Research

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How to invest your enormous inheritance

July 1, 2025 — This article originally appeared in the June 12th 2025 edition of The Economist and is being reprinted here with permission. All rights to the original content are retained by The Economist. What do you stand to inherit? It still feels like a question from a different age, despite its growing importance today. In 2025 people across the rich world will inherit some $6trn, or around 10% of GDP — a figure that has climbed sharply

Investing 101

Size Matters in the Roth IRA Conversion Decision

June 18, 2025 — Converting a Traditional IRA to a Roth IRA – commonly called a “Roth conversion” – is a process that allows you to move retirement savings from a traditional IRA to a tax-free Roth IRA...

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Decoding the Bond Market

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.

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The Most Revealing Question in Personal Investing...and How Warren Buffett Helps Us Answer It

May 12, 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. 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.

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