Investing
14 articles
The 2027 401(k) Limit Is Projected Near $25,000 — Here's How to Plan Around It Before the IRS Confirms
Milliman projects the 2027 401(k) elective deferral limit at roughly $25,000, up from $24,500 in 2026. Here's what's projected vs. already official, and how to pace your contributions either way.
Big Tech Will Spend $725 Billion on AI This Year. If You Own an Index Fund, You Own This Bet.
The four biggest hyperscalers plan roughly $725 billion in AI capital spending in 2026 — increasingly funded by debt. Here's what that means for the S&P 500 investor who never chose to make this wager.
The Tech Concentration Crisis of 2026: How to De-Risk Your Portfolio Without Missing the AI Boom
The S&P 500 is now roughly a third tech and a third Magnificent Seven — the most concentrated it's been since the dot-com peak. Four tech-resistant strategies to dilute that risk without bailing on AI.
The Dollar Explains 2.6% of Emerging-Market Returns. It Is Still the Best Signal You Have.
Every emerging-market piece opens with the same claim: dollar down, EM up. Measured across 248 months of Federal Reserve and fund data, the direction holds and the strength does not — and for two years it ran the other way.