Investor Behavior

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Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio

The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.

Brett Arends: Worried About Outliving Your Money? There’s an Answer

The retirement columnist weighs in on income annuities, investing FOMO, and the appeal of TIPS. Plus, the crisis he sees in Social Security.

Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’

Two financial planners share tax-smart strategies for before and during retirement.

Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’

The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.

3 ‘Bubbly’ Stocks to Avoid

We think these stocks have gotten ahead of themselves.

The Question Investors Should Ask Themselves Now

A timeless query for uncertain times and other insights from Morningstar’s recent investment conference.

Smart Investor: Yellow Flags For Memory Stocks, Bubble Orders, and Morningstar’s Fed Outlook

We wrap up our coverage of the markets and the week.

GQG: Why We Are Still in an AI Stock Market Bubble

While bulls point to huge chip and hardware orders, GQG manager Kersmanc says that’s all part of the bubble.

Is the Breathtaking Runup in Memory Stocks Driven by Short-Term Thinking?

These AI stocks may be ballooning, but we think this kind of success can’t survive the market cycle.

Triple-Digit Club: A Wave of Stocks Have Seen Huge Gains in 2026

The AI infrastructure boom has driven huge rallies in many of these stocks.

‘Nothing Else Matters’ in Today’s Market, Says Strategist

And why the market is starting to feel bubbly.

Ben Carlson: Exploring Risk and Reward

The author of a new book about investing discusses the ‘automatic investing revolution,’ what investors can learn from past bubbles, and the role of complacency in today’s market environment.

Retirement Is a Glide Path, Not a Cliff

Financial independence won’t mean quitting work for this physician and financial educator.

Bill Yount: How Late Starters Can Find Financial Independence

A high earner chronicles his ‘trifecta of financial mistakes’ and finding his financial footing after age 50.

The Newest Wave of ETFs Is Leading to Mini Bubbles

Investors: Be wary of trends that dominate headlines and then emerge as the target of a new ETF.

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