Featured Insights

High VIX readings may feel unsettling, but they've often coincided with attractive long-term buying opportunities.

If AI can write code, pass exams, and reason through complex problems… can it beat the market? We put today's leading AI models to the test - and the results may surprise you.

What if selling your startup shares could mean paying little to no federal capital gains tax? QSBS is one of the most powerful and overlooked wealth-building opportunities available.

By design, a well-diversified portfolio always contains investments you may end up regretting...but that discomfort is the price of avoiding catastrophic outcomes.

The case for LSDI improves meaningfully in specific circumstances, but for many investors being pitched the strategy, the math doesn't support the hype.

Is a stock market crash just around the corner? It's a question on a lot of investors' minds these days - in this note, we'll explore a few different approaches to answering this question, including a detailed explanation of our favorite.

Twenty of the most influential voices in personal finance converge on a unified message: successful financial decision-making requires discipline, humility, and knowing that complexity is the enemy.

We steer our financial course through life choosing how much to spend and how to invest what's left, periodically updating our choices as circumstances evolve. It's a pretty simple problem to put into words, but finding an optimal solution has occupied some very bright minds since Harry Markowitz got the ball rolling 60 years ago.

Inheritance can be an important way to help support your family in the long-term - but even a large sum may not go as far as you might think.

What do you stand to inherit? It still feels like a question from a different age, despite its growing importance today.

Bond markets are a valuable source of information about the future. If you believe in the wisdom of crowds - particularly when the crowd is big, has lots of money and tends to focus on cash flows rather than blithely extrapolating future returns from the past - then you'll want to know what the bond market crowd has to say.

By Victor Haghani and James White[note] All errors are our own, they are fewer due to the help of our friends David Blob, Larry Hilibrand, Mark Jansen, and Jeffrey Rosenbluth, as well as our colleague Jerry Bell, who gave their comments on this article. An extra thanks to Larry Hilibrand - the first time we heard this question was from Larry over 30 years ago.[/note] ESTIMATED READING TIME: 9 min. [addtoany] The Question This is