In this webcast, we will briefly reflect on the firm's historical role in shaping a disciplined, long-term investment approach before turning to our latest research, The Insider Investment Factor. We will explore how insider stock purchases and share repurchases, when combined with valuation analysis, can serve as important signals—and how these insights may help investors navigate today's markets
SS&C ALPS Advisors’ Paul Baiocchi dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs. VettaFi’s Cinthia Murphy goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry’s flagship products.
VettaFi’s Head of Research Todd Rosenbluth discussed the abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.
Let’s unpack the state of the markets today, explore where opportunities lie and review several strategies to navigate the months ahead.
How do you make sure your nest egg lasts as long as you do? Figuring out a safe withdrawal rate is tricky, because life is unpredictable. Markets and inflation rise and fall, tax laws change, and political philosophies come and go.
US consumer confidence rebounded sharply in May from a near five-year low as the outlook for the economy and labor market improved amid a truce on tariffs.
The Republican tax bill contains flashy goodies for families with kids. The flashiest: savings accounts for children — branded Trump Accounts — created and initially funded by the Treasury Department. These will consist of $1,000 in invested assets for each American citizen born through 2028, plus whatever funds parents later add.
There are plenty of reasons to be concerned about the direction of the US economy right now.
India is the stuff of dreams for OPEC and Big Oil: a rapidly developing nation of nearly 1.5 billion people where petroleum consumption is still in its infancy.
Without proper financial guidance and planning, the end of their career could be followed by serious financial difficulties. While every athlete’s legal, tax, and financial picture is different, here are some of the topics that should be reviewed with athletes.
Banks are contemplating a role for themselves in stablecoins if pending US legislation helps take cryptocurrencies and their gateway products mainstream.
There’s a lot to like about the travel industry right now from an investment standpoint. You just have to know where to look.
My next few letters will share some initial thoughts from SIC organized around the major topics. Today we’ll start with inflation, and specifically the sharply different views of David Rosenberg and Jim Bianco, then balance them with some thoughts from other speakers.
Keep your market perspective in check, avoid anchoring, and focus on your investment goals rather than market volatility.
Private credit firms are seeing an opportunity to finance everything from public transit systems to local utilities as the federal government and banks pull back on funding.
A KEY PLANK of the new administration’s economic policy has been to embrace tariffs, a sharp reversal of decades of free market trade.
In this video – Part 3 – Valuation Drives Future Returns – Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, using the S&P 500 (SPY) as a proxy.
Looking to reduce volatility without sacrificing income potential? Consider short-maturity high yield.
A host of data influences the market, including jobs and GDP. Learn how savvy investors decipher their meaning and what they watch for beneath the surface.
529 plans and Roth IRAs are two tax-advantaged accounts designed to help you save for future expenses.
Over the past four months, the price of gold in yuan terms has climbed by 24 percent, the strongest January to April performance on record. The Shanghai Benchmark Gold Price rose 6.9 percent in April alone. It was the fifth consecutive monthly gain.
From an energy perspective, while the trade dispute with China initially impacted oil prices and raised concerns about oil demand (mirrored across tariff discussions), the direct effect on midstream has been limited.
Selling your real estate portfolio, especially investment properties you and your family have held for years or decades, can be a complex process.
In 2025, AI crossed a subtle but monumental threshold: it stopped just answering questions and started executing goals.
Markets rallied after a surprise tariff rollback, but with valuations stretched and policy signals still mixed, investors appear to be leaning toward flexibility, fundamentals, and selective exposure.
Given the headwinds Target has faced this year, many advisors were not expecting to hear good news at the retailer’s latest earnings call.
Though silver has been quiet lately, it’s important to be aware of the many bullish factors that are setting the stage for a strong move higher.
The Endowment Tax was introduced during the first Trump administration as part of the 2017 Tax Cuts and Jobs Act (TCJA).
Tariffs have long been part of U.S. economic policy, but big changes can disrupt markets and trade. Here's a quick overview of some questions investors may have.
Your financial requirements are multifaceted, necessitating strategies tailored to your specific needs. Tailored lending can be a valuable addition to a high-net-worth individual’s financial plan, helping you optimize cash flow, maximize tax efficiency and realize important estate planning goals.
For many of us, ETFs have been synonymous with passive management.
Long-term interest rates have become much less predictable, and that means volatile prices for long bonds.
You wouldn’t exactly call it understated. In a video, Sam Altman, co-founder and chief executive officer of OpenAI, jostles through a busy San Francisco sidewalk.
Investors have breathed multiple sighs of relief in recent weeks as the Trump administration has dialed back its extreme tariff rates on China and other countries. In addition, first-quarter earnings were better, overall, than many expected given the quarter’s uncertainty.
Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.
Amid the relentless chaos in Washington — tariffs, trade war, terminally rising deficits — at least one sensible idea has recently emerged: The federal government wants to free up more land to build homes. It’s a great ambition. The devil, as ever, will be in the details.
Even though Bitcoin has retreated from record territory, options show that traders remain extremely bullish with open interest reaching an all-time high.
On the latest episode of ETF 360, VettaFi’s Kirsten Chang interviewed Innovator’s Director of Product Management Joe Becker to discuss one of their newest product launches, the Innovator Equity Premium Income – Daily PutWrite ETF (SPUT). This new product uses the put instead of the covered call.
House Republicans narrowly passed President Donald Trump’s economic package after a series of all-night negotiations and 11th-hour compromises.
Someday, the dollar will cease to be the world’s reserve currency. But don’t hold your breath waiting; there is nothing even close to being able to take its role.
Investors should always be attuned to inflation risk, but it seems pronounced in this moment. How should your clients adjust behavior and investments?
As AI capabilities continue to advance, we can expect even more sophisticated financial planning tools to become accessible to the average person, potentially improving retirement outcomes for many.
Bond investors are demanding more and more compensation to hold long-dated US debt as global markets grow anxious about the widening fiscal deficit in the world’s biggest economy.
Halfway through President Donald Trump’s 90-day freeze on his so-called reciprocal tariffs, a persistent gripe from businesses, consumers and governments facing them is severe uncertainty.
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware.
America’s fiscal woes are nothing to sneeze at, but they’re also nothing new. Which is why we expect markets to largely shrug off the latest credit-rating cut.
Direct indexing has been in the news a lot more in recent years. Larger industry players have strategically acquired a number of providers—including Parametric. And many new entrants have entered the space, looking to build on its success.
Shopping for bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond.
Investors active today can be forgiven if the events of the past few months have been a bewildering experience.
