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Wall Street Journal Articles

Dec 2025   WSJ: When it Pays to Invest in Commodities

Nov 2025   WSJ: The Best Way to Do a Roth IRA Conversion Before Retirement

Nov 2025   WSJ: Inflation-Protected Bonds Fail a Key Test

Oct 2025   WSJ: The Best Crypto ETFs to Invest In

Sep 2025   WSJ: Taxable v Tax-Exempt Bonds, Which Yield Higher Posttax Returns?

Aug 2025   WSJ: The Real Risk in Your Fixed Income Portfolio

Jul 2025   WSJ: When To Take Your RMDs

Jun 2025   WSJ: Dollar Strength and Asset Returns

May 2025   WSJ: The Returns to Activist Investing

Apr 2025   WSJ: The Complicated Relationship Between Sentiment and Stocks

Mar 2025   WSJ: How Effective is Dollar Cost Averaging?

Jan 2025   WSJ: In Times of Policy Uncertainty, It May Be Best to Avoid Stocks

Dec 2024   WSJ: COVID and Retail Investor Trading Inefficiencies

Nov 2024   WSJ: How Active Management Has Dwindled Over Time

Oct 2024   WSJ: High GDP Growth and Lower ETF Returns

Sep 2024   WSJ: Should You Include REITs in Your Portfolio?

Aug 2024   WSJ: In Investing, Does It Pay to Follow the Money?

Jul 2024   WSJ: The S&P 500 Isn’t as Diverse as It Used to Be

May 2024   WSJ: Does 'Sell in May and Go Away' Still Hold?

Apr 2024   WSJ: Do Bond Ladders Actually Work?

Mar 2024   WSJ: How Long Does a Named Trend Have Left to Run Once Named?

Feb 2024   WSJ: Do All Money Market Funds Offer the Same Return?

Jan 2024   WSJ: Hedge Funds for the Masses Deliver Ho-Hum Returns

Dec 2023   WSJ: How to use Industry ETFs to Ride Market Momentum

Nov 2023   WSJ: Peak Interest Rates and Your Portfolio

Oct 2023   WSJ: The Long Run Underperformance of Factor ETFs

Sep 2023   WSJ: Are Leveraged ETFs Worth the Long-Run Tracking Error?

Aug 2023   WSJ: Do Commodities Provide a Hedge Against Recessions?

Jul 2023   WSJ: Complex Fund Names and Their Performance

Jun 2023   WSJ: The Underperformance of Active ETFs

May 2023   WSJ: When Does Market Timing Do The Most Damage

Apr 2023   WSJ: Beware Options Investors- You Pay a High Trading Price

Mar 2023   WSJ: Does a Valuation-Based Portfolio Beat a Lazy One?

Feb 2023   WSJ: How Much More Tax-Wise Are ETFs vs. Mutual Funds?

Jan 2023   WSJ: Turnover and Mutual Fund Tax Efficiency

Dec 2022   WSJ: What Types of Bonds Offer the Best Returns?

Nov 2022   WSJ: What is the Best Time of Day to Buy That ETF?

Sep 2022   WSJ: Which Investment Do Best In A Recession

Aug 2022   WSJ: Before the Fed Acts it is Best to Buy Stocks

Jul 2022   WSJ: When the Barbell Investment Strategy Does—and Doesn’t—Work

Jun 2022   WSJ: Stocks and Industries During Inflationary Spikes

May 2022   WSJ: Which Assets Do Best When Real Interest Rates Are Negative?

Apr 2022   WSJ: Divergent Central Bank Policy And Your Portfolio

Feb 2022   WSJ: Where Your Manager is From Matters in Global Funds

Jan 2022   WSJ: The One Last Area the 'January Effect' Still Applies - Bonds

Dec 2021   WSJ: The Returns to Tax Loss Harvesting

Nov 2021   WSJ: Mutual Fund Manager Experience and Performance

Oct 2021   WSJ: Should Investors Create Their Own Target Date Funds?

Sep 2021   WSJ: The Surprising Risk of ESG Investing

Jul 2021   WSJ: Your Fund Manager is Lending Out Shares.  Should you be Worried?

Jun 2021   WSJ: What Should You Keep in a Market Correction: Winners or Losers

May 2021   WSJ: Convertible Debt Funds - Are They Worth It?

Jan 2021   WSJ: Are Tax-Efficient Funds Worth it?

Dec 2020   WSJ: Should Investors Buy a Stock After It Splits?

Nov 2020   WSJ: Do Junk Bonds Pay Off in the Long-Term?

Oct 2020   WSJ: Frontier and Emerging Markets - Great Risk, Lower Returns?

Sep 2020   WSJ: The State of Your Munis - Where You Live Matters

Jul 2020   WSJ: Which Assets Protect Best Against Inflation

Jun 2020   WSJ: How Preferred Shares Have Performed Over the Past Decade

May 2020   WSJ: The ETFs That Might Offer Protection in a Market Plunge

Mar 2020   WSJ: The Hidden Risks of Unprofitable Companies

Dec 2019   WSJ: A Bigger Fund Is More Likely to Pay Off

Dec 2019   WSJ: Exploiting One of the NFL’s Biggest Inefficiencies

Nov 2019   WSJ: The Real Impact of Tax-Loss Harvesting

Aug 2019   WSJ: Does More Mutual Fund Disclosure Hurt Your Bottom-Line?

Mar 2019   WSJ: Where Active Management Still Dominates

Jan 2019   WSJ: Double Whammy: High-Fee Mutual Funds Do Worse

Nov 2018   WSJ: The Case Against Having A Bond-Heavy 401(k)

Oct 2018   WSJ: Which Stocks Do Best When Interest Rates Rise?

Sep 2018   WSJ: The Best Investments in Case of an Inverted Yield Curve?

Aug 2018   WSJ: When to Pick a Mutual Fund Over Its ETF Version?

Jun 2018   WSJ: What Really Matters For An Index Fund - Tax Skill

Jun 2018   ETF Trends: Dynamically Adjusted Multi-Factor ETFs

Jun 2018   ETF Trends: Changing Investor Behavior: Over/Under Reactions

May 2018   WSJ: Ethical Investing Thrives When There Is Bad News

Apr 2018  WSJ: Impatient Investors Get Caught In The Return Gap

 Feb 2018   WSJ: Zero-Fee ETFs (Or Even Negative) Are On The Horizon

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Copyright 2025. Last updated December 20th, 2025

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