Insights & Education
Keeping you at the forefront of modern investing
The latest commentary
Markets and Economy
Perspective: Riding the Waves
Our point of view on recent market and economic activity.
Markets and Economy
Stocks Up as Tech Leads
Despite lower rate cut hopes after the jobs report, stocks climbed with tech leading as investors await Friday's CPI. Cisco, AppLovin, and McDonald's dropped following earnings.
Bonds
Anchor in a Stormy Sea
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.
Markets and Economy
Covered-Call ETF: What to Know
Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate.
International
Geopolitical Risk is Evolving
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
Investing Basics
Technical Analysis
Technical Analysis
Looking to understand how to read stock charts? Start learning the basics of using charts, identifying trends, applying price patterns, and using charting indicators.
What's new in trading
Markets and Economy
Covered-Call ETF: What to Know
Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate.
Lessons From Market Wizards
Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.
Company Earnings
Q4 Tech Earnings Preview
Info tech earnings continue with Nvidia and Alphabet on deck. Surging memory stocks, beleaguered software industry in focus as investors probe for signs of an AI inflection point.
Cryptocurrency
What Can Drive Bitcoin's Price?
Macroeconomic factors as well as crypto-specific themes can affect cryptocurrency performance. Here are some of the drivers that can affect prices.
Cryptocurrency
Crypto: Understanding Value
Understanding fundamental drivers can help investors evaluate different cryptocurrency protocols.
Planning and retirement
Education
What Is a 529 Account?
The 529 savings plan provides several tax advantages when used for education expenses.
Tax Planning
Understanding Tax Cost Ratio
Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.
IRA
Roth IRAs for Kids
Using some after-school and summer earnings to save for retirement could lighten the burden for teen investors later in life.
Behavioral Finance
What is the Sunk Cost Fallacy?
The desire to get your money's worth can lead you in some potentially harmful directions.
Retirement Income
Beyond the 4% Rule
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
Markets and Economy
Volatility in Retirement
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
