Over the weekend, I was talking with a family friend who was moving some money around. I asked what he planned to do with the cash left over. I was hoping his answer wasn’t put it in a low interest ...

When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high.

REITs are a “must have” in an income-focused portfolio. These investments were created in 1960 to give the individual investor the opportunity to invest in commercial real estate. By law, they must ...

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The AI Era is here, reshaping portfolios, businesses, and daily life. The genie is not going back in the bottle, and it brings real opportunities and real risks. The AI Playbook is your end-to-end ...

The Social Security Administration recently gave us their annual report with a few blockbuster footnotes. We all know that Social Security as it is currently constructed will run out of money in the ...

That was a suggestion I received last week. The reality is that “tech growth” is pretty much a double negative for dividend investors. By design, a company in its growth phase shouldn’t be paying much ...

This week is the final recap of the 2026 Strategic Investment Conference. I have always done summaries of the SIC afterwards, but I don’t think I’ve ever taken four weeks, let alone five weeks to ...