When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high.

REITs are a “must have” in an income-focused portfolio. These investments were created in 1960 to give the individual investor the opportunity to invest in commercial real estate. By law, they must ...

The Social Security Administration recently gave us their annual report with a few blockbuster footnotes. We all know that Social Security as it is currently constructed will run out of money in the ...

That was a suggestion I received last week. The reality is that “tech growth” is pretty much a double negative for dividend investors. By design, a company in its growth phase shouldn’t be paying much ...

This week is the final recap of the 2026 Strategic Investment Conference. I have always done summaries of the SIC afterwards, but I don’t think I’ve ever taken four weeks, let alone five weeks to ...

In the summer of 1944, with the war in Europe not yet won, the United States convened 44 nations at a resort hotel in Bretton Woods, New Hampshire, and wrote the rules of the postwar world. The dollar ...

In 1712, an ironmonger named Thomas Newcomen built a machine in Dudley, England that changed the world. Not immediately. Not obviously. The Newcomen engine was crude, inefficient, and mostly used to ...

Two weeks ago, I said that one of my favorite stocks right now is Pfizer (PFE). The pharmaceutical giant is in the middle of a transformational period with the goal to return to growth by 2029. It’s ...

Earlier this month, I headed from Virginia to Florida on the Amtrak auto train. I highly recommend this option instead of driving down I-95. On my way back to the DC area, the sleeper cabins and ...

One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final session wraps up. In some ways, that’s when the real work begins. It’s ...