Chamberlin Financial Inc.

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My Retirement Savings See how your current savings rate and contributions may grow into retirement income.

As of the market close on July 27, 2026, the Shiller CAPE ratio for the S&P 500 sits at 40.5. To put that number in perspective: over roughly 150 years of data, the measure has been higher only once — at the very top of the dot-com...

The Shiller CAPE Ratio What It Means — and Why It's Flashing Red in 2026 The Shiller CAPE ratio just hit ~40 — its second-highest reading in 150 years. Here's what CAPE measures, what history says about high valuations, and what it means for investors.

A cautionary tale from Wall Street: Situational Awareness — an AI-focused hedge fund run by ex-OpenAI researcher Leopold Aschenbrenner — reportedly sold most of its stock portfolio to Ken Griffin's Citadel after heavy losses in its tech holdings (Reuters).

A timely reminder that concentration in a single hot sector cuts both ways. Diversification isn't exciting, but it's how you survive the downdrafts.

Citadel buys most of Situational's stock holdings after AI share rout, sources say Situational Awareness, an AI-focused ​hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered ‌by heavy losses in its tech holdings, two sources familiar with the matter told Reuters on Thursday.

Buying isn't automatically the smarter move. Use our calculator to weigh renting vs. buying based on your situation and timeline:

Rent vs Buy Calculator Compare the long-term financial outcomes of renting versus buying a home.

Markets can move fast.

Today, the Dow Jones Industrial Average fell 1,152 points—its biggest one-day decline since April 2025—driven by a hawkish Federal Reserve, rising oil prices, and escalating Middle East tensions.

Read more:

Dow down 1025 points on losses for shares of Caterpillar, Goldman Sachs Shares of Caterpillar and Goldman Sachs are seeing declines Wednesday afternoon, leading the Dow Jones Industrial Average selloff.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Every year since 1947, the U.S. President pens an economics textbook.

Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy.

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Making a Charitable Contribution There are benefits and limitations when you decide to donate stock.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

Introducing the 530A Accounts An article explaining 530A Accounts.

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.