Two solid-value approaches, one well-built ETF. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform their Morningstar Category average over a market ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Each dropdown below outlines the content for that component and offers recommendations, tips, and examples. These boxes align with the Simple Syllabus components, so you can move back and forth ...