When you factor in Social Security, the financial picture can be a little better, as the average monthly benefit currently sits around $1,920 or an extra $23,000 in annual income. For higher earners, or those who have a $2 million portfolio, the benefit can reach as much as $4,000 monthly or around $48,000 per year, and a couple with dual benefits can go as high as $60,000. This means that you can take a $2 million portfolio and generate as much as $148,000 annually, which should provide a pretty comfortabl ...

Core Insights - Rothschild & Co Wealth Management's LongRun Equity strategy reported a return of +3.9% in Q3 2025, underperforming its benchmark which returned 7.5% [1] - Since inception, the strategy has achieved an annualized return of 10%, compared to 11% for global equities, indicating a relative underperformance [1] - The market has favored riskier, growth-oriented, and often unprofitable companies over the firm's selection of high-quality, profitable companies [1] Company Focus: Cadence Design Systems, Inc. - Cadence Design Systems, Inc. (NASDAQ:CDNS) is highlighted as a key investment, providing essential tools for designing advanced technology chips [3] - The stock of Cadence Design Systems, Inc. had a one-month return of 3.72% and a 52-week gain of 2.97% [2] - As of December 24, 2025, Cadence Design Systems, Inc. closed at $317.76 per share, with a market capitalization of $86.586 billion [2]

In the ever-changing and fiercely competitive business landscape, conducting thorough company analysis is crucial for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Micron Technology (NASDAQ:MU) and its primary competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining key financial metrics, market position, and growth prospects, our aim is to provide valuable insights for investors and shed light on company' ...

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performa ...

Looking into the current session, Quanta Services Inc. (NYSE:PWR) shares are trading at $433.58, after a 0.37% decrease. Over the past month, the stock decreased by 6.73%, but over the past year, it actually spiked by 34.18%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. Quanta Services P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio measures the current share p ...

In a bold move that is reshaping the future of one of the world’s most valuable companies, Microsoft Corporation (MSFT) CEO Satya Nadella is doubling down on artificial intelligence (AI), betting that the next era of tech dominance will be won by those who build the platforms, infrastructure, and cloud services that power AI at scale. From investing tens of billions of dollars in hyperscale AI data centers and strategic partnerships to embedding AI across core products, Nadella has signaled that AI is no l ...

Core Insights - The S&P 500 is projected to finish the year with significant gains, indicating a successful year for the market [1] - The analyst, recognized for his expertise in technology and growth investing, focuses on identifying high-potential investment opportunities [1] - The investment strategy emphasizes a combination of price action analysis and fundamental investing, targeting stocks with strong growth potential and attractive valuations [1] Investment Strategy - The analyst aims to capitalize on stocks that are undervalued or have been beaten down, avoiding overhyped stocks [1] - The investment group, Ultimate Growth Investing, specializes in identifying opportunities across various sectors with a focus on growth stocks and turnaround plays [1] - The investment outlook is typically set for an 18 to 24 month horizon, allowing time for the investment thesis to materialize [1] Analyst Recognition - The analyst has been acknowledged as a Top Analyst by TipRanks and Seeking Alpha, highlighting his successful track record in identifying investment opportunities [1] - The focus on robust price action and fundamentals has led to outperformance compared to the S&P 500 [1]

Power lines supply a data center at sunset, with dramatic lighting highlighting the importance of electricity to power the AI revolution. Key Points Since President Trump’s second term began, Americans’ power bills have increased 13%.  Simultaneously, natural gas prices are up 98% as the administration combats new renewable energy projects. The First Trust Utilities AlphaDEX Fund provides exposure to the utilities sector, which should benefit from elevated electric rates.  Interested in First Trust Ut ...

Core Viewpoint - The rise of artificial intelligence (AI) has significantly influenced stock market gains over the past two years, but concerns are growing about potential corrections in AI valuations and their broader market implications [1]. Group 1: Impact on AI Stocks - A correction in AI stocks could lead to a rapid decline in major companies like Nvidia, AMD, Microsoft, Alphabet, and Meta, which constitute a large percentage of the S&P 500 [3]. - The movements of these large AI players could shape the entire market, potentially resulting in a market environment reminiscent of the dot-com bubble burst in the early 2000s [4]. Group 2: Broader Market Implications - If the AI market trend reverses, a broad correction of 10% to 20% in the entire stock market index could occur as investor sentiment shifts and questions arise regarding AI revenue projections [5]. - Not all sectors would be equally affected; during sector slowdowns, investors may rotate funds into more stable areas like utilities, healthcare, and consumer staples, making companies with steady earnings more attractive [6]. Group 3: Effects on Startups - An AI market correction could lead to a rapid decline in valuations of AI startups, which have been heavily funded under the assumption of accelerating adoption [7]. - A market downturn could result in reduced hiring, increased consolidation, and a higher likelihood of failure for many AI startups [7].

Core Insights - Rothschild & Co Wealth Management's LongRun Equity strategy reported a +3.9% return in Q3 2025, underperforming its benchmark which returned 7.5% [1] - Since inception, the strategy has achieved an annualized return of 10%, compared to 11% for global equities, indicating a focus on high-quality companies that did not perform as well as riskier growth stocks [1] Company Highlights - Synopsys, Inc. (NASDAQ:SNPS) was highlighted in the investor letter, with a one-month return of 16.13% and a 52-week loss of 4.88% [2] - As of December 24, 2025, Synopsys, Inc. had a stock price of $475.75 and a market capitalization of $91.02 billion [2] - Rothschild & Co initiated a new position in Synopsys, Inc. during Q3 2025, funded by reducing cash holdings and selling portions of Alphabet, while fully exiting Accenture [3]