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June 17, 2025 at
02:00 PM EDT
- 1.0 CE credit
Breaking down artificial intelligence

June 18, 2025 at
02:00 PM EDT
- 1.0 CE credit
The Mind in the Machine, Part One: From Silicon to Sentience—Mapping the AI Supply Chain

June 23, 2025 at
02:00 PM EDT
- 1.0 CE credit
Purpose & Portfolio: Aligning Client Portfolios with Jewish Values

June 24, 2025 at
01:00 PM EDT
- 1.0 CE credit
Harvesting Value: Why Natural Resource Equities Belong in Your Portfolio Today

June 26, 2025 at
11:00 AM EDT
- 2.0 CE credits
Midyear Market Outlook Symposium

June 27, 2025 at
02:00 PM EDT
- 1.0 CE credit
Investing in an Era of $2 Trillion Deficits and Rising Trade Tensions

June 30, 2025 at
02:00 PM EDT
- 1.0 CE credit
A New Sleeve for Alternatives: Performance, Liquidity, and Accessibility

July 09, 2025 at
02:00 PM EDT
- 1.0 CE credit
Why Bitcoin belongs in your portfolio

July 10, 2025 at
11:00 AM EDT
- 1.0 CE credit
Beyond College Planning: Preparing Client Families for the AI Revolution

July 17, 2025 at
02:00 PM EDT
- 1.0 CE credit
An active approach to finding opportunity in volatility

Commentaries
Timely market commentaries from leading investment firms
Treasury Tax Tension
The draft of the One Big Beautiful Bill Act (OBBBA) runs more than 1,000 pages. Analysis of the legislation has focused primarily on its impact on the U.S. federal deficit: the Congressional Budget Office estimates that passage would add almost $3 trillion to the national debt over the coming decade.
Weekly Economic Snapshot: Inflation Edges Up While Sentiment Rebounds
Last week’s economic signals showed cautious optimism and renewed concern. Inflation saw a slight uptick in May.
Time to Audit the Gold: Why Congress Is Finally Asking Hard Questions
The Gold Reserve Transparency Act of 2025 (House Bill 3795), calls for a full, modern audit of America's gold holdings—something that hasn't occurred in over 65 years.
The Deficit Narrative May Find its Cure in Artificial Intelligence
Lately, the “deficit narrative” has dominated much of the financial media, particularly those channels that are continual “purveyors of doom.” In this post, we will discuss the “deficit narrative,” the likely outcomes, and why the cure for the deficit may be found in Artificial Intelligence.
3 New ETFs That Reflect Emerging 2025 Market Trends
Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF industry, with innovative launches ongoing.
The Investment Signal in the Noise
Separating the signal from the noise may be the hardest challenge investors face. We’re all surrounded by constantly changing but mostly unimportant information. Of the small part that really is important, we must decide if it affects our investments.
Investing Beyond Benchmarks: The Case for Unconstrained Equities
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there.
Schwab Market Perspective: 2025 Mid-Year Outlook
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.
Building Steady Streams: Dividend ETFs in Focus
Fears of an impending recession may be fading, but economists are still expecting tepid GDP growth for the year.
Asset Allocation Bi-Weekly: The Japan Problem
Just one day after Prime Minister Shigeru Ishiba likened Japan’s debt situation to that of Greece, the country faced its weakest demand for 20-year bonds since 2012.
From Factory Floor to Autonomous Fleet: The Realignment of Robotics in 2025
Industrial robotics is no longer a niche topic reserved for factory optimization—it is becoming a key lever in national strategies for productivity, labor substitution and supply chain resilience.
AI: The Challenges for Investors
In part one of our new series, AI Alpha, we explored the sweeping potential of artificial intelligence (AI) as a transformative force.
Fixed Income Outlook: A Not-so-Random Walk
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
What Closed-End Funds Could Offer Amid Uncertain Times
Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.
Washington: What to Watch Now
The Senate is continuing to work behind the scenes to develop its version of the "One Big Beautiful" tax and spending bill that passed the House by a singe vote in May.
Invest in Enterprise Products Partners for High and Stable Income
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation presents a detailed analysis of Enterprise Products Partners (EPD), a midstream master limited partnership (MLP) known for its high income potential, offering investors a stable and growing dividend yield.
"Yen-Carry" Anniversary Nears, but Worries Fade
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
Gold has Glittered Amidst Storming Markets
Gold plays a distinct role in the global monetary system. Simply put, it’s perceived as money, and its function as a store of value makes it arguably the world’s most popular hedge against inflation.
The Compute Capital Supercycle: AI’s Silent Infrastructure Revolution
In the history of technological progress, there's often a critical misreading. We think the leap is in the product—the engine, the chip, the app.
What Business Owners Need to Know About the New Tax Bill
The US 2025 tax bill enhances certain deductions and includes provisions for business growth and development. Our Bill Cass shares the highlights of what is being debated on Capitol Hill and the impact on business owners.
Equities Outlook: Era of Rapid Change Creates Opportunities
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
An Active Option to Ponder as Bonds Look More Compelling
With tariff news providing constant equity market fluctuations, the case for bonds becomes more compelling. The added uncertainty also punctuates the need for an active management strategy, which one particular Vanguard ETF offers.
Should Investors Consider Options-Based Strategies to Help Manage Portfolio Risk?
Financial markets have been experiencing some of their wildest trading days in history this year. Stock and bond prices have been moving in unison—an alarming scenario for investors and their advisors. With increased volatility, long-term investors might benefit from additional exposure to alternative strategies within their portfolio allocations.
Cautious Optimism: Shift Exposure, Stay Balanced
Despite inflation worries, fiscal deficit concerns, and continued geopolitical conflict, equity markets posted strong returns in May on the back of easing tariff tensions, lower probability of recession, and better than expected US Q1 earnings.
Deficit Pressures Treasuries… But No Crisis: US Treasury Market Is ‘Too Big to Fail’
The first half of 2025 has been driven by headlines that have caused volatility in both the stock and bond markets. While tariff negotiations have commanded the most attention, we are now pivoting to the federal budget deficit, which feels like a perpetual headline over the last 15 years.
Vanguard Debuts New Active Multi-Sector Bond ETF
Today, Vanguard released its newest bond fund, the Vanguard Multi-Sector Income Bond ETF (VGMS).
Gundlach: Illiquid Assets Don’t Belong in Liquid Vehicles
Integrating volatile and illiquid assets into the ETF structure is something to be avoided, Doubleline CEO and CIO Gundlach said.
Japan’s Corporate Reforms Create a Catalyst for Equity Returns
A new culture of reform at Japanese companies offers exciting potential for equity investors.
The More Things Change, the More They Stay the Same
In the current land of uncertainty the markets and investors find themselves in, the monthly Employment Situation report is ‘must-see TV’ and will remain that way for the foreseeable future.
Will the Trump Tax Cuts Pay for Themselves?
Supporters of tax cuts argue that they eventually "pay for themselves" and lower deficits through economic growth and increased revenue, even without significant spending cuts.
What Is the Debt Ceiling and Why Does It Matter?
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.
Trading Away From The U.S.?
To anyone going through a breakup, just remember this lyric from Bernadette Peters: “If I’m patient the break will mend and one fine morning the hurt will end.”
The Fragmentation Era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
A Focus on Fundamentals
While the immediate path for tariffs may drift lower, the U.S. legislative branch is hammering out a tax and spending bill that seems to favor tax cuts over lower spending, reviving worries over the U.S. budget deficit and a growing debt burden that cannot be ignored.
3 Different Gold ETF Strategies for the Second Half
Advisors looking to add or enhance existing gold exposures in their portfolio have a range of strategies to consider within the ETF vehicle.
What's the 10-Year Outlook for Major Asset Classes?
The global economy is continually evolving due to inflation, interest rates, and geopolitics. How could these and other factors influence the major asset classes over the coming decade?
The Infrastructure That Lets the Future Happen
If we lived in a world where mobile signals were visible, the sky would shimmer like a storm—layers of frequencies rolling over rooftops, crossing oceans and saturating valleys.
Bluespring Wealth Partners Acquires New Firm and Executes Merger to Create $1.4B AUM Firm
Long-time Kestra ecosystem firm SilverStar Wealth Management combines with existing Bluespring partner LifeBridge Financial Group, strengthening Texas-based presence
2025 Mid-Year Outlook: U.S. Stocks and Economy
The U.S. economy and stock market face a confluence of challenges in the second half of the year, keeping the bar relatively (but not restrictively) high for outperformance.
Strategic vs. Tactical
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Intersection of Robotics & AI: Crucial Theme for Tech Sector
Robotics was one of the earliest examples of a disruptive technology. It enjoyed some time in the investment community limelight. But it was rapidly usurped by other innovative technologies, including AI.
Notes from the Desk: MBS Opportunities Amid Quiet Housing Market
The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and existing home sales continue to underwhelm.
“Buying The Dip” – Here’s A Technical Way To Do It
In recent years, “buying the dip“ and more vulgar variations have often been equated to “dumb money” or retail investors, who are presumed to always make a mistake. However, as investors, we need to rethink how we view “buying the dip” because the whole goal of investing is to “buy low and sell high.”
Going Abroad for a Free Lunch
Diversification of portfolios using international equities can reduce volatility and enhance risk-adjusted returns, especially given recent geopolitical shifts that decrease correlations between U.S. and international markets. Despite some investor skepticism, and as we discuss below, the benefits of international diversification can be significant and should be considered in investment strategies.
Secure Returns: Investing in the World’s Largest Automotive Safety Supplier for Income and Growth
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation will do a comprehensive analysis of Autoliv Inc (ALV), the world’s largest automotive safety supplier.