Jason Kirsch is a financial author and investment advisor based in Portland, Oregon, dedicated to helping individuals gain greater control over their financial lives. His book, The Millennial Advantage: How Millennials Can (And Must) Be The Next Great Generation Of Investors, spent 35 weeks as a bestseller in 2010, offering a modern roadmap to long-term wealth-building. Jason has contributed to leading financial publications, including Forbes and Seeking Alpha, where his work focuses on practical investing strategies, behavioral finance, and portfolio optimization. Through his writing, he aims to make investing more accessible, actionable, and aligned with real-life goals.
The ceasefire shifted things fast. Oil dropped 16% on April 8, the 10-year Treasury yield fell to ~4.30% (a three-week low), and year-end Fed cut odds jumped from 25% to over 43% in a single session.
The ceasefire shifted things fast. Oil dropped 16% on April 8, the 10-year Treasury yield fell to ~4.30% (a three-week low), and year-end Fed cut odds jumped from 25% to over 43% in a single session.
Equity markets outside the United States continue to capture investor attention in early 2026, with a weakening dollar
Equity markets outside the United States continue to capture investor attention in early 2026, with a weakening dollar
Markets have been flat over the past week despite being up ~16% over the past year, and that kind of uncertainty is exactly when most investors start second-guessing themselves. It's also historically where dividend growth stocks quietly earn their keep.
Markets have been flat over the past week despite being up ~16% over the past year, and that kind of uncertainty is exactly when most investors start second-guessing themselves. It's also historically where dividend growth stocks quietly earn their keep.
Social Security's 2.8% COLA in 2026 sounds fine until Medicare Part B premiums rose 9.7%, leaving the average retiree ahead by just ~$38/month.
Social Security's 2.8% COLA in 2026 sounds fine until Medicare Part B premiums rose 9.7%, leaving the average retiree ahead by just ~$38/month.
"Set-it-and-forget-it" investing made a lot of sense when the S&P 500 was genuinely diversified across industries and sectors. That description is harder to defend today.
"Set-it-and-forget-it" investing made a lot of sense when the S&P 500 was genuinely diversified across industries and sectors. That description is harder to defend today.
On April 8, municipal bonds posted their biggest single-day rally in over a year. The trigger was the announcement of a two-week ceasefire in the U.S.-Iran conflict, tumbling oil prices by more than 16%.
On April 8, municipal bonds posted their biggest single-day rally in over a year. The trigger was the announcement of a two-week ceasefire in the U.S.-Iran conflict, tumbling oil prices by more than 16%.
Covered call ETF is not a monolithic category, and the differences between the major players — JEPI, JEPQ, and XYLD — matter quite a bit depending on what you actually need from your income portfolio.
Covered call ETF is not a monolithic category, and the differences between the major players — JEPI, JEPQ, and XYLD — matter quite a bit depending on what you actually need from your income portfolio.
A 5% pullback isn't a crisis. But it is an opportunity — and a reminder. Portfolios that have drifted through two years of strong equity returns are probably holding more risk than their owners realize.
A 5% pullback isn't a crisis. But it is an opportunity — and a reminder. Portfolios that have drifted through two years of strong equity returns are probably holding more risk than their owners realize.
Money market funds served their purpose. They protected capital during a period of aggressive Fed tightening and delivered real income when bonds were struggling. But that chapter is closing.
Money market funds served their purpose. They protected capital during a period of aggressive Fed tightening and delivered real income when bonds were struggling. But that chapter is closing.
Here's the real risk heading into 2026: inertia. A lot of investors built up significant cash positions over the past two years, and those positions are going to earn meaningfully less as the year progresses.
Here's the real risk heading into 2026: inertia. A lot of investors built up significant cash positions over the past two years, and those positions are going to earn meaningfully less as the year progresses.
Over the past several weeks, a wave of redemption requests and gated funds has put the $1.8 trillion private credit market under a level of scrutiny it has never faced before.
Over the past several weeks, a wave of redemption requests and gated funds has put the $1.8 trillion private credit market under a level of scrutiny it has never faced before.
In its inaugural 2026 Retirement Trends Report, BlackRock delivered a blunt conclusion: index funds alone are no longer sufficient to meet evolving retirement needs.
In its inaugural 2026 Retirement Trends Report, BlackRock delivered a blunt conclusion: index funds alone are no longer sufficient to meet evolving retirement needs.
For most of the past decade, options were a tool for traders, not income investors. That line has blurred considerably — and in 2026, it's essentially gone.
For most of the past decade, options were a tool for traders, not income investors. That line has blurred considerably — and in 2026, it's essentially gone.
A straightforward framework for advisors: use a broad passive fund like AIQ or an active vehicle like BAI as the core AI position, then layer in a more targeted satellite — CHAT for generative AI conviction.
A straightforward framework for advisors: use a broad passive fund like AIQ or an active vehicle like BAI as the core AI position, then layer in a more targeted satellite — CHAT for generative AI conviction.
In early 2026, the most significant shift in portfolio management thinking in years is underway, and it's forcing investors to reconsider assumptions that had seemed unassailable just months ago.
In early 2026, the most significant shift in portfolio management thinking in years is underway, and it's forcing investors to reconsider assumptions that had seemed unassailable just months ago.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Vanguard's continued expansion into active fixed income ETFs underscores the growing belief that...
News
Jason Kirsch
|
The AI boom's biggest risk isn't in the stock market—it's in the trillion-dollar...
Aaron Levitt
|
High-yield municipal bonds offer investors a compelling combination of attractive tax-free income, historically...
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.