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My ex-husband’s sister died — so why is Fidelity asking me for her death certificate?
Stock

My ex-husband’s sister died — so why is Fidelity asking me for her death certificate?

Market Expert  Aug 1, 2026

“Part of me jokes that paying for a death certificate would be like buying a lottery ticket.”

July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000
Stock

July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000

Market Expert  Aug 1, 2026

Investors are seeing more signs that the bottom is near, if not already in.

Friday links: the AI buildout
Commodities

Friday links: the AI buildout

Market Expert  Aug 1, 2026

Yields30-year Treasury yields are pushing to pre-GFC levels. (apollo.com)Pay attention to yields, not what the Fed says. (trendlabs.com)StrategyMomentum investing is not for the weak of heart. (awealthofcommonsense.com)Risk management is a skill. (oldroperesearch.substack.com)IPOsIPO buyers increasingly look like bag holders. (morningstar.com)Which could put a crimp on these semiconductor companies planning to go public. (pitchbook.com)AIA reminder that Larry Ellison has bet the future of Oracle ($ORCL) on AI. (nytimes.com)Amazon ($AMZN) is pouring capital into AWS. (tomtunguz.com)James Pethokoukis talks with Azeem Azhar about the state of the AI economy. (fasterplease.substack.com)Stay in touchAre you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)AutosA look at Tesla's ($TSLA) position in the American EV market. (theatlantic.com)Rivian ($RIVN) saw a

The Iran war sent investors into fertilizer stocks — but here’s the China risk everyone’s missing
Stock

The Iran war sent investors into fertilizer stocks — but here’s the China risk everyone’s missing

Market Expert  Aug 1, 2026

The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.

If Social Security’s funding crisis is the elephant in the room, this is the mouse everyone has overlooked. You have been warned.
Stock

If Social Security’s funding crisis is the elephant in the room, this is the mouse everyone has overlooked. You have been warned.

Market Expert  Aug 1, 2026

“Delaying Social Security until 70 results in an increased monthly payment — and that comes with proportionally higher cost-of-living adjustments.”

The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind
Stock

The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind

Market Expert  Aug 1, 2026

Tech stocks struggled in July. Will the volatility around the AI trade continue in August?

‘We have always been civil’: My sister refuses to replace me as executor. Can I step down before she dies?
Stock

‘We have always been civil’: My sister refuses to replace me as executor. Can I step down before she dies?

Market Expert  Aug 1, 2026

“I haven’t seen my sister since our mother’s funeral more than 20 years ago.”

OPEC+ may keep lifting its oil output quotas as the Iran war broadens. Why that won’t help lower prices.
Stock

OPEC+ may keep lifting its oil output quotas as the Iran war broadens. Why that won’t help lower prices.

Market Expert  Aug 1, 2026

The Organization of the Petroleum Exporting Countries and its allies may decide Sunday to lift their oil production quotas for a sixth straight month — but finding ways to export those extra barrels will be the real problem.

Is the government lying to us about inflation?
Stock

Is the government lying to us about inflation?

Market Expert  Aug 1, 2026

The concern is understandable, since the consumer-price index affects everything from Social Security’s annual cost-of-living adjustment to the interest rate earned by investors in Treasury Inflation-Protected Securities.

Personalizing Lifespan Assumptions For More Accurate Social Security And Retirement Withdrawal Recommendations
Analysis

Personalizing Lifespan Assumptions For More Accurate Social Security And Retirement Withdrawal Recommendations

Market Expert  Aug 1, 2026

There's a long-standing aphorism amongst financial planners about the difficulty in doing retirement planning: if the client could just tell me the precise date they will die, I'd make them the perfect retirement plan. Yet the reality is that no one knows when they are going to pass away; while life insurance companies may beRead More... The post Personalizing Lifespan Assumptions For More Accurate Social Security And Retirement Withdrawal Recommendations first appeared on Kitces.com. Click the icon below to listen.

Weekend Reading For Financial Planners (August 1–2)
Analysis

Weekend Reading For Financial Planners (August 1–2)

Market Expert  Aug 1, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of wealth management firms finds that while the number of respondents who have Artificial Intelligence (AI) as a dedicated tech budget line item increased from 14% to 67% in the past year,Read More... The post Weekend Reading For Financial Planners (August 1–2) first appeared on Kitces.com.

Get ready to buy the dip in tech stocks. Why the recent selling won’t break the bull market.
Stock

Get ready to buy the dip in tech stocks. Why the recent selling won’t break the bull market.

Market Expert  Jul 31, 2026

The stock-market selloff in July looks more like a stress test than a breaking point.

Software stocks are fading — but these 4 could shine through the rest of the year
Stock

Software stocks are fading — but these 4 could shine through the rest of the year

Market Expert  Jul 31, 2026

Evercore recommends Microsoft, ServiceNow, Salesforce and Samsara.

Why Microsoft’s stock soared to a historic gain after earnings
Stock

Why Microsoft’s stock soared to a historic gain after earnings

Market Expert  Jul 31, 2026

The company’s cloud business is sporting impressive growth, and Microsoft expects to avoid heading into cash-burn mode as it spends up on AI.

Empty seats? Concert giant Live Nation says ticket sales are actually at record levels.
Stock

Empty seats? Concert giant Live Nation says ticket sales are actually at record levels.

Market Expert  Jul 31, 2026

In the wake of online chatter about high-profile tour cancellations, Ticketmaster’s parent company said artists aren’t ditching shows any more than usual.

Jersey Mike’s spent almost ‘zero dollars’ on digital marketing. That’s now changing.
Stock

Jersey Mike’s spent almost ‘zero dollars’ on digital marketing. That’s now changing.

Market Expert  Jul 31, 2026

The CEO of the newly public sandwich chain says the company needs to be more proactive about reaching younger customers.

Implosion of Situational Awareness hedge fund has Wall Street betting the bottom is in for the AI trade
Stock

Implosion of Situational Awareness hedge fund has Wall Street betting the bottom is in for the AI trade

Market Expert  Jul 31, 2026

One of the wildest months in recent memory for the U.S. stock market is ending on yet another remarkable note: A highflying hedge fund run by an AI wunderkind in his mid-20s has apparently just been carried out on a stretcher.

Can credit cards survive AI shopping? Why Mastercard’s CEO says they’ll ‘prevail’ in this new era.
Stock

Can credit cards survive AI shopping? Why Mastercard’s CEO says they’ll ‘prevail’ in this new era.

Market Expert  Jul 31, 2026

Mastercard is positioning itself for ‘agentic commerce’ as the payment-technology world evolves

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