Charles Rotblut is the VP and AAII Journal Editor at the American Association of Individual Investors. He specializes in finance topics including wealth management, investment strategies, and cryptocurrency, with a focus on helping individuals navigate the complexities of personal finance and trading. Charles has been featured in Forbes and the American Association of Individual Investors (AAII).
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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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AAII’s My Portfolio makes it easy to stay on top of your stocks during earnings season.
In this month’s charts of interest, we look at current trends and reasons to be optimistic about the second half of 2026.
By: Charles Rotblut, Michael Rose
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the second quarter of 2026.
By: Charles Rotblut, Sam Levine
An examination of the ETF and mutual fund options that can fill the mid-cap domestic equity portion of a portfolio.
By: Charles Rotblut
The positives and caveats to consider with the new Trump Accounts.
By: Charles Rotblut
Two words describe the largest types of exchange-traded funds (ETFs) launched during the first half of this year: speculative and complex.
By: Peter Duggan, Charles Rotblut
With an IST, the token is the security and is held in a digital wallet.
By: Charles Rotblut
A big step toward changing the format in which you can hold shares of stock occurred recently.
The ideal company is one that can grow revenues at good pace while sustaining wide margins relative to its industry or sector peers.
By: Charles Rotblut
About 40% of consumers “have sought help from [artificial intelligence (AI)] to manage their personal finances,” according to a recent JD Power
