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Why a 2.1% Portfolio Shift Targets a New ETF With 15% Long-Term Returns
Why a 2.1% Portfolio Shift Targets a New ETF With 15% Long-Term Returns

On January 22, Washington-based Capital Planning LLC disclosed a new position in the Akre Focus ETF (NYSE:AKRE), acquiring 114,952 shares worth $7.45 million.

According to a January 22 Securities

2 Reasons to Buy Ethereum Before July 2026Photo, wide shot, wide-angle lens, soft focus,  Asset management firm, Midday, harsh overhead sunlight, directional sunlightt, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-4Gf80r47YD589EFtjlMy4oXE.png?st=2023-05-06T14%3A52%3A24Z&se=2023-05-06T16%3A52%3A24Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-06T00%3A39%3A24Z&ske=2023-05-07T00%3A39%3A24Z&sks=b&skv=2021-08-06&sig=d8x8qxYEsZ8AfRwcBw8eUkxkNQFVf9GobJgEag27Xug%3D
2 Reasons to Buy Ethereum Before July 2026

Popular cryptocurrency Ethereum (CRYPTO: ETH) may be trading significantly below its all-time high from August 2025, but there's good reason to think that it could be headed for a major breakout

This Portfolio Cut $6 Million in T-Bills But Is Still Keeping Cash Alternatives on Hand
This Portfolio Cut $6 Million in T-Bills But Is Still Keeping Cash Alternatives on Hand

On January 29, Colorado-based Jim Saulnier & Associates disclosed a sale of 77,109 shares of the Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL), an estimated $5.82 million trade based on

This Portfolio Cut $23 Million in T-Bills as Stocks Took Center Stage
This Portfolio Cut $23 Million in T-Bills as Stocks Took Center Stage

On January 29, Focused Wealth Management reported selling 300,114 shares of the Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL), an estimated $22.66 million transaction based on quarterly average

Wall Street Warns About a Possible Private Credit Collapse. Should Investors Worry About These Ultra-High-Yield Stocks?
Wall Street Warns About a Possible Private Credit Collapse. Should Investors Worry About These Ultra-High-Yield Stocks?

Private credit has grown into an enormous industry. In 2020, the private credit market totaled around $2 trillion. It grew roughly 50% by early 2025. Some experts predict the private credit market

What Congress Is Doing to Prevent Social Security CutsPhoto, wide shot, wide-angle lens, soft focus,  Underwriting company, sunset photo at golden hour, photo by Peter Lik: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-N0Y6W7kvQQgUHnb7hSHO9TTV.png?st=2024-05-14T11%3A36%3A30Z&se=2024-05-14T13%3A36%3A30Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2024-05-13T19%3A10%3A46Z&ske=2024-05-14T19%3A10%3A46Z&sks=b&skv=2021-08-06&sig=1qvKLOloU0OWrpqzcuH7YcgBv7QI0hAOq2gAtJGiGqs%3D
What Congress Is Doing to Prevent Social Security Cuts

Since 2012, Social Security Trustees Reports have indicated the Old-Age, Survivors, and Disability Insurance (OASDI) Trust Fund will become depleted between 2033 and 2035 if no legislative change is

Better AI Stock: Taiwan Semiconductor Manufacturing or AMDPhoto, wide shot, wide-angle lens, soft focus,  Networking equipment supplier, sunset photo at golden hour, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-LvyAFCAMshu3rGBke5G5gxuI.png?st=2023-05-10T15%3A37%3A29Z&se=2023-05-10T17%3A37%3A29Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-10T02%3A36%3A27Z&ske=2023-05-11T02%3A36%3A27Z&sks=b&skv=2021-08-06&sig=nXxCmLby4SxAAd/YtNVxZStdXrs9BCydapQDQaR/oac%3D
Better AI Stock: Taiwan Semiconductor Manufacturing or AMD

Two of the biggest names in the AI investing world are Taiwan Semiconductor Manufacturing (NYSE: TSM) and AMD (NASDAQ: AMD). Each of these stocks had a strong 2025, with AMD rising 77% and TSMC

Why I Just Bought More of This 4%-Yielding ETF for Passive IncomePhoto, wide shot, wide-angle lens,  Coal company, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by David Maisel: https://img.midjourneyapi.xyz/temp/2a011bdc-adca-4de9-8457-d868b31178cf.png
Why I Just Bought More of This 4%-Yielding ETF for Passive Income

I aspire to eventually become financially independent. For me, it's not about the size of my portfolio but whether it's producing enough passive income to cover my basic living expenses. That's

Investing Legend Warren Buffett Sold 45% of Berkshire Hathaway's Bank of America Stake and Bought Shares of This Consumer Favorite for 5 Consecutive Quarters Before RetiringPhoto, wide shot, wide-angle lens, soft focus,  Underwriting company, sunset photo at golden hour, photo by Peter Lik: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-N0Y6W7kvQQgUHnb7hSHO9TTV.png?st=2024-05-14T11%3A36%3A30Z&se=2024-05-14T13%3A36%3A30Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2024-05-13T19%3A10%3A46Z&ske=2024-05-14T19%3A10%3A46Z&sks=b&skv=2021-08-06&sig=1qvKLOloU0OWrpqzcuH7YcgBv7QI0hAOq2gAtJGiGqs%3D
Investing Legend Warren Buffett Sold 45% of Berkshire Hathaway's Bank of America Stake and Bought Shares of This Consumer Favorite for 5 Consecutive Quarters Before Retiring

For decades, few investors captivated the attention of professional and everyday investors quite like Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) billionaire boss, Warren Buffett. During his

Where Will XRP Be in 3 Years?
Where Will XRP Be in 3 Years?

The past few years have been very good for cryptocurrency investors. Many coins have skyrocketed in value as buyers have had a generally optimistic view of the economy, and the stock market has been

If You'd Invested $100 in Nvidia 10 Years Ago, Here's How Much You'd Have TodayPhoto, wide shot, wide-angle lens,  Software company, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://img.theapi.app/temp/70b5df15-67cc-4a1b-af41-3596614daf77.png
If You'd Invested $100 in Nvidia 10 Years Ago, Here's How Much You'd Have Today

In just a few short years, Nvidia (NASDAQ: NVDA) has grown from promising tech business to semiconductor industry leader to the biggest company in the world. At the beginning of the COVID pandemic

Where Will AbbVie Be in 5 Years?Photo, wide shot, wide-angle lens, soft focus,  Pharmaceutical company, sunset photo at golden hour, photo by Peter Lik: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-TIgKJfhK8q44RPNTTsL9npu7.png?st=2023-05-08T05%3A58%3A04Z&se=2023-05-08T07%3A58%3A04Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-08T02%3A36%3A56Z&ske=2023-05-09T02%3A36%3A56Z&sks=b&skv=2021-08-06&sig=BDDjRcmCPf%2BH//HSxRGZYByMqOKev8lx0/Dhvka/lXk%3D
Where Will AbbVie Be in 5 Years?

In some ways, AbbVie (NYSE: ABBV) isn't the same company it was five years ago. Sure, it's still in the biopharmaceuticals business. However, AbbVie has a new CEO. More importantly, it no longer

Down 38%, Should You Buy the Dip on D-Wave Quantum?Photo, wide shot, wide-angle lens,  Computer hardware manufacturer, sunset photo at golden hour, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/a130cb51-4ded-41be-b600-b83e2078ad65.png
Down 38%, Should You Buy the Dip on D-Wave Quantum?

Many investors are excited about the prospects of quantum computing. The technology is touted as having the potential to lead to new drug discoveries, improved artificial intelligence (AI) models

Palantir Billionaire Peter Thiel Sells Nvidia and Tesla, and Buys 2 AI Stocks That Now Account for 61% of His PortfolioPhoto, wide shot, wide-angle lens, soft focus,  IT consulting firm, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-uhXP0RHYYxDepjmHeSp1K8bF.png?st=2023-05-07T15%3A26%3A44Z&se=2023-05-07T17%3A26%3A44Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-07T16%3A18%3A55Z&ske=2023-05-08T16%3A18%3A55Z&sks=b&skv=2021-08-06&sig=4pcJOd8aEI1799liUV13F4ElqO7e4RZy8sa1PEeeNZA%3D
Palantir Billionaire Peter Thiel Sells Nvidia and Tesla, and Buys 2 AI Stocks That Now Account for 61% of His Portfolio

Billionaire Peter Thiel, a Silicon Valley venture capitalist and entrepreneur, is best known for his role in co-founding Palantir Technologies. He still owns more than 3% of the company's Class A

Is Alphabet Stock a Buy Before Feb. 4?
Is Alphabet Stock a Buy Before Feb. 4?

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is set to report its fourth-quarter 2025 earnings results on Feb. 4. Shares of the company have soared by more than 68% in the past year. But is the company a

Hagerty Executive Sells 50k Shares Through His Company
Hagerty Executive Sells 50k Shares Through His Company

Kenneth Ahn, President of Hagerty Marketplace, completed an indirect open-market sale of 50,000 Class A Common Stock shares of Hagerty, Inc. (NYSE:HGTY) for a transaction value of approximately

This Is the Average Millennial 401(k) Balance. How Does Yours Compare?
This Is the Average Millennial 401(k) Balance. How Does Yours Compare?

Millennials, as a generation, have had a tough go, financially speaking. Older millennials graduated college right in time for not just one, but two recessions. Throw in high levels of student debt

Is IonQ Stock a Buy Now?
Is IonQ Stock a Buy Now?

One of the oldest and largest pure-play quantum computing stocks is IonQ (NYSE: IONQ). The company was limping along until quantum computing stocks exploded in late 2024. Since then, the stock has

This Utility Stock Could Be the Next Big AI WinnerPhoto, wide shot, wide-angle lens, soft focus,  IT consulting firm, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-uhXP0RHYYxDepjmHeSp1K8bF.png?st=2023-05-07T15%3A26%3A44Z&se=2023-05-07T17%3A26%3A44Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-07T16%3A18%3A55Z&ske=2023-05-08T16%3A18%3A55Z&sks=b&skv=2021-08-06&sig=4pcJOd8aEI1799liUV13F4ElqO7e4RZy8sa1PEeeNZA%3D
This Utility Stock Could Be the Next Big AI Winner

Lots of us want to invest in artificial intelligence (AI), and a common way to do so is via companies that are themselves investing in AI. You might focus on the "hyperscalers" -- big companies such

Meta Platform Shares Jump on Strong Outlook. Can the Stock's Momentum Continue?Photo, wide shot, wide-angle lens, soft focus,  IT consulting firm, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-uhXP0RHYYxDepjmHeSp1K8bF.png?st=2023-05-07T15%3A26%3A44Z&se=2023-05-07T17%3A26%3A44Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-07T16%3A18%3A55Z&ske=2023-05-08T16%3A18%3A55Z&sks=b&skv=2021-08-06&sig=4pcJOd8aEI1799liUV13F4ElqO7e4RZy8sa1PEeeNZA%3D
Meta Platform Shares Jump on Strong Outlook. Can the Stock's Momentum Continue?

Shares of Meta Platforms (NASDAQ: META) surged after the social media company reported strong Q4 results that easily surpassed analyst estimates and issued upbeat guidance. Going into its report

3 Stocks to Buy in February
3 Stocks to Buy in February

February is the shortest month of the year, so investors don't have as much time to buy great stocks as they do in other months. And there are plenty of strong contenders to consider. Here are three

Should Investors Buy Tesla Stock After Upbeat Outlook on Robotaxis and Robots?Photo, wide shot, wide-angle lens, soft focus,  Auto parts supplier, Blue hour, twilight, cool, ISO1200, slow shutter speed, photo by Sebastião Salgado: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-XjwbnkgTrFCFx6Y3gLbqZBCj.png?st=2023-05-13T09%3A21%3A52Z&se=2023-05-13T11%3A21%3A52Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-13T06%3A55%3A39Z&ske=2023-05-14T06%3A55%3A39Z&sks=b&skv=2021-08-06&sig=wJlbn/o%2BieTjclaQNRsJc%2BDDZieC0UCS6BPi5tapxAA%3D
Should Investors Buy Tesla Stock After Upbeat Outlook on Robotaxis and Robots?

In typical Tesla (NASDAQ: TSLA) fashion, the company made some big promises when it reported its Q4 results. However, one of the most notable things to come out of the report is that the company is

The S&P 500 Was Up in January. Here's What History Says Happens for the Rest of the Year.
The S&P 500 Was Up in January. Here's What History Says Happens for the Rest of the Year.

In January, the S&P 500 (SNPINDEX: ^GSPC) was up 1.4%. That may not seem like much, but it provides a very powerful indicator of what could happen in the rest of 2026.

You may have heard about the

My Top Artificial Intelligence (AI) Stocks to Buy in 2026Photo, wide shot, wide-angle lens, soft focus,  Networking equipment supplier, sunset photo at golden hour, photo by Art Wolfe: https://oaidalleapiprodscus.blob.core.windows.net/private/org-IbuNdCATsFaPOITjFOv2kJh3/user-AXaxqjBUW45D8BadJEo9mUpW/img-LvyAFCAMshu3rGBke5G5gxuI.png?st=2023-05-10T15%3A37%3A29Z&se=2023-05-10T17%3A37%3A29Z&sp=r&sv=2021-08-06&sr=b&rscd=inline&rsct=image/png&skoid=6aaadede-4fb3-4698-a8f6-684d7786b067&sktid=a48cca56-e6da-484e-a814-9c849652bcb3&skt=2023-05-10T02%3A36%3A27Z&ske=2023-05-11T02%3A36%3A27Z&sks=b&skv=2021-08-06&sig=nXxCmLby4SxAAd/YtNVxZStdXrs9BCydapQDQaR/oac%3D
My Top Artificial Intelligence (AI) Stocks to Buy in 2026

The tech-dominated Nasdaq-100 index grew a solid 20% in 2025, mainly driven by continued optimism surrounding generative artificial intelligence (AI). This burgeoning industry is far from

The Best Stocks to Invest $10,000 in to Start 2026
The Best Stocks to Invest $10,000 in to Start 2026

If you've got $10,000 ready to invest -- or any amount of money, for that matter -- the time is right to start trying to determine what stocks you think will be great buys for 2026. Another earnings