Investor Update Latest Archive
Many of This Year's New ETFs Are Speculative or Complex
July 30 2026 by Charles Rotblut
Speculative and complex ETFs were the biggest types of exchange-traded funds launched during the first half of 2026.
July 30 2026 by Charles Rotblut
Speculative and complex ETFs were the biggest types of exchange-traded funds launched during the first half of 2026.
July Charts of Interest: The Widespread Influence of AI Spending
July 23 2026 by Charles Rotblut
In this month’s charts of interest, we look at current trends and reasons to be optimistic about the second half of 2026.
July 23 2026 by Charles Rotblut
In this month’s charts of interest, we look at current trends and reasons to be optimistic about the second half of 2026.
How to Build an Earnings Season Watchlist
July 16 2026 by Charles Rotblut
AAII’s My Portfolio makes it easy to stay on top of your stocks during earnings season.
July 16 2026 by Charles Rotblut
AAII’s My Portfolio makes it easy to stay on top of your stocks during earnings season.
Extreme Accounting Numbers Deserve a Closer Look
July 09 2026 by Charles Rotblut
How reliant a company is on accruals to boost its earnings matters because it indicates whether a company has a greater risk of writing down earnings in the future.
July 09 2026 by Charles Rotblut
How reliant a company is on accruals to boost its earnings matters because it indicates whether a company has a greater risk of writing down earnings in the future.
The Stock Market at Midyear: Big Gains Fueled by Earnings Growth
July 02 2026 by Charles Rotblut
As we gear up to celebrate the U.S.’ 250th Fourth of July, the S&P 500 index is coming off its best quarterly gain in six years.
July 02 2026 by Charles Rotblut
As we gear up to celebrate the U.S.’ 250th Fourth of July, the S&P 500 index is coming off its best quarterly gain in six years.
What Makes Perpetual Futures So Risky?
June 25 2026 by Charles Rotblut
While perpetuals can be used for hedging a position in cryptocurrency that you own or would buy at a certain price, they are pitched to those who wish to speculate.
June 25 2026 by Charles Rotblut
While perpetuals can be used for hedging a position in cryptocurrency that you own or would buy at a certain price, they are pitched to those who wish to speculate.
June Charts of Interest: A New Fed Chair and Rising Rate Expectations
June 18 2026 by Charles Rotblut
This month’s charts of interest covers what’s changed in interest rates and bond yields, what it means for mortgages and the broader economy, and the shipping disruption caused by the Iran war.
June 18 2026 by Charles Rotblut
This month’s charts of interest covers what’s changed in interest rates and bond yields, what it means for mortgages and the broader economy, and the shipping disruption caused by the Iran war.
Three Ways to Diversify From a Top-Heavy S&P 500
June 11 2026 by Charles Rotblut
The high level of concentration in the S&P 500 continues to drive its performance and distorts how the index and its typical constituent are performing.
June 11 2026 by Charles Rotblut
The high level of concentration in the S&P 500 continues to drive its performance and distorts how the index and its typical constituent are performing.
Hold or Cash In Your Semiconductor Chip Stocks?
June 04 2026 by Charles Rotblut
A few key metrics can help you to determine whether to hold or cash in your semiconductor chip stocks.
June 04 2026 by Charles Rotblut
A few key metrics can help you to determine whether to hold or cash in your semiconductor chip stocks.
How an Investment's Yield Can Break
May 28 2026 by Charles Rotblut
Using a stress test to identify when the yields of stocks, bonds and other assets might be at risk.
May 28 2026 by Charles Rotblut
Using a stress test to identify when the yields of stocks, bonds and other assets might be at risk.
May Charts of Interest: What's Driving This Spring's Rally
May 21 2026 by Charles Rotblut
This month’s charts of interest discusses the market’s recent jump, the rise in inflation and the tightening (AI) race.
May 21 2026 by Charles Rotblut
This month’s charts of interest discusses the market’s recent jump, the rise in inflation and the tightening (AI) race.
Are AI-Related Stocks in a Bubble?
May 14 2026 by Charles Rotblut
There are indicators that you can look at to determine whether high prices are warranted and if additional outperformance is possible.
May 14 2026 by Charles Rotblut
There are indicators that you can look at to determine whether high prices are warranted and if additional outperformance is possible.
Ways to Redeploy Cash After a Big Gain
May 07 2026 by Charles Rotblut
The choice of what to do with a big influx of cash depends on your personal situation.
May 07 2026 by Charles Rotblut
The choice of what to do with a big influx of cash depends on your personal situation.
Eight $1 Billion-Plus ETFs With Above-Average Expense Ratios
April 30 2026 by Charles Rotblut
As a group ETFs are inexpensive to own, but some are costly.
April 30 2026 by Charles Rotblut
As a group ETFs are inexpensive to own, but some are costly.
Stocks Gone Wild and Other April Charts of Interest
April 23 2026 by Charles Rotblut
This month’s charts of interest highlight stock/bond correlations, gasoline prices and why investment expenses still matter.
April 23 2026 by Charles Rotblut
This month’s charts of interest highlight stock/bond correlations, gasoline prices and why investment expenses still matter.
Wide Valuation Dispersion Creates Stock-Picking Opportunities
April 16 2026 by Charles Rotblut
A look at our A+ Investor Value Grade percentile rankings to assess whether stocks are currently cheap or expensive relative to all other stocks.
April 16 2026 by Charles Rotblut
A look at our A+ Investor Value Grade percentile rankings to assess whether stocks are currently cheap or expensive relative to all other stocks.
What's Driving 2026 Stock Market Rotation by Size and Sector
April 09 2026 by Charles Rotblut
A look at the ongoing rotation in the stock market since the Iran war began at the end of February.
April 09 2026 by Charles Rotblut
A look at the ongoing rotation in the stock market since the Iran war began at the end of February.
The Outsized Influence of AGI on Your Tax Return
April 02 2026 by Charles Rotblut
Your adjusted gross income (AGI) carries more importance on your tax return than many taxpayers likely realize.
April 02 2026 by Charles Rotblut
Your adjusted gross income (AGI) carries more importance on your tax return than many taxpayers likely realize.
The Median Stock Loses Money: Sell Rules Are Critical
March 26 2026 by Charles Rotblut
According to one study, the median buy-and-hold return for domestic stocks over the past 100 years is –6.9%.
March 26 2026 by Charles Rotblut
According to one study, the median buy-and-hold return for domestic stocks over the past 100 years is –6.9%.
March Charts of Interest: The War's Impact on the Economy and Stocks
March 19 2026 by Charles Rotblut
The effects of the Iran war have been felt immediately by consumers across the world.
March 19 2026 by Charles Rotblut
The effects of the Iran war have been felt immediately by consumers across the world.
Upgraded My Portfolio and Stock Screens Available Exclusively on the AAII Investor Hub
March 12 2026 by Charles Rotblut
My Portfolio and the AAII Stock Screens are getting an upgrade on AAII.com.
March 12 2026 by Charles Rotblut
My Portfolio and the AAII Stock Screens are getting an upgrade on AAII.com.
History Shows Investors Benefit From Staying Put During Crises
March 05 2026 by Charles Rotblut
While the Iran war has led to stock market volatility, sticking with your portfolio allocation during periods of crisis has historically been the right move.
March 05 2026 by Charles Rotblut
While the Iran war has led to stock market volatility, sticking with your portfolio allocation during periods of crisis has historically been the right move.
Five Sources for Assessing Tariff Impact on Your Portfolio
February 26 2026 by Charles Rotblut
Determining the impact of the change in tariffs on a particular company requires a bit of research.
February 26 2026 by Charles Rotblut
Determining the impact of the change in tariffs on a particular company requires a bit of research.
February Charts of Interest: Is Too Much Being Spent on AI?
February 19 2026 by Charles Rotblut
This month’s charts of interest highlights opinions about the money being spent on AI and the impact that data centers are having on electricity prices.
February 19 2026 by Charles Rotblut
This month’s charts of interest highlights opinions about the money being spent on AI and the impact that data centers are having on electricity prices.
The Categories and ETFs With the Highest 10-Year Returns
February 12 2026 by Charles Rotblut
Looking at annualized returns can help you select an ETF or mutual fund, but be sure to look at calendar-year returns as well.
February 12 2026 by Charles Rotblut
Looking at annualized returns can help you select an ETF or mutual fund, but be sure to look at calendar-year returns as well.
PEG Ratios Are Often Based on Just a Single Forecast
February 05 2026 by Charles Rotblut
When using the estimated earnings growth rate to judge a stock’s value with the PEG ratio, it’s important to check the number of analysts making the estimate.
February 05 2026 by Charles Rotblut
When using the estimated earnings growth rate to judge a stock’s value with the PEG ratio, it’s important to check the number of analysts making the estimate.
Activist-Owned Competitors Outperform Activist Targets
January 29 2026 by Charles Rotblut
We don’t usually hear about the investments that activists make in competitors of the companies they target.
January 29 2026 by Charles Rotblut
We don’t usually hear about the investments that activists make in competitors of the companies they target.
January Charts of Interest: Yields Are Falling
January 22 2026 by Charles Rotblut
This year’s first charts of interest starts with a look at the current yield environment for stocks and bonds.
January 22 2026 by Charles Rotblut
This year’s first charts of interest starts with a look at the current yield environment for stocks and bonds.
Stock Market Returns Following Streaks of Double-Digit Gains
January 15 2026 by Charles Rotblut
Large-cap stocks realized double-digit gains for a third consecutive year in 2025.
January 15 2026 by Charles Rotblut
Large-cap stocks realized double-digit gains for a third consecutive year in 2025.
The New Features in Our Rebuilt My Portfolio
January 08 2026 by Charles Rotblut
The completely rebuilt My Portfolio is more intuitive, with several new features and a modern look.
January 08 2026 by Charles Rotblut
The completely rebuilt My Portfolio is more intuitive, with several new features and a modern look.
2025's Most-Read Investor Updates: The New Tax Law, Buffett and More
January 01 2026 by Charles Rotblut
The five most-read articles covered many topics important to individual investors, from the new tax law to Warren Buffett to the S&P 500 index’s historical trends.
January 01 2026 by Charles Rotblut
The five most-read articles covered many topics important to individual investors, from the new tax law to Warren Buffett to the S&P 500 index’s historical trends.
December Charts of Interest: Changes Among the Interest-Rate Setters
December 18 2025 by Charles Rotblut
The future direction of monetary policy headlines this year’s final charts of interest.
December 18 2025 by Charles Rotblut
The future direction of monetary policy headlines this year’s final charts of interest.
S&P 500 Stocks With the Potential to Outperform in 2026
December 11 2025 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2026.
December 11 2025 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2026.
Don't Judge a Stock by Its High or Low Share Price
December 04 2025 by Charles Rotblut
Three ongoing trends contribute to the existence of a $1,000+ share price club among the S&P 500 companies.
December 04 2025 by Charles Rotblut
Three ongoing trends contribute to the existence of a $1,000+ share price club among the S&P 500 companies.
Important Family Conversations for Thanksgiving Weekend
November 27 2025 by Charles Rotblut
A checklist to help guide discussions with your family about late(r)-in-life care, estate plans, finances and related issues.
November 27 2025 by Charles Rotblut
A checklist to help guide discussions with your family about late(r)-in-life care, estate plans, finances and related issues.
November Charts of Interest: The S&P 500 Tends to Finish Strong
November 20 2025 by Charles Rotblut
This month’s charts of interest looks at the presents the stock market has given investors, before turning toward valuations.
November 20 2025 by Charles Rotblut
This month’s charts of interest looks at the presents the stock market has given investors, before turning toward valuations.
I Rebalanced for the First Time Since 2021
November 13 2025 by Charles Rotblut
For the first time in over four years, I rebalanced my 403(b) retirement account.
November 13 2025 by Charles Rotblut
For the first time in over four years, I rebalanced my 403(b) retirement account.
Single-Stock ETFs Underperform the Stocks They Track
November 06 2025 by Charles Rotblut
Leveraged single-stock exchange-traded funds (ETFs) have enriched their issuers, but not investors.
November 06 2025 by Charles Rotblut
Leveraged single-stock exchange-traded funds (ETFs) have enriched their issuers, but not investors.
Shut Up, Brain: Why Investing Is a Marathon, Not a Sprint
October 30 2025 by Charles Rotblut
Though running and long-term investing are very different activities, the keys to succeeding at both share similar traits.
October 30 2025 by Charles Rotblut
Though running and long-term investing are very different activities, the keys to succeeding at both share similar traits.
October Charts of Interest: Happy Birthday, Bull Market!
October 23 2025 by Charles Rotblut
This month’s charts of interest compare the current bull market to past ones and reveal a few underlying market trends.
October 23 2025 by Charles Rotblut
This month’s charts of interest compare the current bull market to past ones and reveal a few underlying market trends.
Gold Soars, but the Reason Isn't Clear
October 16 2025 by Charles Rotblut
Gold has gained 64% year to date. What’s driving the rally?
October 16 2025 by Charles Rotblut
Gold has gained 64% year to date. What’s driving the rally?
More Time Spent on Your Portfolio Can Worsen Returns
October 09 2025 by Charles Rotblut
A research study shows that retired investors who spent more time managing their portfolio actually hurt their results.
October 09 2025 by Charles Rotblut
A research study shows that retired investors who spent more time managing their portfolio actually hurt their results.
Mutual Funds to Gain ETF Tax Advantages and Intraday Trading
October 02 2025 by Charles Rotblut
The impact on investors of allowing firms to offer dual mutual fund and ETF share classes.
October 02 2025 by Charles Rotblut
The impact on investors of allowing firms to offer dual mutual fund and ETF share classes.
Options for Your Cash as More Fed Rate Cuts Are Likely
September 25 2025 by Charles Rotblut
If you are trying to decide what to do with your cash allocations now, start by being clear about the rationale for your current allocation to cash.
September 25 2025 by Charles Rotblut
If you are trying to decide what to do with your cash allocations now, start by being clear about the rationale for your current allocation to cash.
September Charts of Interest: Rate Cuts, Plus a 3,821% Investment Return
September 18 2025 by Charles Rotblut
This month’s charts of interest look at the stock market’s summer rally, portfolio allocations and where interest rates could be headed.
September 18 2025 by Charles Rotblut
This month’s charts of interest look at the stock market’s summer rally, portfolio allocations and where interest rates could be headed.
Muni Bond Funds' Additional Advantage
September 11 2025 by Charles Rotblut
In most cases, municipal bond funds have had higher returns than similar taxable bond funds.
September 11 2025 by Charles Rotblut
In most cases, municipal bond funds have had higher returns than similar taxable bond funds.
Beware of the Popularity Trap for ETFs
September 04 2025 by Charles Rotblut
Winning funds when times are good end up subsequently lagging the broader market 60% of the time.
September 04 2025 by Charles Rotblut
Winning funds when times are good end up subsequently lagging the broader market 60% of the time.
History Cautions That Keurig Dr Pepper Spin-Off Returns Could Fizzle
August 28 2025 by Charles Rotblut
The data on corporate spin-offs paints an inconclusive picture regarding returns.
August 28 2025 by Charles Rotblut
The data on corporate spin-offs paints an inconclusive picture regarding returns.
August Charts of Interest: Valuations at Dot-Com Bubble Levels
August 21 2025 by Charles Rotblut
This month’s charts of interest start with a look at valuations for the S&P 500 index, which are at their highest in a quarter-century.
August 21 2025 by Charles Rotblut
This month’s charts of interest start with a look at valuations for the S&P 500 index, which are at their highest in a quarter-century.
Why Private Investments Don't Belong in 401(k) Accounts
August 14 2025 by Charles Rotblut
The desire to include private investments in workplace retirement plans seems to be coming from the industry itself.
August 14 2025 by Charles Rotblut
The desire to include private investments in workplace retirement plans seems to be coming from the industry itself.
Four Metrics for Identifying Risky Dividend Stocks
August 07 2025 by Charles Rotblut
While there is a benefit to getting juicier dividends, high yields can be a warning sign.
August 07 2025 by Charles Rotblut
While there is a benefit to getting juicier dividends, high yields can be a warning sign.
The Key OBBB Act Tax Changes for Individual Investors
July 31 2025 by Charles Rotblut
This month’s passage of the One Big Beautiful Bill (OBBB) Act brought both certainty and new tax-planning opportunities for individual investors.
July 31 2025 by Charles Rotblut
This month’s passage of the One Big Beautiful Bill (OBBB) Act brought both certainty and new tax-planning opportunities for individual investors.
July Charts of Interest: Tech Stocks Are Pricey vs. Other Large Caps
July 24 2025 by Charles Rotblut
This month’s charts reveal high stock valuations, larger equity allocations in retirement plans and reasons for small stock underperformance.
July 24 2025 by Charles Rotblut
This month’s charts reveal high stock valuations, larger equity allocations in retirement plans and reasons for small stock underperformance.
Why Some Swings in Market Sentiment Matter More Than Others
July 17 2025 by Charles Rotblut
The new AAII Contrarian Sentiment Indicator ranks our current investor sentiment against historical levels to identify directional bias and measure the proportion of opinions.
July 17 2025 by Charles Rotblut
The new AAII Contrarian Sentiment Indicator ranks our current investor sentiment against historical levels to identify directional bias and measure the proportion of opinions.
Combining Indicators to Better Assess the Market's Mood
July 10 2025 by Charles Rotblut
Forming a broad mosaic with indicators is important for determining the market’s current mood and whether it is showing signs of potentially changing.
July 10 2025 by Charles Rotblut
Forming a broad mosaic with indicators is important for determining the market’s current mood and whether it is showing signs of potentially changing.
The State of the U.S. Financial Markets as of Midyear 2025
July 03 2025 by Charles Rotblut
As of the end of June, this year has been a tale of two quarters for the stock market.
July 03 2025 by Charles Rotblut
As of the end of June, this year has been a tale of two quarters for the stock market.
The Case for Free Cash Flow in Stock Selection
June 26 2025 by Charles Rotblut
S&P Dow Jones Indices quietly launched a new index last year focused on free cash flow.
June 26 2025 by Charles Rotblut
S&P Dow Jones Indices quietly launched a new index last year focused on free cash flow.
June Charts of Interest: Tariffs Are Driving Prices Bananas
June 19 2025 by Charles Rotblut
This month’s charts illustrate tariff effects, the status of inflation, stock-bond correlation and how the market has responded to geopolitical shocks like the Israel-Iran conflict.
June 19 2025 by Charles Rotblut
This month’s charts illustrate tariff effects, the status of inflation, stock-bond correlation and how the market has responded to geopolitical shocks like the Israel-Iran conflict.
Don't Mistake MicroStrategy's 10% Preferred Yield for Pure Bitcoin Exposure
June 12 2025 by Charles Rotblut
MicroStrategy’s Stride preferred stock has three key characteristics that make it less attractive than investing in bitcoin in a more direct manner.
June 12 2025 by Charles Rotblut
MicroStrategy’s Stride preferred stock has three key characteristics that make it less attractive than investing in bitcoin in a more direct manner.
Six Minutes?! Study Finds That Investors Often Skip Proper Stock Research
June 05 2025 by Charles Rotblut
A study shows that the median investor spends just six minutes researching each stock they trade.
June 05 2025 by Charles Rotblut
A study shows that the median investor spends just six minutes researching each stock they trade.
The Bond Market Is Adjusting, Not Growling
May 29 2025 by Charles Rotblut
Bond traders have been pricing in a higher level of risk relative to a few months ago.
May 29 2025 by Charles Rotblut
Bond traders have been pricing in a higher level of risk relative to a few months ago.
May Charts of Interest: The Impact Tariffs Are Already Having
May 22 2025 by Charles Rotblut
This month’s charts illustrate the effects tariffs are having from different perspectives.
May 22 2025 by Charles Rotblut
This month’s charts illustrate the effects tariffs are having from different perspectives.
Flat but Furious: The S&P 500's Volatile Start to 2025
May 15 2025 by Charles Rotblut
As of mid-May, 2025 is already the fourth most volatile of the past 10 years based on the number of days the S&P 500 has closed with a gain or loss of 2% or more.
May 15 2025 by Charles Rotblut
As of mid-May, 2025 is already the fourth most volatile of the past 10 years based on the number of days the S&P 500 has closed with a gain or loss of 2% or more.
My Six Key Lessons From Warren Buffett
May 08 2025 by Charles Rotblut
Key takeaways for investors as Warren Buffet announces his retirement.
May 08 2025 by Charles Rotblut
Key takeaways for investors as Warren Buffet announces his retirement.
Five Moves to Stay Calm When the Market Isn't
May 01 2025 by Charles Rotblut
Uncertainty remains high, and day-to-day political and economic headlines continue to drive financial market volatility. Concerns about tariffs, inflation and government cutbacks are weighing on both institutional and individual investors.
May 01 2025 by Charles Rotblut
Uncertainty remains high, and day-to-day political and economic headlines continue to drive financial market volatility. Concerns about tariffs, inflation and government cutbacks are weighing on both institutional and individual investors.
April Charts of Interest: The Bond Market Gets Jittery
April 24 2025 by Charles Rotblut
This month’s charts cover the bond market, inflation expectations, the housing market and more.
April 24 2025 by Charles Rotblut
This month’s charts cover the bond market, inflation expectations, the housing market and more.
All-Time High Trend Strategies Are Not Without Costs and Risks
April 17 2025 by Charles Rotblut
Trend-following strategies often seem simple to follow when demonstrated but can be very difficult to execute in real time.
April 17 2025 by Charles Rotblut
Trend-following strategies often seem simple to follow when demonstrated but can be very difficult to execute in real time.
Winning and Losing Stocks During the Current Downturn
April 10 2025 by Charles Rotblut
A look at the best and worst performers in the S&P 500 index during the volatile period of February 19 through April 8, 2025.
April 10 2025 by Charles Rotblut
A look at the best and worst performers in the S&P 500 index during the volatile period of February 19 through April 8, 2025.
Staying Invested When Tariffs Rattle the Market
April 03 2025 by Charles Rotblut
Market history provides us with both perspectives and guidelines for days like today.
April 03 2025 by Charles Rotblut
Market history provides us with both perspectives and guidelines for days like today.
Gold Is Glittering but May Not Be Right for Your Portfolio
March 27 2025 by Charles Rotblut
Gold has been setting higher highs and higher lows since rising above a resistance level early in 2024.
March 27 2025 by Charles Rotblut
Gold has been setting higher highs and higher lows since rising above a resistance level early in 2024.
March Charts of Interest: A Buying Opportunity?
March 20 2025 by Charles Rotblut
This month’s charts of interest provide some insights you are likely not seeing in the headlines about the current market environment.
March 20 2025 by Charles Rotblut
This month’s charts of interest provide some insights you are likely not seeing in the headlines about the current market environment.
Investing for the Long Term Despite Tariff-Driven Volatility
March 13 2025 by Charles Rotblut
The latest round of stock market volatility is being caused in large part by the uncertainty regarding tariffs.
March 13 2025 by Charles Rotblut
The latest round of stock market volatility is being caused in large part by the uncertainty regarding tariffs.
33 Top-Graded Mid-Cap Dividend Payers
March 06 2025 by Charles Rotblut
Investors who prefer dividends do a disservice to their portfolios when they focus solely on large-cap companies.
March 06 2025 by Charles Rotblut
Investors who prefer dividends do a disservice to their portfolios when they focus solely on large-cap companies.
Buffett's Cash Problem Isn't Your Problem
February 27 2025 by Charles Rotblut
Berkshire Hathaway’s combined cash and short-term investment balance accounts for 28% of its total assets.
February 27 2025 by Charles Rotblut
Berkshire Hathaway’s combined cash and short-term investment balance accounts for 28% of its total assets.
February Charts of Interest: Tariffs, Uncertainty, Eggs and More
February 20 2025 by Charles Rotblut
The February 2025 charts of interest show less growth stocks and more value stocks, the length of the bond market slump and more.
February 20 2025 by Charles Rotblut
The February 2025 charts of interest show less growth stocks and more value stocks, the length of the bond market slump and more.
Five Simple Steps to Make Sense of Earnings Reports
February 13 2025 by Charles Rotblut
I follow a routine process for analyzing earnings news that I’ve found helpful.
February 13 2025 by Charles Rotblut
I follow a routine process for analyzing earnings news that I’ve found helpful.
How Tariffs Could Affect U.S. Individual Investors
February 06 2025 by Charles Rotblut
The risks of trade wars occurring have increased recently. What you need to know.
February 06 2025 by Charles Rotblut
The risks of trade wars occurring have increased recently. What you need to know.
What Investors Should Know From Monday's AI Sell-Off
January 30 2025 by Charles Rotblut
Monday’s news that Chinese artificial intelligence (AI) start-up DeepSeek has matched the capabilities of leading American AI models sent shockwaves through certain sectors and industries.
January 30 2025 by Charles Rotblut
Monday’s news that Chinese artificial intelligence (AI) start-up DeepSeek has matched the capabilities of leading American AI models sent shockwaves through certain sectors and industries.
January Charts of Interest: Presidential Stock Market Scorecard
January 23 2025 by Charles Rotblut
The January charts of interest look at how markets fared under presidents from different political parties.
January 23 2025 by Charles Rotblut
The January charts of interest look at how markets fared under presidents from different political parties.
Where Market Indicators Stand as We Start 2025
January 16 2025 by Charles Rotblut
A look at various market indicators to give you a sense of where we are at as 2025 is still in its infancy.
January 16 2025 by Charles Rotblut
A look at various market indicators to give you a sense of where we are at as 2025 is still in its infancy.
Stock Market History After Back-to-Back 20% Gains
January 09 2025 by Charles Rotblut
What to expect in 2025 after two consecutive years with annual gains of more than 20%.
January 09 2025 by Charles Rotblut
What to expect in 2025 after two consecutive years with annual gains of more than 20%.
2024's Most-Read Investor Updates: High Yields and Buying on Dips
January 02 2025 by Charles Rotblut
Topics that got the most attention in 2024 ranged from double-digit dividend yields to retirement planning and family caregiving.
January 02 2025 by Charles Rotblut
Topics that got the most attention in 2024 ranged from double-digit dividend yields to retirement planning and family caregiving.
December Charts of Interest: A Small-Cap Resurgence?
December 19 2024 by Charles Rotblut
The December charts of interest offers an updated look at market momentum, valuations and inflation.
December 19 2024 by Charles Rotblut
The December charts of interest offers an updated look at market momentum, valuations and inflation.
S&P 500 Stocks With the Potential to Outperform in 2025
December 12 2024 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2025.
December 12 2024 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2025.
Five Smart Strategies to Reduce Your 2024 Capital Gains Taxes
December 05 2024 by Charles Rotblut
Five tax-savvy strategies to consider before year-end 2024.
December 05 2024 by Charles Rotblut
Five tax-savvy strategies to consider before year-end 2024.
Thanksgiving Conversations: Planning for the Future
November 28 2024 by Charles Rotblut
Thanksgiving weekend may be a good time to talk to your family about late(r)-in-life care, estate plans, finances and related issues.
November 28 2024 by Charles Rotblut
Thanksgiving weekend may be a good time to talk to your family about late(r)-in-life care, estate plans, finances and related issues.
November Charts of Interest: The S&P 500 Returns Under Republican Control
November 21 2024 by Charles Rotblut
A look at how the market and consumer outlook have shifted since the presidential election, plus how high growth stocks fare over time.
November 21 2024 by Charles Rotblut
A look at how the market and consumer outlook have shifted since the presidential election, plus how high growth stocks fare over time.
Unawareness of Cognitive Impairment Reduces Your Wealth
November 14 2024 by Charles Rotblut
Investors who don’t realize they’ve had a severe memory loss event experience significantly larger drops in wealth than those who are aware of their cognitive declines.
November 14 2024 by Charles Rotblut
Investors who don’t realize they’ve had a severe memory loss event experience significantly larger drops in wealth than those who are aware of their cognitive declines.
TCJA Tax Cuts Ending in 2025
November 07 2024 by Charles Rotblut
Several provisions in the tax code will sunset at the end of 2025 without action by Congress.
November 07 2024 by Charles Rotblut
Several provisions in the tax code will sunset at the end of 2025 without action by Congress.
How I Picked a New Fund for My 403(b)
October 31 2024 by Charles Rotblut
I replaced a mutual fund in my 403(b) account due to long-term relative performance.
October 31 2024 by Charles Rotblut
I replaced a mutual fund in my 403(b) account due to long-term relative performance.
Analyzing the Metrics of Stocks Advertised on CNBC
October 24 2024 by Charles Rotblut
Looking into some of the companies advertised on CNBC shows their riskiness for stock investors.
October 24 2024 by Charles Rotblut
Looking into some of the companies advertised on CNBC shows their riskiness for stock investors.
October Charts of Interest: Happy Second Birthday, Bull Market
October 17 2024 by Charles Rotblut
October 2024 charts of interest cover the bull market, Social Security COLA, the rising age dependency ratio and delays at TreasuryDirect.
October 17 2024 by Charles Rotblut
October 2024 charts of interest cover the bull market, Social Security COLA, the rising age dependency ratio and delays at TreasuryDirect.
The Lessons We Learned From Caregiving and Estate Settlement
October 10 2024 by Charles Rotblut
Estate planning lessons learned and insights gained from personal experience with a parent.
October 10 2024 by Charles Rotblut
Estate planning lessons learned and insights gained from personal experience with a parent.
Our New Data Feed and Its Impact on Your Investments
October 03 2024 by Charles Rotblut
Some observations on our recent switch to S&P Global Market Intelligence for the stock data on our websites.
October 03 2024 by Charles Rotblut
Some observations on our recent switch to S&P Global Market Intelligence for the stock data on our websites.
A Snapshot of Current Stock Valuations
September 26 2024 by Charles Rotblut
An updated look at the average valuation ratios underlying our A+ Investor Value Grade.
September 26 2024 by Charles Rotblut
An updated look at the average valuation ratios underlying our A+ Investor Value Grade.
September Charts of Interest: Rate Cut Edition
September 19 2024 by Charles Rotblut
Possible effect of the first cut in interest rates in four years.
September 19 2024 by Charles Rotblut
Possible effect of the first cut in interest rates in four years.
Excess CAPE Yield Low Ahead of Potential Interest Rate Cut
September 12 2024 by Charles Rotblut
With the probability of an interest rate cut occurring next week, I revisit a stock market valuation measure that adjusts for interest rates: The excess CAPE yield.
September 12 2024 by Charles Rotblut
With the probability of an interest rate cut occurring next week, I revisit a stock market valuation measure that adjusts for interest rates: The excess CAPE yield.
A Rebound in the Number of Stocks, but Share Prices Rise More
September 05 2024 by Charles Rotblut
The average share price of exchange-listed stocks has risen, especially over the past 10 years.
September 05 2024 by Charles Rotblut
The average share price of exchange-listed stocks has risen, especially over the past 10 years.
The Advantages of Combining Momentum and Equal Weighting
August 29 2024 by Charles Rotblut
Value has long been known as a counter to growth in the investing world. The folks at S&P Dow Jones Indices have recently pointed out another odd couple: equal weight and momentum.
August 29 2024 by Charles Rotblut
Value has long been known as a counter to growth in the investing world. The folks at S&P Dow Jones Indices have recently pointed out another odd couple: equal weight and momentum.
August Charts of Interest: A Key Indicator Now Suggests No Recession
August 22 2024 by Charles Rotblut
The August charts of interest give updated views on the economy and the stock market.
August 22 2024 by Charles Rotblut
The August charts of interest give updated views on the economy and the stock market.
Profit by Buying the S&P 500's Castoffs
August 15 2024 by Charles Rotblut
Learn about a strategy that capitalizes on value stocks.
August 15 2024 by Charles Rotblut
Learn about a strategy that capitalizes on value stocks.
Three Signals for When to Buy Stocks During Market Drops
August 08 2024 by Charles Rotblut
Market indicators to look for when you want to buy stocks and exchange-traded funds (ETFs) at a bargain.
August 08 2024 by Charles Rotblut
Market indicators to look for when you want to buy stocks and exchange-traded funds (ETFs) at a bargain.
Avoid These Costly Retirement Account Rollover Mistakes
August 01 2024 by Charles Rotblut
What to avoid when rolling over your retirement account.
August 01 2024 by Charles Rotblut
What to avoid when rolling over your retirement account.
July Charts of Interest: The Small-Cap Stock Resurgence
July 25 2024 by Charles Rotblut
The July charts of interest show the recent growth in small caps.
July 25 2024 by Charles Rotblut
The July charts of interest show the recent growth in small caps.
Chasing Super High Yields Can Burn Your Portfolio
July 18 2024 by Charles Rotblut
Why you should watch out for the yields on the new pay-in-kind (PIK) toggle notes.
July 18 2024 by Charles Rotblut
Why you should watch out for the yields on the new pay-in-kind (PIK) toggle notes.
Balancing Longevity Risk With Late-in-Life Care Expenses
July 11 2024 by Charles Rotblut
How to strike a balance with late-in-life care expenses.
July 11 2024 by Charles Rotblut
How to strike a balance with late-in-life care expenses.
Seven Steps for Picking the Right Fund
June 27 2024 by Charles Rotblut
Tips for how to find mutual funds and exchange-traded funds (ETFs) for your portfolio.
June 27 2024 by Charles Rotblut
Tips for how to find mutual funds and exchange-traded funds (ETFs) for your portfolio.
June Charts of Interest: High Concentration Is Covering Market Undercurrents
June 20 2024 by Charles Rotblut
The June charts of interest cover the latest market moves.
June 20 2024 by Charles Rotblut
The June charts of interest cover the latest market moves.
What Two Bond Market Indicators Are Telling Investors at Midyear
June 13 2024 by Charles Rotblut
An update on the yield curve and the breakeven inflation rate.
June 13 2024 by Charles Rotblut
An update on the yield curve and the breakeven inflation rate.
Revisiting the Meme Stock Craze
June 06 2024 by Charles Rotblut
A review of the meme stock craze since some lessons are hard to learn.
June 06 2024 by Charles Rotblut
A review of the meme stock craze since some lessons are hard to learn.
What Faster Trade Settlements Mean for Investors
May 23 2024 by Charles Rotblut
The trade settlement period will be one day shorter starting Tuesday, May 28, 2024.
May 23 2024 by Charles Rotblut
The trade settlement period will be one day shorter starting Tuesday, May 28, 2024.
May Charts of Interest: Buybacks Are Rising
May 16 2024 by Charles Rotblut
May charts of interest covers increases across the board in buybacks, individual investors’ wealth and housing prices.
May 16 2024 by Charles Rotblut
May charts of interest covers increases across the board in buybacks, individual investors’ wealth and housing prices.
Does It Make Sense for BlackRock to Add Annuities to Retirement Plans?
May 09 2024 by Charles Rotblut
New BlackRock funds have an annuity component, but does that make them good investments?
May 09 2024 by Charles Rotblut
New BlackRock funds have an annuity component, but does that make them good investments?
Reasons for Not Selling Stocks This May
May 02 2024 by Charles Rotblut
The case for not selling in May and going away.
May 02 2024 by Charles Rotblut
The case for not selling in May and going away.
The Benefits and Costs of Diversification in My 403(b)
April 25 2024 by Charles Rotblut
Diversifying increases the odds of being in the right asset class and category at the right time.
April 25 2024 by Charles Rotblut
Diversifying increases the odds of being in the right asset class and category at the right time.
April Charts of Interest: The S&P 500's Streak Ends
April 18 2024 by Charles Rotblut
April charts of interest about the latest market moves.
April 18 2024 by Charles Rotblut
April charts of interest about the latest market moves.
Why Large-Cap Super Micro Computer Is Still in the Small-Cap Russell 2000 Index
April 11 2024 by Charles Rotblut
Why a large-cap stock is held in a small-cap index.
April 11 2024 by Charles Rotblut
Why a large-cap stock is held in a small-cap index.
Five Retirement Challenges and Solutions for Them
April 04 2024 by Charles Rotblut
BlackRock’s Larry Fink on retirement solutions.
April 04 2024 by Charles Rotblut
BlackRock’s Larry Fink on retirement solutions.
Remembering Daniel Kahneman
March 28 2024 by Charles Rotblut
Lessons from the late Daniel Kahneman on behavioral finance.
March 28 2024 by Charles Rotblut
Lessons from the late Daniel Kahneman on behavioral finance.
March Charts of Interest: The Equal-Weight S&P 500's Unusual Underperformance
March 21 2024 by Charles Rotblut
March charts of interest cover the S&P 500 index and its variations.
March 21 2024 by Charles Rotblut
March charts of interest cover the S&P 500 index and its variations.
A Luncheon With Cathie Wood of ARK Invest
March 14 2024 by Charles Rotblut
Innovation-focused ETFs and their risks.
March 14 2024 by Charles Rotblut
Innovation-focused ETFs and their risks.
Dividend Stocks Yielding 10% or More
March 07 2024 by Charles Rotblut
Worth the risk? Take a look at the highest-yielding dividend-paying stocks.
March 07 2024 by Charles Rotblut
Worth the risk? Take a look at the highest-yielding dividend-paying stocks.
Warren Buffett on Why You Shouldn't Trust Forecasts
February 29 2024 by Charles Rotblut
The latest advice from the Berkshire Hathaway shareholder letter.
February 29 2024 by Charles Rotblut
The latest advice from the Berkshire Hathaway shareholder letter.
February Charts of Interest: The Impacts of Inflation and Interest Rates
February 22 2024 by Charles Rotblut
The February charts of interest covers how inflation is impacting consumers.
February 22 2024 by Charles Rotblut
The February charts of interest covers how inflation is impacting consumers.
The 25x4 Allocation Is Questionable
February 15 2024 by Charles Rotblut
Analysis of the 25x4 allocation and its past performance.
February 15 2024 by Charles Rotblut
Analysis of the 25x4 allocation and its past performance.
Very High-Cost Mutual Funds and ETFs (Along With Cheaper Alternatives)
February 08 2024 by Charles Rotblut
How the most expensive mutual funds and ETFs stack up.
February 08 2024 by Charles Rotblut
How the most expensive mutual funds and ETFs stack up.
Putting Money Into the Market, the Fed and the January Barometer
February 01 2024 by Charles Rotblut
Answering the age-old question: “Is now a good time to invest?”
February 01 2024 by Charles Rotblut
Answering the age-old question: “Is now a good time to invest?”
Optimism Among Individual Investors Bounced Back Last Year
January 25 2024 by Charles Rotblut
Historical look at how investor sentiment has changed over the last year and the long term.
January 25 2024 by Charles Rotblut
Historical look at how investor sentiment has changed over the last year and the long term.
January Charts of Interest: Quality Boosts Returns
January 18 2024 by Charles Rotblut
January charts of interest look at how important financial quality is for investments.
January 18 2024 by Charles Rotblut
January charts of interest look at how important financial quality is for investments.
My Initial Observations on the New Spot Bitcoin ETFs
January 11 2024 by Charles Rotblut
Everything you need to know about the new spot bitcoin ETFs.
January 11 2024 by Charles Rotblut
Everything you need to know about the new spot bitcoin ETFs.
Where Market Indicators Stand as We Start 2024
January 04 2024 by Charles Rotblut
Looking at the potential of the 2024 market.
January 04 2024 by Charles Rotblut
Looking at the potential of the 2024 market.
AAII Members Expect Stocks to Rise and Bond Yields to Fall in 2024
December 28 2023 by Charles Rotblut
The latest milestone and history of the AAII Sentiment Survey.
December 28 2023 by Charles Rotblut
The latest milestone and history of the AAII Sentiment Survey.
December Charts of Interest: Stocks Are Overbought
December 21 2023 by Charles Rotblut
December charts of interest cover the latest in stock market movements.
December 21 2023 by Charles Rotblut
December charts of interest cover the latest in stock market movements.
How Inflation Expectations and Bond Yields Have Changed
December 14 2023 by Charles Rotblut
Where the yield curve stands and what this means for interest rates and bond yields.
December 14 2023 by Charles Rotblut
Where the yield curve stands and what this means for interest rates and bond yields.
Four Strategies for Reducing Capital Gains Taxes on Investments
December 07 2023 by Charles Rotblut
Year-end tax moves to reduce capital gains.
December 07 2023 by Charles Rotblut
Year-end tax moves to reduce capital gains.
Remembering Charlie Munger
November 30 2023 by Charles Rotblut
A look at Charlie Munger’s investing philosophy and career.
November 30 2023 by Charles Rotblut
A look at Charlie Munger’s investing philosophy and career.
Seven Reasons for Investors to Be Grateful in 2023
November 23 2023 by Charles Rotblut
Every year at Thanksgiving, I share a list of reasons for investors to be grateful.
November 23 2023 by Charles Rotblut
Every year at Thanksgiving, I share a list of reasons for investors to be grateful.
November Charts of Interest: Small-Cap Pain
November 16 2023 by Charles Rotblut
This month’s charts of interest cover small caps, earnings and bonds.
November 16 2023 by Charles Rotblut
This month’s charts of interest cover small caps, earnings and bonds.
Dealing With Shades of Gray in My Allocation
November 09 2023 by Charles Rotblut
How to allocate your portfolio when some asset classes are nearing their threshold for rebalancing.
November 09 2023 by Charles Rotblut
How to allocate your portfolio when some asset classes are nearing their threshold for rebalancing.
Cash Is Popular, but Be Careful When Allocating to It
November 02 2023 by Charles Rotblut
How to utilize cash in your portfolio.
November 02 2023 by Charles Rotblut
How to utilize cash in your portfolio.
Expanding Upon the 10 Commandments of Investing
October 26 2023 by Charles Rotblut
Another look at James Cloonan’s 10 investing commandments.
October 26 2023 by Charles Rotblut
Another look at James Cloonan’s 10 investing commandments.
October Charts of Interest: Soaring Bond Yields and Falling Bond Prices
October 19 2023 by Charles Rotblut
This month’s charts of interest cover bond yields and prices.
October 19 2023 by Charles Rotblut
This month’s charts of interest cover bond yields and prices.
Index Fund Expense Ratios May Be Bottoming Out
October 12 2023 by Charles Rotblut
Take advantage of index funds with the lowest expense ratios.
October 12 2023 by Charles Rotblut
Take advantage of index funds with the lowest expense ratios.
Financial Independence and Retirement
October 05 2023 by Cynthia McLaughlin
How to navigate every phase of retirement with AAII Retirement Investing.
October 05 2023 by Cynthia McLaughlin
How to navigate every phase of retirement with AAII Retirement Investing.
James Cloonan's 10 Commandments for Investing
September 28 2023 by Charles Rotblut
Learn AAII founder James Cloonan’s 10 commandments for investing.
September 28 2023 by Charles Rotblut
Learn AAII founder James Cloonan’s 10 commandments for investing.
September Charts of Interest: Some Stocks Stay Expensive
September 21 2023 by Charles Rotblut
September charts of interest cover highly valued stocks.
September 21 2023 by Charles Rotblut
September charts of interest cover highly valued stocks.
Current Valuation Ranges for Stocks
September 14 2023 by Charles Rotblut
Current ranges for the valuation ratios included in the AAII Value Grade and Score.
September 14 2023 by Charles Rotblut
Current ranges for the valuation ratios included in the AAII Value Grade and Score.
Guidelines for Selling Stocks
September 07 2023 by Charles Rotblut
How to create your own sell rules based on your investing strategy.
September 07 2023 by Charles Rotblut
How to create your own sell rules based on your investing strategy.
Interest Rates Are Higher. Your Taxes Could Be Too.
August 31 2023 by Charles Rotblut
How interest is taxed and the potential implications for your situation.
August 31 2023 by Charles Rotblut
How interest is taxed and the potential implications for your situation.
August Charts of Interest: More Costly to Finance Big Purchases
August 24 2023 by Charles Rotblut
This month’s charts of interest cover cost increases on large purchases.
August 24 2023 by Charles Rotblut
This month’s charts of interest cover cost increases on large purchases.
Can You Use ChatGPT to Create a Portfolio of Stocks?
August 17 2023 by Charles Rotblut
The results of using ChatGPT to build a portfolio of stocks.
August 17 2023 by Charles Rotblut
The results of using ChatGPT to build a portfolio of stocks.
Earnings Are Better Than Expected, but Look Beyond the Surprises
August 10 2023 by Charles Rotblut
Second-quarter 2023 earnings have so far exceeded expectations by a higher margin than has been recently seen.
August 10 2023 by Charles Rotblut
Second-quarter 2023 earnings have so far exceeded expectations by a higher margin than has been recently seen.
How Much Is a Mega Millions Lottery Ticket Worth?
August 03 2023 by Charles Rotblut
Calculating the expected value of a lottery ticket based on the odds.
August 03 2023 by Charles Rotblut
Calculating the expected value of a lottery ticket based on the odds.
Should Barbie Follow Her Fund Manager to Another Firm?
July 27 2023 by Charles Rotblut
While Barbie has successfully made the transition from her Malibu house to the big screen, star mutual fund managers often find it more difficult to maintain a high level of outperformance after jumping to a new firm.
July 27 2023 by Charles Rotblut
While Barbie has successfully made the transition from her Malibu house to the big screen, star mutual fund managers often find it more difficult to maintain a high level of outperformance after jumping to a new firm.
July Charts of Interest: The Magnificent Seven
July 20 2023 by Charles Rotblut
This month’s charts of interest covers divergences currently occurring in the market.
July 20 2023 by Charles Rotblut
This month’s charts of interest covers divergences currently occurring in the market.
The SECURE Acts Make Roth IRAs More Attractive
July 13 2023 by Charles Rotblut
The SECURE 2.0 Act has added to the benefits of Roth IRAs for many investors.
July 13 2023 by Charles Rotblut
The SECURE 2.0 Act has added to the benefits of Roth IRAs for many investors.
June Charts of Interest: Are Happy Days Here Again?
June 22 2023 by Charles Rotblut
The S&P 500 index entered a new bull market on June 8, 2023. So not surprisingly, I'm going to start this month's charts of interest by addressing the question of what happens next.
June 22 2023 by Charles Rotblut
The S&P 500 index entered a new bull market on June 8, 2023. So not surprisingly, I'm going to start this month's charts of interest by addressing the question of what happens next.
A Growth Stock or Not? Plus, Other Notes From the Morningstar Investment Conference
April 27 2023 by Charles Rotblut
April 27 2023 by Charles Rotblut
Recent Dividend Aristocrats Additions Reveal Leeway in the Rules
February 09 2023 by Charles Rotblut
February 09 2023 by Charles Rotblut
Optimism Among Individual Investors Was Historically Low Last Year
January 12 2023 by Charles Rotblut
January 12 2023 by Charles Rotblut
Cryptocurrency Debacle Highlights Importance of Where You Bank and Invest
November 17 2022 by Charles Rotblut
November 17 2022 by Charles Rotblut
Suggestions for Customizing the 60/40 Portfolio (and Other Allocations)
May 26 2022 by Charles Rotblut
May 26 2022 by Charles Rotblut
Smart Investing Steps You Can Take During the Current Bout of Volatility
January 27 2022 by Charles Rotblut
January 27 2022 by Charles Rotblut
Portfolio Allocations Often Do Not Follow Shifts in Sentiment
January 20 2022 by Charles Rotblut
AAII members frequently make fewer portfolio moves than the weekly fluctuations in our Sentiment Survey would suggest.
January 20 2022 by Charles Rotblut
AAII members frequently make fewer portfolio moves than the weekly fluctuations in our Sentiment Survey would suggest.
2022 Brings New Life Expectancy Tables for Calculating RMDs
January 06 2022 by Charles Rotblut
How much retirees are required to withdraw from traditional IRAs, SEP IRAs and SIMPLE IRAs; 401(k), 403(b) and 457 plan accounts; and Roth 401(k) accounts changed at the start of this year.
January 06 2022 by Charles Rotblut
How much retirees are required to withdraw from traditional IRAs, SEP IRAs and SIMPLE IRAs; 401(k), 403(b) and 457 plan accounts; and Roth 401(k) accounts changed at the start of this year.
The Size of Withdrawals Relative to Wealth Influences Risk Tolerance
December 16 2021 by Charles Rotblut
December 16 2021 by Charles Rotblut
Reasons for Individual Investors to Be Grateful in 2021
November 25 2021 by Charles Rotblut
A list of things we individual investors should be grateful for on Thanksgiving but may overlook.
November 25 2021 by Charles Rotblut
A list of things we individual investors should be grateful for on Thanksgiving but may overlook.
Automate Retirement Savings and Retirement
September 30 2021 by Charles Rotblut
Automating various actions can help prevent unintended errors. Using auto-pilot when appropriate can also limit the influence that behavioral errors and noise have on the portfolio management process.
September 30 2021 by Charles Rotblut
Automating various actions can help prevent unintended errors. Using auto-pilot when appropriate can also limit the influence that behavioral errors and noise have on the portfolio management process.
An Update on Inherited Retirement Accounts and Bankruptcy Protections
August 05 2021 by Charles Rotblut
August 05 2021 by Charles Rotblut
Navigating the Tax Consequences of Required Minimum Distributions
October 01 2020 by Charles Rotblut
October 01 2020 by Charles Rotblut