“As the market evolves, we have to evolve with it”

by Marketing | Mar 7, 2025 | Market Notes, Media Notes

As the market evolves, we have to evolve with it, portfolio manager explains

ETFs as Hedge Funds 2.0: A Better Way to Capture Beta and Alpha?

by Brian Jacobs | Oct 22, 2024 | Blog, Investment Concepts

Hedge funds have long been a polarizing topic in investing. Though they date back to the mid-20th century, they’ve come to represent sophisticated strategies often associated with the ultra-wealthy. Critics argue they come with high fees, high tracking errors, and...

“This strategy offers protection on the downside while still giving exposure to market gains”

by Marketing | Oct 4, 2024 | Market Notes, Media Notes

Best ETFs To Protect You If Things Get Ugly — That Can Still Gain

Custom vs. Production

by JD Gardner | Aug 5, 2024 | Market Updates

Real-Time Update   I started this note with markets at all-time highs, or close to it. As I type, we are now in a ~8% pullback. VIX hit 65 this morning (August 5th). This type of market action makes July’s note even more relevant. Please hit us with any...

“The biggest problem is it takes some of the tax control out of shareholders or advisers’ control”

by Marketing | Dec 6, 2022 | Market Notes, Media Notes

Tax considerations drive investors to ETFs in the US     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...