Stock quote: The best way to predict the future is to invent it. Well Balanced is a round-up of topics helping you get today right.

Explore the implications of market breadth and the dynamics of large-cap vs. small-cap stocks. We discuss navigating market shifts and optimizing investment strategies for long-term success.

Servicing the national debt is getting more expensive because of rising debt levels and higher interest rates. Looking ahead, the CBO estimates that in 10 years, the interest cost will approach $1.4 trillion per year. (video)

$200 billion in market value was added overnight to the S&P 500's fourth-largest stock. We discuss what this means for time-in-the-market investors. (video)

Stock quote: I want it said of me by those who knew me best, that I always plucked a thistle and planted a flower where I thought a flower would grow. Well Balanced is a round-up of topics helping you get today right.

A reverse bucket list is where you take off past aspirations that no longer serve you. Each year, instead of adding a new grand pursuit or object to attain, take something off the list.

When the values of your underlying portfolio assets change, it’s likely that your risk posture has also changed. We discuss drift and rebalancing as a tool to manage portfolios over time. (video)