This month's models are now posted. How to invest for Trump 2.0 Stock prices were likely to rise in November no matter who won the U.S. election because, whatever the outcome, a lot of uncertainty would be gone. That said, the resounding Republican victory – carrying both chambers of Congress as well as the White

This month's models have been posted. There are CHANGES in ALL the models (highlighted in yellow). Beyond 529s: More ways to fund an education We’re starting from the premise that you want your kids to go to college. The long-overdue national debate about how useful a bachelor’s degree is has finally begun, and we welcome

This month’s models are now available.  High bond yields persist – should you stay in? You probably noticed that, over the past two months, the S&P 500 index went up by somewhere around 12%. So, it’s probably a good time to rebalance. But which way? If you want to lock in your gains, then you

This month's models have been posted. There are NO CHANGES in any of the models. Your data was breached. What now? Seriously, it doesn’t matter who you are. Your online data has been smoked out and scooped up by thieves who want every dollar you have in an online account, every government-sponsored benefit you’re entitled

This month’s models are now available. Big gains in small stocks There’s a season for all things, the Good Book tells us. But if you’re the CEO of a company valued under $2 billion, we understand why you might have been experiencing a crisis of faith lately. But now, the time of redemption – of

This month’s models are now available.  We asked AI about investing in AI … To state the obvious theme of 2024: It’s important that your portfolio have exposure to artificial intelligence. But how? We don’t pump individual stocks in this space, and you either bought Nvidia a year ago or you wish you did. Now

This month's models have been posted. There are CHANGES in ALL MODELS (highlighted in yellow). Time for an ‘insur-rection’? Your homeowners insurance premium went up this year. You must’ve seen that coming, though, because this expense has been climbing for quite some time. Sure, inflation has a hand in this, but other factors are driving

This month’s models are now available. There were CHANGES in ALL of the models (highlighted in yellow). Can you afford $100k/month healthcare? There’s a scene in 2007’s The Bucket List in which Jack Nicholson’s character, an older man with terminal lung cancer, returns to his hospital room weak and nauseated after a rough chemo treatment.

This month's models have been posted.  The rest of the newsletter will be posted by mid-month. Don’t believe the hype around the Realtors’ settlement As we’re sure you’ve heard, the National Association of Realtors recently agreed to a settlement that would lower its agents’ fees. While this will make buying or selling a home marginally

This month's models have been posted. There are CHANGES in ALL the MODELS (highlighted in yellow). A non-techie’s guide to tech stocks Last month, we ran a take-no-prisoners piece on the Tech sector’s overhyped segments. So it’s only fair – now that we’ve warned you away from investing in companies just because they have a