PRINCIPLE-BASED INVESTING
No hype. No guesswork.
Just clarity.
A 5-minute investor briefing for people who want clarity now, not regrets later. Written by Alan Skrainka, CFA — 40+ years in investment research, former Chief Market Strategist and Director, Manager Research.
Trusted by investors and the financial advisors who serve them.
What’s Inside
Five resources for the serious investor.
The website is the durable reference. The Substack is the active publication. Together they cover what long-term investors actually need to know.
Investment Insights
Market commentary and guidance for investors.
Fund Research
In-depth reports on 90+ mutual funds and ETFs that meet our high standards.
Model Portfolios
Five portfolios featuring our best ideas with performance updates.
Investment Academy
Educational articles from foundational concepts to advanced strategies. Learn at your own pace.
The Long Arc
Chronicling long-term trends, so you can invest with confidence.
Samples of Our Work
Read before you subscribe.
A piece from each pillar, free to read. If they reflect the kind of analysis you want in your inbox each week, the rest is on Substack.
Investment Insights
What the Market Sees That You Don’t
Why stocks keep making new highs while the headlines look dire. A look at the gap between what investors fear and what the data actually shows — and why pessimism almost always sounds smarter than it pays.
Investment Academy
Where Could the Dow Be in 30 Years?
What 97 years of S&P 500 history tell us about the next 30. A foundational piece on the principle that time in the market matters more than timing it — with the math to back it up.
Fund Research
The Large-Cap Value ETF Beating the S&P 500 by 1,100 Basis Points YTD
The full research report on a fund that has quietly outperformed by a meaningful margin — covering parent, people, process, and price. Above the paywall: what to look for in a fund of this kind.
Model Portfolios
Introducing the InvestmentInsights.com Model Portfolios
Five principle-based strategies for every type of self-directed investor, from conservative income to aggressive growth. The methodology, the holdings, and the rationale for each.
Active Publication
Latest on the Substack.
A new piece each week. Free subscribers get most of the commentary; paid subscribers get the fund research and model portfolios.
Positioning for Potential Rate Hikes
September 8, 2026
What forty years of tightening cycles say about stocks, bonds, and the portfolio you already own.
Read on Substack →Monthly Market Commentary | September 3, 2026
September 3, 2026
The Answer the Bond Market Was Waiting For
Read on Substack →Asking the Wrong Questions
August 31, 2026
Nine questions no one can answer - and five that actually matter
Read on Substack →FOUNDING MEMBER · ALL-ACCESS
Everything in one subscription.
The complete toolkit for the self-directed investor — the active Substack publication plus the full reference library on InvestmentInsights.com.
Founding Member
$179 / year
• All paid Substack posts and weekly commentary
• 90+ in-depth fund and ETF research reports
• All five Model Portfolios with quarterly performance updates
• Full Investment Academy library
• The Long Arc archive
Also available: Free (selected articles, market commentary) · Paid Substack ($8/mo or $80/yr — subscriber-only posts) · White-Label for Advisors ($499/yr).
THE LONG ARC
Optimism, grounded in data.
U.S. equities have compounded at roughly 10% annually over the last century — through wars, depressions, recessions, bubbles, and pandemics. The Long Arc chronicles the long-term trends across human progress, so you can invest with confidence in the case the data actually supports.
FOR FINANCIAL ADVISORS
White-label content that elevates your client communication.
License the entire InvestmentInsights.com content library — fund research, monthly commentary, educational articles, and model portfolios — fully editable, brandable, and ready for your clients. Built by a CFA who spent 28 years on the inside of one of the largest brokerage firms in the country.
What’s included
• Full content library, editable and brandable
• 90+ fund and ETF research reports
• Monthly market commentary
• Model portfolios and Investment Academy
• Designed to save time and elevate client trust
$499 per year
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