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Investment Wisdom Podcast – Day 3 of 12

By understanding how each asset-class behaves throughout the four economic regimes, investors will not need to rely on predictions to thrive in most market environment. Welcome to Day 3.

Investment Wisdom Podcast – Day 2 of 12

In episode one we described an investment arena that is likely to provide the best long-term opportunities.

Mid-Stream Energy Infrastructure Outlook Looks Bright

Learn why improving sector fundamentals, including rising free cash flow and declining volatility should draw buyers over the next few years.

Mid-Stream Energy Infrastructure Outlook Looks Bright

Learn why improving sector fundamentals, including rising free cash flow and declining volatility should draw buyers over the next few years.

Investment Wisdom Podcast: Day 1

On the first day of this series, we answer a pivotal question that every investor should ask themselves before embarking on their investment journey:...

How Return of Capital Can Enhance After-Tax ETF Distributions

Returns of capital are considered an inferior way to pay out corporate dividends because they do not come out of company profits and instead represent the return of an investor's original investment capital back to the investor.

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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.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...

Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.