Section
Strategy
2317 posts
Defense Takes the Field
by Adam Turnquist, CMT, Chief Technical Strategist, and Team, LPL Financial Increased volatility over the last several weeks…
Quality small caps can offer a smoother climb
by Steven Raineri, Lead Portfolio Manager, Franklin Mutual Series Small-cap stocks took a rollercoaster ride this summer, but…
When Smart Money is Wrong
by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…
Be prepared: Have your portfolio playbook ready
by Derek Benedet, Portfolio Manager, Purpose Investments, Richardson Wealth Summary: In this Ethos, we share a bit of…
Stacking in a Higher Interest Rate Environment
by Corey Hoffstein, Rodrigo Gordillo & Team, Return Stacked Portfolio Solutions This article explores the relevance of leverage…
Why Tobacco, Utilities, and Real Estate Are Surpassing Tech in 2024
An examination of market trends and dynamics across the global equity markets. by Ross Cartwright, Lead Strategist, Investment…
7 biggest mistakes investors are making now
by Team, Fidelity Viewpoints Don't fall for these money-losing traps. Key takeaways Investment decisions should be driven by…
Lowering the Impact of 2024 Capital Gains taxes
Upcoming CE Webinar - CE credits pending - Joseph Micallef of KPMG examines the use of Flow-Through investments to help investors offset 2024 capital gains.
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
Have Commodities Hit Peak Bearishness? What Happens Next?
by Christopher Gannatti, CFA Global Head of Research, & Mobeen Tahir, Associate Director, Research, WisdomTree Key Takeaways Investor…
The hidden costs of investing: The tax iceberg
by Derek Hart, Russell Investments Executive summary: Most investors are aware of certain taxes on their investments, such…
The Forgotten Style: What Ever Happened to Value?
by James MacGregor, Cem Inal, and Richard Brink, AllianceBernstein by James MacGregor, CFA, Chief Investment Officer—US Small and…
Why Global Financial Markets Are in Extreme Flux
by AGF Investments' Investment Management Team, AGF Investments Members of AGF Investments’ investment management team weigh in on…
Investment Strategies and Macroeconomic Insights with Unlimited's Bob Elliott
Listen on The Move Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the…
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
