June 9, 2025 — 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.

April 9, 2025 — What's the best way to distribute your stock and bond holdings between your taxable and non-taxable investment accounts?

March 26, 2025 — By Victor Haghani and James White [note]This is not an offer or solicitation to invest, nor are we tax experts and nothing herein should be construed as tax advice. Past returns are not indicative of future performance. Thank you to Professors John Campbell and Nick Barberis for pointing us to relevant areas of the academic literature, and to Jeff Rosenbluth and Larry Hilibrand for their comments.[/note] ESTIMATED READING TIME: 8 min. As market prices change

February 21, 2025 — Insurance is top of mind for many American families right now. All around the country, those without insurance are likely wondering if they should get it, and those with insurance are bracing for higher premiums and may be contemplating whether it’s cost-effective to keep it.