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2026 Common Market Themes
As we head into 2026, the investment landscape is being reshaped by a singular, powerful force: Artificial Intelligence. A cross-analysis of the 2026 market outlooks from Vanguard , Fidelity , and BlackRock reveals a consensus that while AI is driving a transformative economic cycle, investors must navigate significant risks, including market concentration, sticky inflation, and high valuations. Here are the three common themes that dominate the 2026 forecasts from these lea

Ron Taraborrelli
Jan 93 min read


Are We in a Market Bubble? Evaluating Modern Enthusiasm
In recent months, a compelling parallel has emerged between the current equity market environment and the late 1990s.

Ron Taraborrelli
Oct 13, 20253 min read


Monthly Market Report
It was another strong month for stocks, both U.S. and foreign, as well as bonds. They posted solid gains in August.

Ron Taraborrelli
Sep 3, 20252 min read


Asset Location
Discover smart strategies for investing asset allocation and asset location to both potentially maximize returns and minimize taxes. Learn effective asset location tips now!

Ron Taraborrelli
May 8, 20252 min read


Managing your Portfolio in Volatile Markets
Stock Mark Volatility Market volatility invariably elicits a desire for portfolio adjustments. However, empirical evidence suggests that...

Ron Taraborrelli
Mar 19, 20253 min read


Building a Portfolio for Income
Building an Investment Portfolio for Income in 2025 Creating an investment portfolio focused on generating income can be a smart strategy...

Ron Taraborrelli
Feb 27, 20253 min read


Save Early: The Power of Compound Interest
When I was conducting financial education seminars for employers offering 403b plans to their employees, one slide always caught the...

Ron Taraborrelli
Jan 14, 20253 min read


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