Charles Rotblut, CFATài khoản được xác nhận

@CharlesRAAII

VP for the American Association of Individual Investors and AAII Journal Editor. Speaker, WSJ Expert Panelist, author of Better Good than Lucky, and KU alum.

Chicago
Đã tham gia tháng 3 năm 2009

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  1. A case study on allocating a retirement portfolio to manage risk - AAII Journal

  2. Enjoy it while it lasts; remember that the market did this when downside volatility eventually returns.

  3. Oh boy...17 million more uninsured in 2018, 27 million more in 2020, 32 million more in 2026. Premiums +25% in '18, +50% in '20, 100% in '26

  4. William Blair's Singer's biggest risks: Compounding tail risks from rules based approaches & the Italian election

  5. Singer of William Blair: Downside risk matters much more since 2008 crisis, calls it "a generational shift" in attitudes

  6. đã Tweet lại
    Đang trả lời

    But forget facts... this is the Wall Street way...

  7. Attending Brian Singer's (of William Blair) presentation to . May tweet from it occasionally.

  8. If someone tells about you a "SAFE" offering, hold onto your wallet tightly because it's very risky-AAII Journal

  9. đã Tweet lại
    18 thg 7

    Made it. Tomorrow could set the record, as the has never closer sub-10 five days in a row ...

  10. We replaced 2 ETFs in our Model Fund Portfolio

  11. I explained to why investors should avoid on .

  12. Inherited IRA Rules for Spouses, Heirs and Trusts (by me) - July AAII Journal:

  13. Trump, perceived high valuations, monetary policy all playing a role right now...

  14. I spoke with about the fiduciary rule

  15. Not only are leveraged ETFs risky, more leverage reduces returns over time - AAII Journal:

  16. Love stories like this. Way to go Julia! via

  17. Value investing works, but you may want to look for more than just pure value

  18. The temptation to trade is strong and very dangerous to your portfolio

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