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Tag: Retirement

6 years ago
Gambling Not a Great Investment Strategy

Older investors focused on landing fat returns by taking on more risk might be putting their retirement in harm’s way, according to a recent article in The New York Times.…

6 years ago
Dodging a Market Dip on the Way to Retirement

An article in The New York Times addresses the vulnerability investors nearing retirement can feel during times of market turbulence. The article lists some suggested strategies to reduce the negative…

7 years ago
Withdrawal Strategy Suggested by Stanford for Affluent Boomers

An article posted last month in Financial Advisor magazine suggests that financial advisors consider a withdrawal strategy recommended by the Stanford Center on Longevity to “help clients have enough money…

8 years ago
Study Shows Retirees Become More Pessimistic About the Market as They Age

A new study shows that as people age, they become more pessimistic about the stock market and the economy as a whole, and actually spend less “just as many can…

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Recent Original Research
August 29, 2025
Ten Top Momentum Stocks Meeting the Tests of...
Momentum Investing: Capitalizing on Sustained Market Outperformance Momentum investing capitalizes on the tendency of top-performing stocks to continue their strong trajectory. Rather than simply chasing rising prices, this strategy systematically identifies securities that demonstrate consistent outperformance relative...
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
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