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.
Baby boomers entering or navigating retirement face a uniquely challenging investment environment where traditional portfolio construction approaches may prove inadequate
Baby boomers entering or navigating retirement face a uniquely challenging investment environment where traditional portfolio construction approaches may prove inadequate
U.S. household debt has surged to an unprecedented $18.59 trillion in the third quarter of 2025, marking a $197 billion quarterly increase and a staggering $4.4 trillion rise since late 2019
U.S. household debt has surged to an unprecedented $18.59 trillion in the third quarter of 2025, marking a $197 billion quarterly increase and a staggering $4.4 trillion rise since late 2019
Margin debt hit $1.13 trillion in September, according to FINRA's latest figures. That's not just a new record—it's the fifth consecutive monthly increase.
Margin debt hit $1.13 trillion in September, according to FINRA's latest figures. That's not just a new record—it's the fifth consecutive monthly increase.
Protecting capital during market declines requires intentional asset allocation, not prediction.
Protecting capital during market declines requires intentional asset allocation, not prediction.
What these authors understand—and what they successfully communicate—is that dividend investing isn't really about the dividends themselves.
What these authors understand—and what they successfully communicate—is that dividend investing isn't really about the dividends themselves.
Today's S&P 500 trades at a trailing P/E ratio of roughly 31, a number that would make your grandfather's stockbroker choke on his lunch.
Today's S&P 500 trades at a trailing P/E ratio of roughly 31, a number that would make your grandfather's stockbroker choke on his lunch.
Gold's October correction felt violent in the moment, but it represents a healthy consolidation within an ongoing bull market rather than the end of a cycle.
Gold's October correction felt violent in the moment, but it represents a healthy consolidation within an ongoing bull market rather than the end of a cycle.
Israeli ETFs offer a compelling investment proposition at this moment.
Israeli ETFs offer a compelling investment proposition at this moment.
There's a story buried in the Census Bureau's latest numbers, and it's not the one most Americans want to hear.
There's a story buried in the Census Bureau's latest numbers, and it's not the one most Americans want to hear.
Right now, that reality check is sending a clear message: by historical standards, and even adjusting for long-term trends, the U.S. stock market looks expensive
Right now, that reality check is sending a clear message: by historical standards, and even adjusting for long-term trends, the U.S. stock market looks expensive
The AI revolution is real, and the technology will undoubtedly transform society. But revolutions don't require unsustainable valuations or circular financing schemes.
The AI revolution is real, and the technology will undoubtedly transform society. But revolutions don't require unsustainable valuations or circular financing schemes.
Real estate technology stocks are experiencing a dramatic renaissance that's catching Wall Street by surprise
Real estate technology stocks are experiencing a dramatic renaissance that's catching Wall Street by surprise
The dream of retiring at 65 and living off dividend income is an attractive goal for many investors.
The dream of retiring at 65 and living off dividend income is an attractive goal for many investors.
Sequence risk protection works best when implemented before it's needed. Retirees already facing market stress have limited options compared to those planning ahead.
Sequence risk protection works best when implemented before it's needed. Retirees already facing market stress have limited options compared to those planning ahead.
December brings more than holiday shopping and family gatherings—it's also the perfect time to examine your investment portfolio with a tax-saving lens
December brings more than holiday shopping and family gatherings—it's also the perfect time to examine your investment portfolio with a tax-saving lens
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.