Understanding your clients isn't just about knowing who they are – it's about seeing how they fit into your business. By writing, visualizing, and analyzing, you can uncover the hidden patterns that are holding you back.
Modern direct indexing tools, using sophisticated technology, can identify tax loss opportunities on a daily or even minute-by-minute basis. As time progresses, I believe more advisors will see the potential of direct indexing.
Costco's earnings may have disappointed in the near-term, but the company may be in a prime position to perform during a tariff showdown.
Stock/bond divergence allows investors to reap the benefits of portfolio diversification, giving bond exchange-traded funds credence.
Blackstone Inc. has won approval from the US Securities and Exchange Commission to launch its newest private credit fund, one of the latest efforts to give individuals access to assets that are mostly backed by institutions.
US Treasuries surged and investors boosted their bets on Federal Reserve interest-rate cuts Monday as fear of a economic slowdown took hold across US markets.
Apple Inc. is preparing one of the most dramatic software overhauls in the company’s history, aiming to transform the interface of the iPhone, iPad and Mac for a new generation of users.
At the start of the year, our Investment Strategy Committee outlook was positive for both the economy and the equity market, supported by strong consumer, labor market, and corporate fundamentals.
It is true that tariffs are a tax. It is also true that tariff policies have been volatile…on and off again…different carve outs…different countries…phone calls that change things. All of this clearly has an impact on the market. So, we are not surprised to see stock market volatility.
Investor’s bearish sentiment has surged to levels that generally align with previous market corrections and crashes.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth talks about the KraneShares CSI China Internet ETF (KWEB) with Money Life host Chuck Jaffe. The pair covered a range of topics related to the fund, providing investors with a deeper understanding of the ETF.
Join Meb Faber and the other experts at Cambria Investment Management for a free educational webcast exploring an endowment style strategy.
WEIRDness provides rewards – wealth, the pursuit of happiness, political freedom – that should cause it to succeed, over the long run, in the Darwinian competition between social systems that we call “history.” I hope it wins. WEIRD is good.
On February 19, 2025, the Fed made a confounding statement about QT, aka balance sheet reduction. Per its latest FOMC minutes: “several participants suggest halting or slowing balance sheet reduction pending debt ceiling resolution.” Might the Fed be offering investors a liquidity warning cloaked as a reaction to a fiscal crisis?
One of the bond market’s favorite trades is getting fresh momentum in Europe, as the worst rout in German bonds in more than two decades propels selling of long-term debt.
A chorus of Wall Street strategists is warning about rising volatility in the stock market, with Morgan Stanley’s Michael Wilson the latest to sound the alarm on slumping economic growth amid President Donald Trump’s trade wars.
The Federal Reserve is widely expected to keep interest rates unchanged at its policy meeting next week, shifting the market’s focus to signals about what comes next.
Last week's economic reports presented a narrative similar to what we’ve seen over the past few months: growth coupled with concerns.
I will again join forces with Ed Easterling of Crestmont Research to explore this data more deeply. Currently we have several powerful trends that have combined to create a nirvana-like market.
The U.S. has poured more than $120 billion into Ukraine since its war with Russia began three years ago, but with a new administration in Washington, that support is grinding to a halt.
The euro is set for its best weekly performance in 16 years after Germany’s historic pledge to ramp up spending for defense and infrastructure.
On the latest Road to Exchange, VettaFi Head of Research Todd Rosenbluth interviewed Michael Durso, CEO of ShoreHaven Wealth Partners.
Will artificial intelligence take my job? This question is really starting to preoccupy me and millions of other white-collar workers. There’s even a word for it — FOBO, or fear of becoming obsolete — and, regrettably, our apprehension isn’t entirely unfounded.
The Nasdaq 100 Index sank into a correction on Friday, as investors continue to sour on the megacap technology stocks that led the stock market rally over the past two years.
Broadcom Inc. shares jumped after the chip supplier for Apple Inc. and other big tech companies gave an upbeat forecast, reassuring investors that spending on artificial intelligence computing remains healthy.
Cambria Investments CIO and founder Meb Faber explores David Swensen’s legendary investment strategy at Yale’s endowment, comparing its long-term performance to traditional portfolios and examining whether individual investors can replicate its success.
One month into President Donald Trump’s new term, financial markets are adjusting to a rapidly shifting economic and policy environment. Investors are watching closely as tariffs, interest rate expectations and regulatory changes take center stage.
Volatility is back in town. Tariff jitters and concerns about growth and inflation have resulted in an S&P 500® dip and the Cboe Volatility Index (VIX) jumping above 20. Investors grapple with a very sanguine backdrop painted by the fourth-quarter earnings season and policy uncertainty.
In his testimony before the House Financial Services Committee February 12, Federal Reserve Chair Powell was questioned about why mortgage rates had not declined.
The "2025+ Outlook Report" offers an analysis of how robotics, AI, and healthcare technology are converging to reshape industries globally.
U.S. fixed income ETFs garnered strong flows in February, uncovering insights into investor behavior and risk appetite in 2025.
Bridgewater Associates founder Ray Dalio’s famous “All Weather” strategy has arrived in the exchange-traded fund market, just as the kind of macro-driven turmoil it seeks to guard against sweeps global assets.
Developing-nation assets jumped on bets higher tariffs will slow the US economy and divert investment flows into other markets.
China has taken an important symbolic step toward addressing a persistent drag on its economy.
Applications for US unemployment benefits fell last week and returned to muted levels seen at the start of the year, offering some relief after other reports pointed to worsening labor-market conditions.
Opportunities have increased significantly in frontier markets debt as more countries have made a conscious effort to open their capital markets to international investors and currencies have become more fairly valued.
One of the most referenced valuation measures is Dr. Robert Shiller’s Cyclically Adjusted Price-Earnings Ratio, known as CAPE.
Many ASEAN members punch above their economic weight in international trade. But their power may also make them targets in the mounting global trade battle.
As daily headlines drive volatility, the market has avoided overreacting thus far.
High fiscal deficits from tax cuts and tariffs raised concerns about inflation. However, markets have since shifted their focus.
We view quarterly earnings season as a critical checkup on how markets are handling current challenges.
Join the experts at Ultimus Fund Solutions and ETC for a free educational webcast to learn more.
Builder confidence fell sharply in February due to concerns on tariffs, elevated mortgage rates, and high housing costs. The National Association of Home Builders (NAHB) Housing Market Index (HMI) dropped to 42 this month, down five points from January. The latest reading was below the 46 forecast.
We manage risk tactically over the short-term by investing across a broad array of themes and asset classes including cash.
US stocks have been on a wild ride this week, and options traders expect more of that to come as traders assess the latest tariff developments and brace for Friday’s monthly jobs report.
Germany’s extraordinary spending plans are shaking up the region’s markets, powering European equities past US peers this year and reviving the euro from the brink of parity with the dollar.
Unlike most of the rest of the world, I will attempt to minimize all there is to say about the beginning of the next 4 years, as the persistent yack and what to make of it reverberates in all corners of the financial globe.
According to Research Affiliates’ Asset Allocation Interactive (AAI) online capital market expectations tool, U.S. large-cap equities are expected to yield 3.4% annually over the next 10 years compared to 9.1% for EM equities and 7% for REITs. This left many webinar participants wondering, How does this extra return square with these assets having similar betas?
In this primer we define small cap growth funds, provide practical suggestions on how to invest in them, and explain why we believe they are a strategically important asset class.
