Investment Strategy Insights

Target Date vs. Target Distribution Funds Face off

ETF and Mutual Fund Industry veteran Matt Patterson discusses the pros, cons, and differences of Target Date and Target Distribution Funds.

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

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.

Newsletter

Don't miss

The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

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?