Investors can use Monte Carlo forecasts to understand the relative probabilities of various return scenarios. But there are important shortcomings of this method.

Risk tolerance and level of trust are distinct considerations in portfolio construction. How do you create a portfolio for the low trust investor?

We have ETFs for almost everything today. But what happens when you use the ETF's strategy on the ETF itself?

Leveraged ETFs are risky. And you've probably been warned against using them for the right reasons. But, when managed properly, can they be part of a longer-term investor's portfolio? The data says yes.

My portfolio performed well in 2022 and I was fortunate enough to earn double digit returns in a down year for the market.