Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use donor-advised funds, staged sales and hedging before Dec. 31, plus a free planning prompt.
Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use donor-advised funds, staged sales and hedging before Dec. 31, plus a free planning prompt.
Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps advisors reposition clients in cash, bonds and fixed income.
Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps advisors reposition clients in cash, bonds and fixed income.
Five mutual funds became ETFs this week, Lazard launched its first bond ETFs, Global X’s Magnificent Six fund drew about $200M, and Canary listed a staked INJ ETF.
Five mutual funds became ETFs this week, Lazard launched its first bond ETFs, Global X’s Magnificent Six fund drew about $200M, and Canary listed a staked INJ ETF.
Meta description: The S&P 500 had its worst week since April 2025, but active bond ETFs gained across the board. See this week’s top active ETFs by category.
Meta description: The S&P 500 had its worst week since April 2025, but active bond ETFs gained across the board. See this week’s top active ETFs by category.
Markets rallied as Democrats won Congress, and here’s how the result may filter through bond, energy, health care, tech and muni funds into 2027.
Markets rallied as Democrats won Congress, and here’s how the result may filter through bond, energy, health care, tech and muni funds into 2027.
A tech selloff makes Roth conversions cheaper per share, but size them around IRMAA, Social Security taxes, and the senior deduction to avoid surprises.
A tech selloff makes Roth conversions cheaper per share, but size them around IRMAA, Social Security taxes, and the senior deduction to avoid surprises.
The Nasdaq’s 5% drop exposed tech concentration, not election risk. A ready-to-use prompt turns one sentence about a client into a one-page meeting brief.
The Nasdaq’s 5% drop exposed tech concentration, not election risk. A ready-to-use prompt turns one sentence about a client into a one-page meeting brief.
Hospital stocks led the post-midterm rally on hopes for ACA and Medicaid changes, but the impact on health care funds depends on what they hold.
Hospital stocks led the post-midterm rally on hopes for ACA and Medicaid changes, but the impact on health care funds depends on what they hold.
The 2027 COLA is 3.6%, but portfolio withdrawals get no raise. How advisors use TIPS, dividend growth and energy ETFs to close the inflation gap.
The 2027 COLA is 3.6%, but portfolio withdrawals get no raise. How advisors use TIPS, dividend growth and energy ETFs to close the inflation gap.
Dividend funds pull further ahead as AI stocks slide and the Nasdaq closes its worst month since March 2025. All five active bond categories improve, and Active Muni Bond turns positive.
Dividend funds pull further ahead as AI stocks slide and the Nasdaq closes its worst month since March 2025. All five active bond categories improve, and Active Muni Bond turns positive.
Franklin Templeton launched ETFs that turn stock dividends into bitcoin, and VanEck put a small bitcoin slice in an all-in-one fund. Eventide and YieldMax also launched.
Franklin Templeton launched ETFs that turn stock dividends into bitcoin, and VanEck put a small bitcoin slice in an all-in-one fund. Eventide and YieldMax also launched.
Your client’s RMD is due Dec 31, but they don’t need the cash. You can move shares instead of selling. Here’s how, and what to check first.
Your client’s RMD is due Dec 31, but they don’t need the cash. You can move shares instead of selling. Here’s how, and what to check first.
Earned $150K or more last year? Your catch-up contributions now have to go into a Roth. Here’s whether it’s still worth it.
Earned $150K or more last year? Your catch-up contributions now have to go into a Roth. Here’s whether it’s still worth it.
Primecap, BlackRock, and Defiance launched new ETFs this week, while Allspring and GMO added ETF share classes to existing mutual funds.
Primecap, BlackRock, and Defiance launched new ETFs this week, while Allspring and GMO added ETF share classes to existing mutual funds.
Active dividend funds took first place as AI spending fears hit tech and emerging markets stocks. Oil-linked alts and most bond categories gained.
Active dividend funds took first place as AI spending fears hit tech and emerging markets stocks. Oil-linked alts and most bond categories gained.
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Jason Kirsch
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Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use...
Aaron Levitt
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With bond yields near multi-decade highs, active fixed-income ETFs could offer investors an...
News
Jason Kirsch
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Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
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