There is nothing wrong with capturing yield, just don't rely on it as a bullet proof income strategy. Yield investing has an emotional...

I see this question all the time (from clients, prospects, and across financial forums): “How do I unwind concentrated positions in my...

Congress just passed major tax legislation on July 4th, and it will affect nearly every taxpayer starting in 2025. Here’s a...

Buffered ETFs promise to solve investing’s oldest problem: how to participate in market gains while avoiding market pain. The pitch is...

A look at Small Cap Value vs. Gold in bear markets When small cap value stocks fall 20% or more, it’s usually not the bottom. It’s...

Scientists have spent centuries unraveling the fundamental rules of the universe, and after all that work, they basically handed us three...

While there is nothing inherently wrong with traditional mutual funds or ETFs, they are pooled investment vehicles ...

Say it with me, “GDP does not equal the stock market.” Many investors look to GDP growth or contraction to see ...

Financial innovation provides investors with a seemingly endless supply of new investment options. But the process of evaluating the ...

He goes on to point out that in 2015 most assets were concentrated in a handful of managers, presumably the best performing...

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantia