Portfolio & Risk Management
Asset allocation by age: portfolio strategies for every decade
When the SEC analyzed 2010-vintage target-date funds after the 2008 crisis, it documented single-year losses ranging from roughly 4% to 41% for funds designed to mature at the same target date.
News
June 2026 Earnings Data Reveals Uneven Profit Growth Across Market Segments
This earnings season changes everything (get ready now!)
Pricey Stocks Charge Into CPI, Earnings and Fed, All in One Day
S&P 500 financials sector poised for 6.6% Q2 earnings growth: FactSet
US Stock Market Today S&P 500 Futures Slip As Yields And Earnings Jitters Build
The feed
Valuation & Models
Discounted cash flow value: what it means for stock pricing
A discounted cash flow value is often presented with a deceptive degree of finality: one cell in a spreadsheet says a business is worth $87…
Portfolio & Risk Management
Asset allocation portfolio: how to design your target mix
A portfolio described as “balanced” often contains no defined balance at all. It is usually a collection of positions accumulated under…
Valuation & Models
Discounted cash flow: why future money is worth less today
A valuation model can look precise while resting on a blunt fact: cash received five years from now is not worth the same as cash received…
Portfolio & Risk Management
Tactical asset allocation: practical steps for active investors
Most investors confuse activity with edge. Tactical asset allocation (TAA) is marketed as a sophisticated overlay that allows portfolio…
Q2 2026 Earnings Season Preview: Bank & Tech Stocks to Watch
Earnings Scoreboard: Early S&P 500 reports post perfect revenue growth record despite mixed EPS
Portfolio & Risk Management
Asset Allocation: What It Means and Why It Works
The 60/40 portfolio is sold as finished business: stocks for growth, bonds for ballast, rebalance annually, sleep well. The actual return…
US Stock Market Today: S&P 500 Futures Rise As Inflation Cools And Earnings Loom
U.S. Stock Market Faces Major Tests Amid Earnings and Geopolitical Tensions
The stock market looks pretty cheap based on future earnings expectations. Don't be fooled
Portfolio & Risk Management
Portfolio rebalancing: calendar vs threshold methods
A portfolio rarely stays put. A 60/40 allocation can become 68/32 after a strong equity cycle, or 53/47 after a drawdown that leaves bonds…
Zacks Earnings Trends Highlights: JPM, BAC, C and WFC
Wall Street ends higher as investors turn to earnings season
S&P 500 Earnings Strategy: Finding Value in Unrewarded
3 Strong Buy Stocks for this Red-Hot Earnings Season
Earnings boom compresses valuations, setting stage for market upside
Portfolio & Risk Management
Asset allocation strategy: strategic vs tactical approaches
The first real decision in portfolio construction is rarely whether to own Apple or Microsoft, Treasuries or investment-grade credit…
Analysts see 23%+ S&P 500 earnings growth as Q2 season begins
Explore Consumer Services Stocks: Which Earnings Stories Stand Out?
Navigating the Prospects for Bank ETFs as Q2 Earnings Season Kicks Off
Valuation & Models
Discounted cash flow formula: is it worth the complexity?
If a single input quietly controlled sixty to eighty percent of your valuation output, you would isolate that variable, stress-test it, and…
Wall Street Seen Wavering as Earnings Season Loses Steam
S&P 500 Earnings Outlook Hinges On Tech, Energy And The Fed
Portfolio & Risk Management
Portfolio diversification: how to balance risk and return
Roughly 90% of the variability in a portfolio's returns is explained not by which individual securities we pick, but by how we allocate…
Bonds Are Flashing a Warning to the Stock Market as Earnings Season Approaches
S&P 500 Earnings: Quarterly Bump, Fourth Year In A Row Of +10% Returns, Earnings Yield
Surging Wall Street profit forecasts fuel fears of ‘earnings bubble’
Market Outlook: Analyzing Mag 7 Earnings and Sector Trends
AI spending, earnings hopes, Fed outlook set to sway US stocks in second half
The new U.S. earnings season begins—can the AI-driven bull market deliver on profits?
Valuation & Models
Why Cyclical Stocks Require Lower DCF Terminal Growth Rates
A DCF model for a cyclical company usually breaks in the same place: the terminal value. The explicit forecast may look restrained. Revenue…
Dow, S&P 500, Nasdaq Futures Climb On Tech Earnings Optimism: AKAN, AAPL, RDDT, RIVN Stocks In Focus
First-half 2026 equity recap: Leadership comes in different forms
Earnings Calendar, Analyst Estimates And Stocks To Watch
Which Sectors Will Beat Expectations This Earnings Season? Top Market Expert Explains | ET Now
Exuberance over earnings is becoming a problem for the stock market, according to this Wall Street veteran
AI Investment Surge and Energy Prices Boost Q2 Earnings Prospects for S&P 500
Corporate Profits Climb to Fresh Highs: ETFs in Focus
S&P 500 Earnings: These Expected EPS Growth Rates For Forward Quarters Seem Unsustainable
Goldman Sees S&P 500 Earnings Jumping 22% on AI Boom
Why Do Stocks Drop Even After Beating Earnings
Quarterly Earnings Review: March 2026 Sees Broad Improvement Across Market Caps
J.P.Morgan raises S&P 500 year-end target to 7,800, joins bullish trend
S&P 500 futures rise as Micron surges after earnings
Valuation & Models
Build a DCF Model for Negative Earnings Startups
When a company is burning cash, the standard DCF template — discount projected earnings, subtract net debt, divide by shares — produces a…
Stock Screeners & Data
Filter Stocks Using EV/EBITDA vs P/E Screeners
A stock screen often begins with a deceptively simple act: set P/E below 15, sort from cheapest to least cheap, and assume the market has…
Portfolio & Risk Management
Is Quarterly Portfolio Rebalancing Worth the Tax Cost?
Our models estimate that over a 20-year horizon, the cumulative tax drag from rigid, calendar-based rebalancing can consume anywhere from…
Equity Research & Analysis
Compare Analyst Price Targets to Find Value Stocks
A stock trading 28% below its consensus price target is not automatically cheap. It is only trading below the arithmetic average of several…
Earnings & Financials
Adjust Operating Income for Capitalized R&D Expenses
GAAP mandates that research and development costs hit the income statement in the period incurred. The rule exists for a defensible reason…