Investment Strategy Insights

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.

A Podcast on stock screening techniques and recent consumer trends

Brand guru Eric Clark did a recent podcast on Investing City where he talks about identifying great stocks as well as recent consumer trends.

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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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.

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.