Oil Ticks Higher on Middle East Conflict as U.S. Housing Shows Weakness
Oil continued to move up, while U.S home building and construction strategies turned red for the rolling month.
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Oil Ticks Higher on Middle East Conflict as U.S. Housing Shows Weakness
Oil continued to move up, while U.S home building and construction strategies turned red for the rolling month.
Active vs. Passive AI Funds: A Financial Advisor's Guide to Picking the Right Vehicle
A straightforward framework for advisors: use a broad passive fund like AIQ or an active vehicle like BAI as the core AI position, then layer in a more targeted satellite — CHAT for generative AI conviction.
Active vs. Passive AI Funds: A Financial Advisor's Guide to Picking the Right Vehicle
A straightforward framework for advisors: use a broad passive fund like AIQ or an active vehicle like BAI as the core AI position, then layer in a more targeted satellite — CHAT for generative AI conviction.
Gold or Oil? Advisors Weigh the Most Relevant Commodity Exposure
Commodity markets rarely move in isolation. When both safe-haven metals and energy prices rise in tandem, the signal tends to attract the attention of portfolio managers and macro investors alike
Gold or Oil? Advisors Weigh the Most Relevant Commodity Exposure
Commodity markets rarely move in isolation. When both safe-haven metals and energy prices rise in tandem, the signal tends to attract the attention of portfolio managers and macro investors alike
Oil Extends Rally as Iran Tensions Escalate
Oil continued to climb up, while the financial sector and dividend strategies struggled for the rolling month.
Oil Extends Rally as Iran Tensions Escalate
Oil continued to climb up, while the financial sector and dividend strategies struggled for the rolling month.
The OBBBA's Impact on Dividend Investors: What Changed and What to Watch
The OBBBA didn't transform dividend investing — it stabilized it. The preferential treatment that income investors have relied on is now permanent rather than perpetually up for renewal.
The OBBBA's Impact on Dividend Investors: What Changed and What to Watch
The OBBBA didn't transform dividend investing — it stabilized it. The preferential treatment that income investors have relied on is now permanent rather than perpetually up for renewal.
Oil's $120 Spike and Reversal: How Are Advisors Responding?
The Strait of Hormuz handles roughly 20% of the world's oil supply. When that chokepoint comes into question, energy markets don't wait for certainty — they reprice immediately.
Oil's $120 Spike and Reversal: How Are Advisors Responding?
The Strait of Hormuz handles roughly 20% of the world's oil supply. When that chokepoint comes into question, energy markets don't wait for certainty — they reprice immediately.
Oil Moves Higher as Iran Conflict Drives Supply Fears
Oil strategies remained in the positive territory, while Chinese equity struggled for the rolling month.
Oil Moves Higher as Iran Conflict Drives Supply Fears
Oil strategies remained in the positive territory, while Chinese equity struggled for the rolling month.
Home Sales Are Up, But Can Real Estate Stocks Break Out?
The December home sales surge provides real estate stocks with their strongest fundamental datapoint in years, yet the sector's 2026 prospects remain clouded by rate uncertainty and structural challenges.
Home Sales Are Up, But Can Real Estate Stocks Break Out?
The December home sales surge provides real estate stocks with their strongest fundamental datapoint in years, yet the sector's 2026 prospects remain clouded by rate uncertainty and structural challenges.
The War In Iran: Are Advisors Repositioning Around Geopolitical Risk?
The Middle East escalation brought headlines that historically rattle investor sentiment — yet equity markets responded with a composure that caught many by surprise.
The War In Iran: Are Advisors Repositioning Around Geopolitical Risk?
The Middle East escalation brought headlines that historically rattle investor sentiment — yet equity markets responded with a composure that caught many by surprise.
South Korean Equity & Energy Continue to Hold Ground as Silver Softens
South Korean equity and energy strategies remained in the positive territory, while silver struggled for the rolling month.
South Korean Equity & Energy Continue to Hold Ground as Silver Softens
South Korean equity and energy strategies remained in the positive territory, while silver struggled for the rolling month.
Are Advisors Reassessing Software Exposure in the Age of AI?
The market may be pricing near-term disruption risk more aggressively than long-term AI-driven abundance
Are Advisors Reassessing Software Exposure in the Age of AI?
The market may be pricing near-term disruption risk more aggressively than long-term AI-driven abundance
Bitcoin Vs. Gold Vs. Silver - What Are The Markets Saying?
Over the past six months, the relationship between Bitcoin, gold, and silver has shifted in ways that are forcing advisors to rethink how “stores of value” actually behave in real time.
Bitcoin Vs. Gold Vs. Silver - What Are The Markets Saying?
Over the past six months, the relationship between Bitcoin, gold, and silver has shifted in ways that are forcing advisors to rethink how “stores of value” actually behave in real time.
Energy Builds on Gains as Tech Strategies Face Pressure
Energy and emerging market strategies remained in the positive territory, while several tech strategies continued to struggle for the rolling month.
Energy Builds on Gains as Tech Strategies Face Pressure
Energy and emerging market strategies remained in the positive territory, while several tech strategies continued to struggle for the rolling month.
How Are Advisors Positioning for S&P 500 Downside Risk?
We went straight to the advisor community to find out whether they believe the S&P 500 will be lower by June 2026 — and whether they're making allocation changes now to get ahead of potential downside pressure.
How Are Advisors Positioning for S&P 500 Downside Risk?
We went straight to the advisor community to find out whether they believe the S&P 500 will be lower by June 2026 — and whether they're making allocation changes now to get ahead of potential downside pressure.
The Stock Market That Never Sleeps: NYSE's 24/7 Trading Future
Some places never close — casinos, convenience stores, Waffle Houses — and soon, the New York Stock Exchange might join them
The Stock Market That Never Sleeps: NYSE's 24/7 Trading Future
Some places never close — casinos, convenience stores, Waffle Houses — and soon, the New York Stock Exchange might join them
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