Charles Rotblut's profile photo

Charles Rotblut

Chicago

Editor at AAII Journal

American Association of Individual Investors VP, AAII Journal Editor & AAII Wealth-Building Process creator. Speaker, author, & KU alum. #🟦

Articles

  • 4 weeks ago | aaii.com | Charles Rotblut

    Special note: The U.S. financial markets and the AAII office will be closed tomorrow in observance of Good Friday. On behalf of everyone at AAII, I wish a happy Easter and a happy Passover to those who are observing the respective holidays. Even during corrections and bear markets, there are stocks that are trading at new 52-week high prices. Trend-following approaches seek to identify and invest in such stocks.

  • 1 month ago | aaii.com | Charles Rotblut

    One of the biggest challenges in financial planning and investing is longevity risk. A one-page PRISM plan can help you prepare for the forthcoming costs. Charles Rotblut leads a class in AAII's new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.

  • 1 month ago | aaii.com | Charles Rotblut

    Featured Tickers: GLD SPY Gold closed above $3,000 per ounce for the first time last week.

  • 1 month ago | aaii.com | Charles Rotblut

    The S&P 500 index took less than one month to fall into its current correction. Historically, corrections have taken three to four months, on average, to bottom. Yesterday, CFRA Research chief investment strategist Sam Stovall tweeted that fast drops have historically been followed by fast rebounds. Tariffs are the big question mark, though. This month’s charts of interest provide some insights you are likely not seeing in the headlines about the current market environment.

  • 2 months ago | aaii.com | Charles Rotblut

    Charles Rotblut leads a class in AAII's new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.

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Charles Rotblut, CFA πŸƒβ€β™‚οΈ
Charles Rotblut, CFA πŸƒβ€β™‚οΈ @CharlesRAAII
8 May 25

Warren Buffett is retiringβ€”but his lessons endure. Here are 6 timeless takeaways for individual investors: πŸ’Ό Good businesses at fair prices πŸ’° Reinvest smart πŸ“Š Small portfolios = big edge πŸ’Έ Cut costs 🧠 Know your limits ⏳ Think long term More here πŸ‘‰ https://t.co/RS0166KHIt https://t.co/oLYf4QI1J7

Charles Rotblut, CFA πŸƒβ€β™‚οΈ
Charles Rotblut, CFA πŸƒβ€β™‚οΈ @CharlesRAAII
8 May 25

AAII Sentiment Survey *Bullish: At a 13-week high, but still below 30% *Neutral: Below 20% for the 5th time in 6 weeks *Bearish: Above 50% for a record 11th week https://t.co/mQkPVKWb9Q https://t.co/V41chXG84j

Charles Rotblut, CFA πŸƒβ€β™‚οΈ
Charles Rotblut, CFA πŸƒβ€β™‚οΈ @CharlesRAAII
7 May 25

Watching @MonocleMan1 introduce a keynote speaker at #CFAInstituteLive https://t.co/02ocW2MuFc