Saturday, August 16, 2025
Barbell Portfolios For Fall Vo
Within equities, fundamentals continue to favor large-cap growth, particularly tech and related names, where earnings have consistently surprised to the upside in recent quarters.
Tuesday, July 15, 2025
Global Market Perspectives Q3
Friday, July 11, 2025
Multi-Asset Income Midyear Out
H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
Thursday, July 3, 2025
Your Index Matters: Using The
Tuesday, June 17, 2025
Intraday Volatility Control In
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
Thursday, June 12, 2025
How Much Does Income Matter Fo
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
Saturday, April 19, 2025
Q2 2025 Equity Market Outlook
Tuesday, April 15, 2025
RVER: Can This New Active GARP
Read here for an in-depth analysis of the Trenchless Fund ETF (RVER) including its growth strategy, volatility challenges, and alternatives for informed investing.
Friday, December 20, 2024
GMO Q3 2024 Quarterly Letter
We consider 3 notable relative equity market underperformers during US growthâs triumphant run and share 4 avenues of analysis we recommend. Click here to read more.
Tuesday, November 26, 2024
SRHQ: Heavy On Tech, Attractiv
SRHQ ETF offers equal-weight exposure to select Russell 1000 Index companies, but lacks quality compared to other funds. Find out why SRHQ is a Hold.
Thursday, October 10, 2024
Monthly Market Recap: Septembe
Microsoft struck a groundbreaking deal with Constellation Energy to revive the Three Mile Island nuclear facility, planning to secure all its energy output by 2028. Click to read.
Monday, October 7, 2024
PRF Doesn't Justify Its Above-
Invesco FTSE RAFI US 1000 ETF has underperformed the Russell 1000 since inception and has a higher expense ratio than competitors. See why PRF is a Hold.
Monday, September 30, 2024
Risks Without Rewards
Investors have become accustomed to piling into funds of U.S. large-cap stocks. Instead, they should instead be primarily invested in U.S. government debt. Read more here...
Thursday, September 26, 2024
Taking Stock: Q4 2024 Equity M
Q3 volatility was at least partly rooted in concerns over a slowing economy and whether the Fed was behind the curve in addressing it. Click to read.