As someone who’s been involved in capital markets his entire adult life, I can safely say that gold investors haven’t seen a period like this in decades. The third quarter of 2025 was nothing short of historic, and in many ways, I believe we’re witnessing the beginning of a new era for the yellow metal.
This year, Americans will give more than $500 billion to charity, according to the National Philanthropic Trust. While meeting philanthropic goals is important for donors, these gifts may also provide valuable tax benefits.
Investors are pouring money into active ETFs, but a closer look reveals a migration of assets into the wrapper instead of a resurgence in alpha-chasing bets.
In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.
On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed record ETF inflows with Chuck Jaffe of Money Life. The pair discussed why this might be happening, highlighted some standout funds, and more.
In anticipation, Nasdaq is looking to add not only in the exchange-traded product group in the coming weeks, but also in the legal and compliance side, according to Giang Bui, head of US equities and exchange-traded products. The exchange hired Kristian D’Agostino as senior director of ETFs last week.
As the Federal Reserve continues to cut rates, the yields on money market funds are on a decline. For investors who prioritize safety, liquidity, and enhanced income, low duration bond strategies present a compelling solution. These strategies offer a balanced approach to navigating the current financial landscape.
Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.
The all-ETF portfolio is becoming a reality, as product offerings have evolved into a comprehensive tool kit for total portfolio construction.
In their latest article, Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices, Chris Brightman, Campbell Harvey, Que Nguyen, and Omid Shakernia, argue that traditional style-box construction forces investors to hold stocks that are neither true “value” nor true “growth”—notably, expensive, slow-growing companies that have historically underperformed.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Capital Group Municipal Income ETF (CGMU) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.
October saw some strong data for bond ETFs, according to recent research, suggesting opportunities may abound in the category.
Markets move fast, and in the ETF corner of the world, sometimes it feels like it’s practically impossible to keep up. Product development and proliferation have been so intense in recent months. New tickers are coming at us faster than ever.
The future of wealth management — especially in the HNW segments — depends on advisors' ability to provide tailored, cross-disciplinary solutions. Case design is central to delivering that value.
As I detailed in August, our most reliable valuation measures – based on their relationship with actual subsequent S&P 500 total returns across a century of market history – suggest that the expectations of investors for long-term market returns are wildly misaligned with the returns implied by discounted cash flows.
Many people see the stock market as a casino, but according to Chuck Carnevale, co-founder of FAST Graphs and “Mr. Valuation,” the truth is far more rational. How does the stock market work? The market isn’t about luck — it’s a mechanism for allocating capital and rewarding disciplined investors who understand value.
A weakening greenback is being compounded by global de-dollarization and lower interest rates, creating an environment for emerging markets (EM) ETFs to prosper. In turn, more investors are flocking into EM equities, but for more targeted exposure, South Korea could present an intriguing alternative.
For half a century, Vanguard has been the high priest of passive investing. Its low-cost index funds have reshaped finance, humbled stockpickers, and made the Pennsylvania-based firm an $11.6 trillion behemoth.
Gold resembles stocks more than bonds in terms of risk, although stocks have been better performers. Since 1968, gold has been about 20% more volatile than the S&P 500 while trailing it by 2.3 percentage points a year.
Aggressive policy changes from Washington have introduced potential long-term economic risks, but markets continue to rally because the near-term conditions remain favorable.
Although specific themes come in and out of favor, thematic investing is here to stay, as investors seek diversified exposure to hot new trends and industry disruption.
On this episode of the “ETF of the Week” podcast, VettaFi’s head of research, Todd Rosenbluth, discussed the T. Rowe Price QM U.S. Bond ETF (TAGG) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.
I’m a big believer in simplicity for most things, and that includes investing. When constructing a portfolio, simplicity is what I aim for. In this piece, I offer a brief summary of how I analyze the holdings and make recommendations on what to keep and what to get out of when a client asks me to review and improve their investments.
In just two years, India has gone from being the best-loved emerging market to the most sold, and now investors are bracing themselves for yet another quarter of disappointing corporate earnings.
Every market jolt this year — from April’s tariff scare to September’s tech pullback — has met the same reflex on Wall Street: more ETF buying. That collective impulse has now pushed US exchange-traded fund inflows past $1 trillion, the fastest asset haul the industry has ever seen.
As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.
Separately managed accounts, paired with systematic tax management, had the power to capture losses in the third quarter—even when the market was up.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discusses the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) with Chuck Jaffe of Money Life. The pair discusses several topics related to the fund to give investors a deeper understanding of the ETF.
The stock market as we know it is on the brink of a transformation.
In this article, Russ Koesterich discusses how September, typically a month that exhibits seasonal market weakness, is showing surprising strength.
For more than two decades, US money managers have looked on enviously as Vanguard Group reaped the benefits of a unique structure that grafted the advantages of an ETF onto its biggest mutual funds.
Over 60% of small cap investors use passive funds, but we strongly believe this is a missed opportunity, as small caps have consistently been one of the most reliable sources of alpha available in the public markets.
JFLX charges a 45 basis point net fee for its investors. The strategy, per its prospectus, is empowered to invest across the debt spectrum. Its managers can shift its active strategy toward markets or sectors as market conditions change.
VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Business owners who sponsor 401(k) and other defined contribution plans will soon be faced with another decision: whether to offer alternative-investment options among a plan’s investment options.
Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management can help investors maximize their wealth.
Municipal bonds, commonly referred to as “munis,” are debt securities issued by states, cities, counties, and other state governmental entities to fund public projects.
Active ETFs are in growth mode, but they’re still way behind their passive brethren, and narrow-use vehicles flummox investors.
Division by zero is known as a “singularity.” It’s the point where equations break down, values become “indeterminate,” things stop working normally, and variables shoot toward infinity and suddenly collapse on the other side.
In this article, a behavioral approach is taken to determine if there is high confidence in a company’s cash flow estimates. Each of the behavioral indicators employs a “put your money where your mouth is” measure that provides a reward if correct and a penalty if wrong.
Growth and income funds have a dual mandate to target both capital appreciation and current income, typically generated through dividends or interest payments.
Target date funds represent the investment industry's best thinking about how people should invest for retirement.
For as long as I can remember, institutional investors have been hailed the “smart money” and retail investors derided as rubes.
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
Once again, the president is questioning what purpose is served by publicly traded companies issuing quarterly earnings reports. Not only did Donald Trump raise this issue back in 2018 — so did Barack Obama in 2015.
VettaFi’s Head of Research Todd Rosenbluth discussed the Thornburg Multi Sector Bond ETF (TMB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
WisdomTree Inc. launched its first tokenized fund that gives investors exposure to private credit, marking the latest attempt by Wall Street to connect fast-growing markets with blockchain technology.
Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth – including the Alger AI Enablers & Adopters ETF (ALAI).
