Investment Strategy Insights

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

We know the consumer drives 70% of U.S. economic output and drives 60% of world GDP or roughly a $44 trillion yearly addressable market...

What a Difference a Year Makes for Financial Markets!

What a difference a year makes! Despite the bear market forecast a year ago, 2019 turned out to be a stellar year for global equity markets paced by the S&P 500. The Dow Jones Industrial Average and NASDAQ Composite also posted record highs.

Looking Under the Hood of Structured Annuities Pricing and Construction

Structured annuities are a category within annuities that have gone from zero to $12 billion dollars in annual issuance over the last nine years. Structured annuities are also known as buffered annuities, indexed variable annuities, and index-linked variable annuities.

Looking Under the Hood of Structured Annuities Pricing and Construction

Structured annuities are a category within annuities that have gone from zero to $12 billion dollars in annual issuance over the last nine years. Structured annuities are also known as buffered annuities, indexed variable annuities, and index-linked variable annuities.

Newsletter

Don't miss

How Advisors Can Prepare for Turbulent Times by Learning About and Allocating to Liquid Alternatives

Explore Catalyst Funds | Explore Rational Funds How did your...

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.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

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.