Featured

Why the 60/40 Investment Portfolio May Not Survive the 2020s

It’s no secret that the S&P 500 index has been on a bull market run since the global financial crisis. In fact, the index is currently having its best streak in six years. Against the backdrop of geopolitical concerns, trade wars between China and the U.S., and recession worries, however, investors have pulled a record $135.5 billion from U.S. stock-focused mutual funds and exchange traded funds so far in 2019, according to the Wall Street Journal.

Financial Advisor Roundtable: Addressing Key Issues and Challenges Facing FAs and their Clients Heading into 2020

In this first installment of the quarterly Catalyst Insights Financial Advisor roundtable, Michael Schoonover, Chief Operating Officer of Catalyst Capital Advisors LLC and Rational...

Financial Advisor Roundtable: Addressing Key Issues and Challenges Facing FAs and their Clients Heading into 2020

In this first installment of the quarterly Catalyst Insights Financial Advisor roundtable, Michael Schoonover, Chief Operating Officer of Catalyst Capital Advisors LLC and Rational...

Animal Spirits, Talk Your Book: The Case for Tactical Equity

Today’s Animal Spirits Talk Your Book is presented by Newfound Research. You can find Corey’s blog here and his excellent podcast here

Agency RMBS Income Strategist Comments on Whether the Fed is Done for Now with Interest Rates

The Federal Reserve Open Market Committee (FOMC) recently held its last meeting of 2019, and the first meeting since June where it did not...

Agency RMBS Income Strategist Comments on Whether the Fed is Done for Now with Interest Rates

The Federal Reserve Open Market Committee (FOMC) recently held its last meeting of 2019, and the first meeting since June where it did not...

Brand Expert Discusses Demographics and Holiday Spending

Amid the holiday shopping season, we can’t talk about consumer spending without talking about demographics. At each part of our lives we spend differently,...

Brand Expert Discusses Demographics and Holiday Spending

Amid the holiday shopping season, we can’t talk about consumer spending without talking about demographics. At each part of our lives we spend differently,...

Newsletter

Don't miss

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend