As a requirement of the new Secure Act 2.0 legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their…
Author: Validea
Look For The Number 4 in Quarterly Earnings
A study shows that when the number 4 doesn’t show up as often as the first digit after a decimal point, it could be a red flag about earnings, according…
Stocks Can Win When Women Lead
While volatility is still the name of the game, an article in Barron’s highlights six companies helmed by female CEOs that are sailing ahead in rough waters: General Motors. GM…
Morningstar’s Director of Manager Research Shares His Focus
Focusing on high yield funds, Core and Core Plus Bond offerings, as well as active ETFs, the 76-member team that makes up the manager research and ratings team looks for…
As SVB Collapses, Bank Insiders Are Snapping Up Their Own Stock
In the midst of the Silicon Valley Bank collapse, bank executives at other establishments were buying up their own stock in droves, reports an article in Forbes. 43 insiders at…
The Recessions That Never Happened
The amount of analysts predicting recessions could make up an entire industry, but though they have been wrong much of the time in the last two years, many people still…
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying…
The Most Important Investing Lesson: Ben Carlson
Ben Carlson of Ritholtz Wealth Management shares the one lesson he would teach the average investor. See Full Interview with Ben Carlson
Investing Shorts: The Importance of Human Capital
Corey Hoffstein discusses the importance of human capital in an investing portfolio. See Full Interview With Corey Hoffstein
What Investors Need to Know About FDIC and SIPC Insurance
In this episode of the Education of a Financial Planner, we discuss FDIC and SIPC insurance and the other protections available for investors. Watch on YouTube Listen on Apple Podcasts…