Latest articles by Matthew Sommer, PhD, CFA®
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Despite Tariffs, These Investment Experts Are Bullish on European Equities
European equities were one of the better-performing investments during the first half of 2025. They could be a good long-term prospect for U.S. investors needing to diversify, according to these investment managers.
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What's Up With the 10-Year Treasury Bond: Four Financial Experts Weigh In
A financial professional and three colleagues explain the fluctuations in the 10-year Treasury bond and what investors should do.
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Three Financial Planning Strategies for When Markets Fall
Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit.
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Three Easy Financial Tips to Help Make This Year a Success
Early in a new year is the perfect time to assess where you are financially. Start by ensuring you're protected from fraud and evaluating your investments.
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Are Election Jitters Shaking Up Your Investing Strategy?
Many investors are retreating to safer investments until after the election, but doing so could result in missed opportunities. Here's what to do instead.
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Financial Exploitation: How to Stay Safe From Fraud
Older adults are especially vulnerable, so it's important to help loved ones guard against financial fraud, particularly if they're experiencing cognitive decline.
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Investors Nearing Retirement Show Patience With Markets
Despite last year’s upheaval, many investors are sticking with long-term plans and tightening their budgets instead of moving money out of stocks and bonds.
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Is It Time to Move to Cash? The Father of the 4% Retirement Withdrawal Rule Did.
investing With markets officially in bear territory, many retirees are anxiously wondering what they should do. The man who wrote the 4% Rule recently shifted to mostly cash, but should you?
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Timely Tips for Investors to Deal with Today’s Worst Challenges
investing When it comes to your retirement savings, in unpredictable times it’s good to have a few well-respected investing rules of thumb to fall back on for reassurance.
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