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 ...

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 ...

Try adding some tech growth to your portfolio.” That was a suggestion I received last week. The reality is that “tech growth” ...

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 ...

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 ...

In the summer of 1944, with the war in Europe not yet won, the United States convened 44 nations at a resort hotel in Bretton Woods, New Hampshire, and wrote the rules of the postwar world. The dollar ...

Have you ever heard of Succession Risk? It occurs when key leaders of a company leave their position—whether expected or not—and a clear successor isn’t already in place. When key leaders leave, there ...

In 1712, an ironmonger named Thomas Newcomen built a machine in Dudley, England that changed the world. Not immediately. Not obviously. The Newcomen engine was crude, inefficient, and mostly used to ...

Earlier this month, I headed from Virginia to Florida on the Amtrak auto train. I highly recommend this option instead of driving down I-95. On my way back to the DC area, the sleeper cabins and ...