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Charles Rotblut

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Long-term readers know that I like to share my list of investing resolutions at the start each year. The list started in 2012 and has grown since. This year, I’ve added one additional resolution about protecting yourself when managing your finances online and on your computer. If...

All of the hoopla being given to the Dow Jones industrial average reaching 20,000 shows how bad we humans are at analyzing numbers. We’re drawn to the number, because it is recognizable and easy to remember. It also looks big compared to previous milestones such as 5,000 or...

There are two questions investors may have following yesterday’s rate hike. The first is: What happens next? The second is: What do I do now? The short answers are: Don’t put too much faith into the forecasts and enjoy the marginally higher level of interest income, but don’t...

Today is Giving Tuesday, a day designated to promote donations to charitable organizations. Donating to charity is first and foremost an act of altruism. The tax code rewards such acts. The tax code allows those who itemize to deduct donations to qualified charitable organizations....

Given the outcome of yesterday’s referendum, which calls for Great Britain to leave the European Union, the question is what’s next? The only honest answer right now is “we don’t know.” BBC News has a good article explaining the vote and the exit process. No country thus...

A rare combination of readings was registered this week in our weekly sentiment survey: Bullish sentiment is below 20% and neutral sentiment is above 50%. Such a combination has only occurred five previous times since the AAII Sentiment Survey started in 1987. The table below shows...

Since the AAII Sentiment Survey started in 1987, a neutral sentiment reading above 50% has only been recorded 28 times. This week’s reading of 52.9% is the highest since April 12, 1990. During the 26 occurrences prior to December 30, 2015, the S&P 500 rose 24 times over the...

My January AAII Journal article on the changes to Social Security claiming strategies advised treating April 29, 2016 as the deadline for using the file-and-suspend strategy. At the time of publication, the Social Security Administration (SSA) had not officially announced a deadline....