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But we saved everything 🙂.
Cullen Roche advised that searching for price returns online typically leads to inaccurate results, specifically citing Yahoo Finance unless using historical data with the adjusted price column. Roche suggested alternatives such as testfolio, Koyfin, Morningstar, and Portfolio Visualizer for more reliable information.
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Roche has previously challenged claims that AI agents could trigger widespread bank withdrawals, arguing in a recent commentary that such risks are overstated in the current environment (full article). He is also scheduled to present a Fidelity webinar for retail investors on asset-liability matching strategies (details). These activities reflect Roche’s continued engagement with retail investors on topics of market risk and portfolio management.