Chris Retzler, portfolio manager for the Needham Funds, says that the stock market is benefitting from an artificial-intelligence powered industrial revolution "that we haven't seen the likes of in a very long time," but he says that this will not end the way the Internet bubble did because the players have strong balance sheets and prospects. Retzler thinks there is a strong fundamental story that can lead the market higher from here, and that the small-cap rally that has powered recent gains is a long-term shift that should bring smaller companies back to their traditional role of providing a higher-risk, higher-reward investment option. He worries about the potential impact of inflation and the timing and magnitude of any interest rate hikes, but he says the base case is for current conditions to remain in place and largely unchanged for several months.

Todd Rosenbluth, head of research at VettaFi, makes JPMorgan Core Plus Bond his ETF of the Week, noting that the fund has seen strong inflows to match its recent strong performance, citing low fees for active management and a yield of roughly 5% as other key factors to consider.

Plus, Stanford University professor Tina Seelig discusses her book "What I Wish I Knew About Luck: A Crash Course on Turning Aspirations into Achievements," noting the significant difference between having good fortune and true good luck, and how individuals can make their own luck, often through small habits that amount to little more than common courtesy and good manners.