Rekenthaler Report

Dividend-Stock Investing: Which Funds Are the Best Long-Term Bets?

A different approach to finding investment options.

Does Adding Dividend Stocks Improve Portfolio Performance?

Dividend stock investing for total return.

Why the Biggest Target-Date Funds Have Underperformed

The answer is surprising—and deeply ironic.

How to Make Financial News Work For You

Learning through others’ experiences.

Retirement Asset Allocation: Incorporating Guaranteed Income

When should investors hold more equities?

Retirement in America: Were We Better Off 50 Years Ago?

Examining nostalgia for the golden age of retirement.

Nasdaq-100 Is Not an Index

But it’s a competitive investment.

How Will Artificial Intelligence Affect Investing?

Evaluating its potential targets: portfolio managers, financial advisors, and investment researchers.

Taking the Slow Road to Investment Success

Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”

Have Older Investors Become Too Aggressive?

What to make of their love affair with equities.

Is Hedging with Nontraditional Investments Worth the Effort?

Most hedges do not make enough money to justify their inclusion in investors’ portfolios.

The Politicians Who Oppose Investment Freedom

They would impose their views on others.

The Legacy of Harry Markowitz

Reflecting on the man who built investing’s foundation: Modern Portfolio Theory.

The Triumph of Fund Shareholders

At long last, they have bested those who invest in fund companies.

The Best Current Sources of Retirement Income

Treasury bonds, TIPS ladders, or annuities? None are perfect, but each can be useful.

TIPS Ladder Funds Don’t Yet Exist, but They Should

Finally, a new fund proposal that makes sense.

Why Value Investing Works

Value buyers need not be right—only not wrong.

Consumer Sentiment Is Low—That’s a Good Sign for Stocks

When the public is gloomy, equities usually thrive.

Thematic Investing: Just Say No

Seventy-five years of failure is quite enough.

Why Fund-Company Acquisitions Rarely Succeed

Mergers lead neither to lower expense ratios nor stronger fund performances.

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