Browsing: Wealth Building

Taxes are a funny thing. No one likes paying them. Everyone does their best to minimize them when possible. A dollar saved on taxes feels multiple…

Here are some updated statistics on wealth: Fidelity now has nearly 800,000 people with $1 million or more in their 401k plan. Fidelity also has 684,000…

 A reader asks: Are there any studies supporting the success of trend following or momentum? Something showing that momentum can succeed for the retail investor,…

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice,…

Here’s a story from Bloomberg: That doesn’t sound good. Here’s the main argument: Turning 30 just got a lot scarier. A coming collapse in investment returns…

Posted September 7, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by Alger: On today’s show, we discuss: Why today’s AI leaders…

The top 10 stocks in the S&P 500 make up almost 40% of the index. Each of the companies in the top 10 sport a market…

People have always preferred stories over statistics. But I do find it interesting that, in a world awash in data and information, narratives still seem to…

A reader asks: I’m 44. I lived through the Dot-com bust and 2008, which just taught me to be a machine. I don’t get defensive; I…

Posted September 2, 2026 by Ben Carlson Sponsored by Shelton Capital Management Every Retirement Is Different. So Is Our Approach. Two actively managed ETF solutions designed…