Blog

Podcast cover with two men, bold text “Recession? Where is it? The data says otherwise” on yellow and black background
By Jeff Kikel August 28, 2026
Everyone keeps predicting a recession, but earnings, spending, and orders say otherwise. Why time in the market still beats timing it.
Podcast cover with two men, bold text “The Bond Bullies Are Back,” and gold financial graphics on a yellow background
By Jeff Kikel August 25, 2026
The US crossed 40 trillion dollars in debt and the 30-year yield hit its highest since 2007. Why safe bonds are suddenly competing with your stocks.
Graphic asking “Is the stock market in a bubble?” with bull, bubble, and red upward arrow
By Jeff Kikel August 13, 2026
Jeff Kikel and Ron Lang discuss the weak jobs report, cooling CPI and PPI inflation and the Yen Carry Trade
 The 401(k) tax trick high earners miss on a blue-and-white banner with city skyline.
By Jeff Kikel August 10, 2026
Learn how Net Unrealized Appreciation (NUA) can reduce taxes on company stock in your 401(k), the rules you must follow, and when it may make sense.
Podcast-style graphic: “Bad Jobs—Good News for Stocks, Not So Fast,” with two men in suits on yellow-black background
By Jeff Kikel August 7, 2026
A weak jobs report ended the Fed hike bet, but the yen carry trade is the quiet risk under the market. What it is and why it matters to your portfolio.
Image with downtown tokyo in the background and the words
By Jeff Kikel August 4, 2026
The yen carry trade explained in plain English: what it is, why it can rattle U.S. stocks when it unwinds, and what long-term investors should actually do about it.
By Jeff Kikel July 16, 2026
Key Takeaways: About 66% of large-cap US equity funds have trailed the S&P 500 over the last three years. On this week’s Cents of Things, I explain how I think about that as a portfolio manager: an index core, a disciplined sleeve of individual names, and cash ready for the days the market hands you a gift. I manage money for real families, so I look at a week like this one through a simple lens: what changes how I build and hold portfolios, and what is just noise. Here is how I read it.
College Planning can be helped with Merit Scholarships
By Jeff Kikel July 29, 2023
This article provides four simple yet effective tips to help high school seniors maximize their chances of winning a private scholarship. From knowing your audience to crafting a personal and passionate essay, this article will guide your student through the scholarship application process. With the right approach, your student can stand out from the competition and secure the college funding they need. Read on to learn more.