Smart Roth, Dumb Roth

Published on July 21, 2025

We love Roth accounts - really, we do. As long as we don't have to pay too high an entrance fee. Which would be dumb.

Continue reading on website
Other news

REITs Weathered Volatility During the First Half of 2025

July 21, 2025
Depending on what the second half holds, REITs are positioned to handle further uncertainty or outperform if macro conditions settle down.

The Magnificent Seven Are Mediocre: Exploring a Change in Leadership?

July 21, 2025
The recent relatively weak performance of the Magnificent Seven, in aggregate, may point to a new trend. Time will tell if the laggards in the Magnificent Seven are taking a well-needed break or if an actual change in leadership is coming.