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A Look at What’s Propelling Record ETF Industry Growth

Necessity has been called the mother of invention, and perhaps no financial institution in American history illustrated this point better than the American Stock Exchange (AMEX).

The Bifurcation of the ETF Industry

Why Paying Attention to Smaller ETF Players is Key to Staying on Cutting Edge of the Industry

Who will Benefit from Negative Rates in the U.S.?

Once upon a time, it was inconceivable to contemplate the notion of negative interest rates in the U.S. It was laughable even.

Time to Get Comfortable Being Uncomfortable

When it comes to investing, would you rather be comfortable, or successful?

Time to Get Comfortable Being Uncomfortable

When it comes to investing, would you rather be comfortable, or successful?

ETFs Defined: What has propelled this industry to nearly $4 Trillion AUM in under 30 years?

ETF and Mutual Fund Industry veteran Matt Patterson tackles some of the most common questions about ETFs and how advisors can quickly explain ETFs...

Striking the Right Balance: Modern Portfolio Theory and the Rise of Balanced Funds

As ETF sponsors place greater emphasis on developing diversified multi-asset solutions and more investors transition to ETFs from mutual funds, the market for balanced ETFs will grow rapidly both in absolute terms and relative to the broader ETF market.

Investment Wisdom Podcast – Day 12 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

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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

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.