Featured

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.

Newsletter

Don't miss

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.