On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a ...

The Zen Core ETF model  is designed to take advantage of changing economic and market conditions. Using ETFs that track up and coming stocks in industries ...

The Zen Ten model  is designed as a buy & hold portfolio. At the end of every December I run three consecutive and independent screens. The first is a ...

The World’s Simplest Income Portfolio ...

For MOGULS by The Investor on May 23, 2025 Time for the rubber to meet the road – or rather for the ...

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning. As portfolio managers, we’re ...

This post is brought to you in partnership with Eckard Enterprises. We’re always looking to share valuable insights with our community, and ...

Tower Bridge, London Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone ...

In this episode, I interview CEO and Portfolio Manager Jenny Harrington, a dividend investor, author, and regular contributor to CNBC (Halftime Report and ...

Iris Since the last review Schwab made a number of changes in the Schrodinger.  It is rare for such changes.  I suspect Schwab performed some tax ...