How to De-Risk if One Stock Dominates Your Portfolio
How I helped a client diversify a portfolio with $300,000 held in one position.
Two Funds vs. Six: Do More ETFs in Your Portfolio Make It a Better One?
While it’s possible to tilt toward leading asset classes with more funds, it doesn’t always work out.
Your ETFs Are Making an AI Bet, Whether You Like it or Not
It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.
Income Investors Find a Sweet Spot Right in the Middle
Retirement savers are locking in yield before the Fed cuts. Here are three ways to play the game.
Retirement Investors, Beware the ‘Direct Indexing’ Schemes
Direct indexing sounds sophisticated, but what do the fees and tax benefits say?
Why You Should Think Twice About That 12% ETF Yield
A 12% yield sounds better than 3%, until you look at what’s actually generating each payout.
The Hottest ETFs of 2026 Come With a Dangerous Warning Label
Single-stock leveraged ETFs top 2026’s performance charts, with gains above 500%. But their own prospectuses warn investors away, and a collapse in South Korea shows what happens to retail buyers when the trade turns.
Don’t Let This Type of ETF Draw You in With Misleading Returns
Some of the year-to-date return leaders seem like savvy investments, but financial advisors know to avoid them.
RSP vs. SPY: Does Diversification Require Equal Weight?
The equal-weight RSP solves the S&P 500’s concentration problem, but not for free. Which one makes sense for you?
This ETF Says It Beats the Market. Here’s the Catch.
AVUV bets on cheap, small stocks besting the market. The edge is real, but streaky. Here’s who should consider it.