Jess Bebel

And which companies we think could rise to the top of the AI evolution.

Plus, why a retirement expert says Social Security is ‘about as close to a guarantee as anyone can count on.’

Why Morningstar’s stock valuations aren’t built to game short-term market movements.

Which previous software stock picks we think AI threatens the most, and why this company stands out from its peers.

Frameworks for sustainable withdrawal strategies, and how to plan for a potential reduction in Social Security benefits.

How to know when it’s time to take profits on the stock of a great company.

Why we like Blackstone stock, with a few reservations.

After sharp rallies in both sectors, strong performance may argue for trimming positions rather than adding exposure.

How lower taxes on IRA withdrawals could unlock trillions in retirement savings and help retirees spend with confidence.

How Blue Owl’s saga is sending private credit fears soaring.

What the market is looking for from the AI stock giants, and whether Nvidia is a buy today.

What signals investors should watch in the fog of war, and 2 ways to hedge your portfolio against geopolitical risks.

Why private markets can fall into investors’ ‘too-hard pile,’ key questions to ask about evergreen funds, and whether the return is worth the risk.

As selloffs continue, the market is trying to answer the question: Which services and products can be replaced by artificial intelligence?

If high‑bandwidth memory supply catches up or demand growth slows, we expect these stocks to fall faster than they rose.

What tariff uncertainty means for the markets, and why investors shouldn’t overreact to the news.

And how investors can avoid being hyperbolic discounters when the market takes a turn.

Amid shifting macroeconomic environments, here’s where investors can find opportunities in the EU.

Plus, one top software stock pick from one of the cheapest sectors in the EU.

Income is back, and it’s reshaping how bonds behave in portfolios. Here’s how.

Why we think these stocks are picks today, and how investors can gain emerging-market exposure with one US stock.

With tech giants’ 2026 capex forecasts topping $700 billion, investors are wondering whether the AI use case can justify the cost.

What is next for the software sector after last week’s selloff, and whether the AI trade is dead.

Three simple steps to get your digital affairs in order and leave your loved ones only what you want them to remember.

Easing inflationary pressures, shifting consumer trends, and new leadership could support a recovery.

Putting the US dollar’s recent weakening into historical perspective.

How NAV can be manipulated to make gains in secondary funds, and why investors should be cautious of managers marking their fund’s value instead of the market.

And whether investors should worry about Berkshire Hathaway’s recent exit from the stock.

For hyperscalers Microsoft, Meta Platforms, Alphabet, and Amazon, valuations may hinge more on future capital-expenditure guidance than earnings results.

How to stop thinking about RMDs like it’s 2017, and why you should take advantage of the ‘golden years’ for Roth conversions.