Chart of the Week

Chart of the Week: Fixed Income Annualized Returns Over the Past 18 Years

Fixed Income Annualized Returns Over the Past 18 Years

Chart of the Week: Fixed Income Annualized Returns Over the Past 18 Years

Fixed Income Annualized Returns Over the Past 18 Years

Chart of the Week: Short-Term Bonds Tend to Perform Well During Inflationary Increases

Short-Term Bonds Tend to Perform Well During Inflationary Increases

Chart of the Week: Short-Term Bonds Tend to Perform Well During Inflationary Increases

Short-Term Bonds Tend to Perform Well During Inflationary Increases

Chart of the Week: The Number of Stocks That Make a Portfolio Diversified

The Number of Stocks That Make a Portfolio Diversified

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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.