Research

Are TIPS riskier than they seem? We explore why inflation-protected bonds may be safer than their price fluctuations suggest.

The US makes up 62% of global stock indexes, but just 42% of the world's total stock market value. Why the gap, and what might it mean for investors?

What can today’s bond markets tell us about the future? We look across the U.S., Europe, U.K. and Japan to see what global yields may be signaling for investors.

Would you risk going broke for a shot at becoming a billionaire? Maximizing extreme wealth can mean taking extreme risks.

Most of us keep a chunk of cash on hand — a "float." It's not meant to grow your wealth over decades, but that doesn't mean it should be earning nothing...and yet, for a surprising number of people, that's exactly what's happening.

The CFTC recently cleared the way for a new kind of contract - the perpetual future - to trade in the United States, opening the door for platforms like Kalshi and Coinbase...but the decision didn't sit well everywhere.

One of the central themes of our research is the importance of investment sizing. We’ve always preferred a more forward-looking approach – and to see why that’s our preference, it’s helpful to be precise about what we mean by 'expected return.'

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

In this episode of The Smarter Planner Podcast, host Belle Osvath welcomes back Victor Haghani, founder of Elm Wealth and co-author of The Missing Billionaires: A Guide to Better Financial Decisions.

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.