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Mid-2026: Optimism remains amidst uncertain times
At the midway point of 2026, the overall market and economy have managed remarkably well, and stock prices reflect optimism.
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Past Articles
Active management: Less risk, more return
By Kyle Tetting The argument for indexing fails to account for a small subset of actively managed funds that do consistently outperform their benchmarks. Also, the argument fails to account for risk by focusing solely on the returns of the indexes compared to actively managed funds. […]
How much to spend in retirement
How much you can afford to spend in retirement involves your ability to spend some percentage of your investment portfolio.
Capital Gains Distributions
Tom Pappenfus explains in a Q&A why investors need to understand capital gains and their possible tax consequences.
Socially Responsible Investing
A new report from the Forum for Sustainable and Responsible Investment shows socially conscious investment assets have grown 76% to more than $6.5 trillion since 2012. Such expansion has helped broaden options and lower costs for investors, making it easier to do well while doing good, as Kyle Tetting explains in a MONEY TALK VIDEO. […]
Seeing how your equities are balanced
A style box can help analyze how equities are balanced, as Kyle Tetting shows in a MONEY TALK VIDEO. […]
The right mix of investments
By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]