis Fund...
Social Security Gets Taxed When Provisional Income Hits 34K
As provisional income passes the 34K mark, a sizable share of Social Security benefits can become taxable for single ...
JPMorgan: 2026 Rally Entirely Earnings-Driven Gains Ground
A JPMorgan Private Bank view argues that the 2026 rally is driven by earnings strength, with a base-case S&P 500 arou...
Your Health Insurer Shouldn’t Dictate Treatments, Docs Say
As cost controls tighten, doctors and AI are pressing to restore clinician-led care. Investors are watching insurers’...
JEPI Investors Missed 13.21% Gains as Markets Rally
JEPI investors missed 13.21% gains in a strong market as an options overlay muted upside and taxes eroded income. Thi...
Stocks Seeing Increasingly Wild Swings After Earnings
Earnings beats aren’t enough to steady markets as stocks see bigger, more persistent swings. The article explains wha...
Social Security Recipients Could See 2027 COLA Forecast
A new forecast from The Senior Citizens League suggests social security recipients could see a larger 2027 cost-of-li...
Market Looks Frothy: Moves I’m Making to Protect Gains
The market looks frothy: moves are shaping how I protect gains without giving up long-term growth. Here are three con...
Pro-Crypto Kevin Warsh Trump Set to Lead the Fed Today
Kevin Warsh is sworn in as Fed chair with a crypto-forward stance, a development traders say could redefine policy an...
Tech Flashes Warning Sign as Rotation Gains Steam Now
A veteran market strategist warns that investors are chasing tech as a safe haven. He expects a broad rotation into h...
Next Taxes: Crypto Legislation Takes Center Stage Today
A draft tax package for digital assets circulates ahead of a House Ways and Means hearing next week. It would require...
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