Investing

Beyond-the-Obvious Ways to Diversify Your Portfolio
Portfolio Strategy

Beyond-the-Obvious Ways to Diversify Your Portfolio

Philip Huber, CFP, CFA | September 6, 2023

Last year was a frightening wake-up call for many investors. It probably wasn’t a huge shock that equities lost ground—stock…

When a Fund Is Closed
Stocks

When a Fund Is Closed

David Snowball, PhD | September 5, 2023

One of the better stock funds for today’s volatile markets is the T. Rowe Price Capital Appreciation Fund (PRWCX). But:…

Japanese ETFs
Mutual Funds & ETFs

Japanese ETFs

Todd Rosenbluth | August 20, 2023

Warren Buffett is bullish on Japan. In the past few months, his company, Berkshire Hathaway, boosted its investment in five…

10 Best Dividend Stocks for the Next 10 Years
Stocks

10 Best Dividend Stocks for the Next 10 Years

John Buckingham | August 15, 2023

Now that you can get a 5% yield on a short-term US Treasury bond, is it even worth considering dividend-paying…

The Next Decade’s Big Growth Industry
Investing

The Next Decade’s Big Growth Industry

Seth Goldstein, CFA | August 8, 2023

Warren Buffett once told shareholders he was “[embracing] the 21st century by entering such cutting-edge industries as brick, carpet, insulation…

Can AI Beat the Market?
Investing

Can AI Beat the Market?

Neena Mishra, CFA | August 4, 2023

Should you let a supercomputer pick stocks for your retirement portfolio? Bottom Line Personal asked analyst Neena Mishra, CFA… More…

Best Bets for Investing in The Next big Thing
Stocks

Best Bets for Investing in The Next big Thing

Christopher Gannatti, CFA | August 3, 2023

Earlier this year, Bottom Line ­Personal told readers how ­artificial intelligence (AI), and in particular ChatGPT, were on the verge…

The Key to Big Returns In 2023
Stocks

The Key to Big Returns In 2023

Jonathan Boyar | July 15, 2023

After last year’s stock market debacle, many investors are fed up with pricey, volatile growth stocks (technology companies!) that dominated…

Covered Call ETFs
Mutual Funds & ETFs

Covered Call ETFs

Neena Mishra, CFA | July 6, 2023

Many analysts are predicting we won’t see a bull or a bear market this year. Instead, stocks could remain unpredictable,…

Dr. Allen Sinai’s Prediction for the Rest of 2023
The Economy

Dr. Allen Sinai’s Prediction for the Rest of 2023

Allen Sinai, PhD | July 3, 2023

Welcome to this summer’s heavyweight main event. In one corner—the US stock market weighing in at about $45 trillion and…

Dry Powder
Investing

Dry Powder

David Snowball, PhD | June 12, 2023

If you own a stock mutual fund, you expect it to be fully invested, not sitting in cash or cash…

Should You Invest in Berkshire Hathaway?
Investing

Should You Invest in Berkshire Hathaway?

Greggory Warren, CFA | June 10, 2023

You might think the simplest way to benefit from Warren Buffett’s wisdom is to purchase shares in his company, Berkshire…

How Warren Buffett Does It
Investing

How Warren Buffett Does It

John Reese | June 9, 2023

Are you hoping to pick stocks with the same success as ­Warren Buffett? Then it makes sense to use the…

5 Investing Lessons from the Warren Buffett Experts
Investing

5 Investing Lessons from the Warren Buffett Experts

William Smead | June 8, 2023

Would you take investment advice from a 92-year-old guy who drinks a lot of cherry Coca-Cola, was rejected by Harvard…

China’s Comeback
Investing

China’s Comeback

Neena Mishra, CFA | June 6, 2023

US stocks soared back in 2021, as the economy began to emerge from the pandemic. Now it’s ­China’s turn. Yes,…