A Dividend Just Isn’t What It Used to Be

A Dividend Just Isn’t What It Used to Be

Monday, September 28, 2026 Over the years, stock dividends seem to have taken a back seat to other forms of returning capital to shareholders, like buybacks. Well on top of that, now stock dividends can no longer compete with Treasury bonds. In July 2016, 63.4% of...
A Stretched Consumer is Showing Up in the Data

A Stretched Consumer is Showing Up in the Data

Monday, September 21, 2026 When it comes to consumer spending, which drives the majority of the U.S. economy, many American consumers are tapping the brakes. July retail sales fell 0.6% to $763 billion. That figure was the steepest monthly drop since May of last year....
The Elephants in the Room

The Elephants in the Room

Monday, September 14, 2026 The federal government’s share of the economy is the largest it’s been in 75 years. So far in the 2020s, federal spending has averaged 26% of gross domestic product, which is the value of everything the country produces in one year....
The Key to the 60/40 Portfolio Has Flipped

The Key to the 60/40 Portfolio Has Flipped

Tuesday, September 8, 2026 Most investors are familiar with the 60/40 portfolio concept, where 60% of a portfolio is held in equities and 40% in bonds. It’s been a popular model for some time due to its effectiveness. The stocks portion of the portfolio serves as the...
If You Only Invest in The U.S., It’s A Huge Risk

If You Only Invest in The U.S., It’s A Huge Risk

Monday, August 31 Naturally as a host nation, the U.S. had a lot of support at the World Cup. As a global economic powerhouse, investors also strongly support American equities. But it’s risky if your retirement portfolio is only screaming, “U-S-A! U-S-A!” And it...
To the Moon and Back

To the Moon and Back

Monday, August 24 Earnings season is here again, with banks first reporting blowout earnings. The outperformance was driven by investment banking, specifically fees related to the SpaceX initial public offering. JP Morgan Chase had a record quarterly profit – $21...