On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the VanEck Morningstar Wide Moat ETF (MOAT) with Chuck Jaffe of “Money Life.” The pair discussed several different topics regarding the fund to give investors insight into it.
VettaFi’s vice chairman Tom Lydon discussed the RiverFront Strategic Income Fund (RIGS)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”t
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the concept of value investing and its importance in the world of investing.
While environmental, social, and governance criticism remains elevated (and loud) and interest rates are affecting the performance of the related equities and exchange traded funds, ESG-committed investors can find relief on multiple fronts.
US stocks carry too much risk and buying Treasuries will pay off, according to M&G Plc as the $402 billion fund house navigates the brutal selloff in global markets.
Despite some signs of slowdown in the economy, the biggest stories in the market still revolve around big tech earnings and artificial intelligence.
The data science wave is here, and bond managers must adapt traditional investment processes to harness new technologies and amplify human talent.
Bitcoin has jumped on bets that the first US exchange-traded funds investing directly in the token are set to be approved. The question now is whether an actual green light for the products would spur some profit-taking.
The ancient Greeks had a word κάθαρσις, which in English we now spell as “catharsis,” although it’s pronounced basically the same. It originally referred to purifying religious ceremonies, medical treatments, and so on.
Rising yields have undoubtedly done a number on bond prices, but they open up bearish opportunities in certain inverse leverage exchange traded funds (ETFs).
The ideal rebalancing range varies by investor and depends on an investor’s risk tolerance and market views, among other factors. In a prolonged equity bull market, wider rebalancing ranges will result in higher returns, but also increase a portfolio’s risk.
Amazon.com Inc. Chief Executive Officer Andy Jassy gave investors much of what they wanted this earnings season: robust sales and profit growth along with a hint that the cloud division earnings machine is regaining momentum.
Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.
The world is becoming an increasingly diverse place, especially the societies that we live in and we invest in. It’s not just about social equity that companies need to focus on diversity, equity, and inclusion; it’s really about business fundamentals.
Credit challenges to come as the economy slows.
The rout in US stocks has brought the S&P 500 Index to a crucial inflection point. It’s teetering near a correction after breaching 4,200 for the first time since May — a key technical level that may point to a longer-term selloff.
Embattled debt investors like the look of 5% Treasury yields as they weigh the risk-versus-reward scales for the world’s biggest bond market.
Ethereum serves as the platform for transactions conducted in the digital currency known as ether. It is widely known as the second-largest crypto asset behind Bitcoin.
There are periods of time in the investing world when contradictions and disagreement among “experts” run rampant. Often, those periods tend to coincide with inflection points in cycles, although you only really know that with the benefit of hindsight, in my opinion.
Private credit is being sought—with the goals of income and capital preservation—to achieve real capital growth and drive portfolio returns among retail and institutional clients alike.
Earlier this October, VettaFi announced that the Susan G. Komen Foundation would be the cause of the month. October is also Breast Cancer Awareness Month. VettaFi is pleased to announce that it will be taking its support to the next level.
The calendar third quarter of 2023 was a messy one for financial markets at large, and we were not immune to its lack of charms. Nonetheless, it’s been a pretty good year for our small-cap strategy.
Read our quick insight to learn why investors should be careful when Wall Street starts to feel like Easy Street.
Goldman Sachs Asset Management has seen strong net inflows in 2023 into its broad market equity ETFs and its income ETFs. Today, the firm expanded its exchange traded fund lineup to include two equity income ETFs.
Jon Fee and Zeno Mercer discuss the ROBO index on its 10-year anniversary and the science fiction like future of robotics and automation.
Amazon.com Inc.’s run as one of the best stocks this year will likely come down to the performance of a single business line: cloud computing.
Before we get carried away anew with declarations about how “the investing world is forever changing,” it’s worth remembering how fluid the relationship has proved over the past couple of years — and how another twist is always just around the corner.
As 2023 enters the home stretch, I reflect on asset class performance for the year and discuss what my firm’s models are saying for the next 12 months.
For the 90 days ending October. 20, the S&P 500 Energy Index jumped 6.1%, while the broader S&P 500 slumped nearly 7%. Due in part to geopolitical concerns, oil prices are trending higher, providing support to the energy equity thesis.
In the past week, the price of physical gold has continued to rise. According to Kitco, on October 16, 2023, the price of gold was valued at around $1,922 an ounce, and it began Monday morning just above $1,970.
Andrew Altfest has had a unique journey through the advisory profession. He joined the firm founded by his father, Lew Altfest, and rose to become president of Altfest Personal Wealth Management. He then founded the technology firm, FP Alpha, and became its CEO. Andrew will walk us through his journey to become an advisor and how that experience led to the creation and evolution of FP Alpha. The expectations of advisors and their clients continue to change, which is what led to the introduction of advanced technologies based on AI. This allows firms to scale their practices with innovative technologies.
I’ve identified nine skills and practices that will help you become a great leader and foster a culture that’s conducive to developing future leaders, not just followers.
A successful RIA hired a designer and spent $200,000 on a new logo as part of a project to create a new digital presence.
Being part of a football coaching staff fascinates me.
Maybe this time isn’t all that different for industrial companies. In a normal economic cycle, consumer-facing manufacturers feel the effects of a slowdown first, followed by industrial operations that can convert bookings into sales relatively quickly.
In the fiscal year that just ended, the US government borrowed $1.7 trillion, more than 6% of gross domestic product. Bear in mind, that was with an economy running hot, with high inflation and more than full employment.
Municipal-bond yields at the highest in more than a decade are spurring optimism on the part of investment managers, who have been dealing with persistent fund outflows this year as the market has struggled along with the rest of fixed income.
U.S. Treasury debt has long been considered a “risk free” asset. Gold bugs hold a different definition of risk free, but for most of Wall Street and the investing public the assumption has been that there’s zero chance the U.S. government will ever default on its debt.
The lockstep moves that have gripped the US stock market this month look set to end — at least for a day. A slew of big tech earnings reports sent shares in heavyweights Microsoft Corp. and Alphabet Inc. careening in opposite directions.
High-interest rates are keeping the residential real estate market in flux. This is due to borrowing costs making prospective buyers and even sellers think twice.
A transition away from fossil fuels is likely required to avert a significant warming of the planet. The primary risk to markets is the energy transition itself, which would require substantial capital expenditures.
We are focusing a lot of attention on fixed income at VettaFi in October. This week, we are hosting webcasts with AllianceBernstein and State Street Global Advisors.
"Don't be afraid to change things. Our business changes, we change. If it's not working, change it up." – Steve Nearman
From a wire house to the independent space, Steve Nearman of Nearman Financial Consulting has experienced a lot in his over 30 years in the financial services industry. Don’t miss this episode of Cambridge Stronger as Steve shares how the challenges he’s had to overcome throughout his career have equipped him to run his own independent business. He also highlights how he’s managed to grow his firm over the years and what he believes is the key to attracting and onboarding new clients. Finally, Steve explains how he stays active in his community through the gift of hockey, from which he was named a 2022 and 2023 Invest in Others Honorable Mention.
Bloomberg's James Seyffart offers the latest on the spot bitcoin ETF race and also discusses ether futures ETFs, spot ether ETFs, and crypto equity ETFs. VettaFi's Todd Rosenbluth highlights Vanguard's ETF success and covers a range of other topics including recent launches from Morgan Stanley and iShares.
Once you gain someone's trust, they will accept almost anything you recommend. But trust is tough to earn and rarely given quickly.
Following systems and processes make all the difference in end-of-life care for clients.
Tony Muhlenkamp shares his notes on charitable donations and income tax deductibility.
Wild swings in the “world’s safest asset” are once again acting as a driver for volatility across global markets.
As interest rates have risen dramatically over the past year, income-oriented funds have become more attractive. With the income finally back in fixed income, advisors are searching for new opportunities to generate yield while mitigating risk in their bond investments. That’s why Madison Investments, an independently owned investment firm managing $22.9 billion in assets, recently launched its first suite of four income-oriented ETFs. The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. It added ETFs to its offerings in August. Two of the funds in its suite – the Madison Aggregate Bond ETF (NYSE: MAGG) and the Madison Short Term Strategic Income ETF (NYSE: MSTI) – seek to capitalize on the growing demand for dynamic, risk-managed fixed income strategies. My guest today will discuss how advisors can use these actively managed ETFs to get the most value out of their fixed income allocation.
Corporate America’s spending on share buybacks, a driver of the US stock market rally for over a decade, is slowing in the face of higher-for-longer interest rates and an uncertain economic backdrop.
