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1-7-25 Live Chat Q&A - Ask Us Anything
Markets are hitting all-time highs, earnings expectations are rising, and investors are navigating everything from oil prices to Roth conversions. La…
8 months, 1 week ago
1-6-26 Financial Nihilism vs. Financial Planning
More investors—especially Millennials and Gen Z—are treating markets like a casino. Not because they’re reckless, but because the traditional path to…
8 months, 2 weeks ago
1-5-26 2026 Market Outlook - Bullish Momentum, Valuation Risks, and What Comes Next
Markets closed 2025 with strong gains, but the path forward into 2026 is far more nuanced than headline optimism suggests. Lance Roberts reviews what…
8 months, 2 weeks ago
12-22-25 When Fed Narratives Meet Market Data
Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Ro…
8 months, 4 weeks ago
12-19-25 What Great Financial Planning Looks Like
What should a great financial planning experience actually look like? For many investors, “financial planning” is reduced to product selection, perfo…
9 months ago
12-18-25 Is the 60-40 Portfolio Dead?
For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing. Lance Roberts and Michael Lebowitz examine the gro…
9 months ago
12-17-25 Q&A Wednesday - Live Market Questions & Investor Insights
Today’s Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Ro…
9 months ago
12-16-25 Year-End Checklist for Young Investors
As the year comes to a close, young investors have a unique opportunity to make small moves that can compound into meaningful long-term results. In t…
9 months ago
12-12-25 Facing Your Financial Ghosts
Everyone has financial ghosts—old decisions, forgotten expenses, or long-ignored habits that creep back into the present and shape our financial live…
9 months, 1 week ago
12-11-25 Bifurcated Fed Cuts Rates - What’s Next
The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, th…
9 months, 1 week ago