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Charles Rotblut

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I spent yesterday at Schwab’s IMPACT Conference. The annual conference is oriented toward independent financial advisers. Nearly 5,000 people attended this year’s conference. I’ll share some of my notes at the end of this week’s commentary, but first I want to focus on a...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Kelly Services, Inc. (KELYA) is his “Buy of the Week” for November 14, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the...

It is admittedly difficult to write a tax guide when tax rates are uncertain. It is even harder to make tax planning decisions when future tax rates are uncertain. Yet with just a little over seven weeks left in 2017, this is the world we live in. As the horse trading is occurring...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Overstock.com, Inc. (OSTK) is his “Sell of the Week” for November 7, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

Feature Article » Birth of an Idea: How AAII Got Started by John Bajkowski , Charles Rotblut, CFA and James B. Cloonan James Cloonan shares what led him to start AAII, along with the inside story of AAII’s Model Shadow Stock Portfolio. Features » Media Talk About James Cloonan...

A few weeks ago, I offered a list of what assets an individual investor needs to hold in their portfolio. Second in order of importance on my list—behind stocks, bonds and cash—were REITs (real estate investment trusts). These real estate investments offer a dual benefit of...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why SKECHERS USA, Inc. (SKX) is his “Buy of the Week” for October 24, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

Thirty years ago today, the Dow Jones industrial average incurred its largest single-day percentage-point drop. The blue-chip average plunged by more than 22%. The losses were not just restricted to stocks either, as the futures market was roiled by traders who incorrectly bet...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Ultra Clean Holdings Inc. (UCTT) is his “Sell of the Week” for October 17, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

William “Bill” Bengen, whose 1994 study introduced the concept of the 4% withdrawal rate for retirees, recently participated in a question and answer session on social media website Reddit. The conversation focused on retirement withdrawal strategies and portfolio allocation....