Charles Rotblut is the Vice President and Editor of the AAII Journal, as well as the creator of the AAII Wealth-Building Process. He is a respected speaker, author, and panelist for the Wall Street Journal. Charles specializes in providing tax-savvy strategies, investment insights, and financial advice to individual investors through his articles and publications.
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Charles Rotblut's articles predominantly focus on investment analysis and data citations, particularly in the realm of wealth-building, investing, retirement planning, tax strategies, and stock market trends. To effectively reach out to Charles with pitches or expertise, consider offering detailed insights into investment opportunities or strategies backed by robust data. Additionally, providing unique perspectives on long-term financial issues and potential market indicators for future years may resonate with his coverage preferences.
As he covers a wide range of finance-related topics such as sales & marketing and healthcare & pharmaceuticals to a lesser extent (compared to investment analysis), it is advisable to align pitches with these areas if they are relevant but prioritize those tied directly to wealth-building and investment themes.
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By: Charles Rotblut
Our A+ Investor Value Grade uses percentile rankings to determine how cheap or expensive a stock is.
By: Cynthia McLaughlin, Charles Rotblut, Susie Marbury
Roles and responsibilities of daily money managers for different client needs How daily money managers collaborate with other financial professionals
By: Charles Rotblut
This week, we switched from using financial data provider LSEG Data & Analytics (formerly known as Refinitiv) to using S&P Global Market Intelligence for the stock data on our websites.
By: Charles Rotblut
My wife and I spent the past few weeks planning my mother-in-law's funeral and settling her estate. Lila was buried at Fort Sam Houston National Cemetery on Tuesday, next to my father-in-law.
By: Charles Rotblut
The current bull market marked its second anniversary over the weekend, so I start by sharing data on what has historically happened next.
By: Charles Rotblut
Companies are advertising their stocks during commercial breaks on CNBC and other television networks.
By: Charles Rotblut
Passing key tax legislation will be a key priority for the next Congress. Without it, several provisions in the tax code will sunset at the end of 2025.
Bank Building getty In this article I use AAII's A+ Investor Stock Grades to provide insight into three bank stocks.
The Tiny Titans approach focuses on micro-cap stocks. Here are 25 stocks that fit James O’Shaughnessy’s stock-picking strategy.
By: Charles Rotblut
A fading memory can quietly chip away at your financial security if it is unnoticed. Affluent investors who incur a severe memory loss event but
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