Videos & Podcasts

The Rise of the Social Media Advisor: How to Build a Wealth Business by Being Your Genuine Self

Although technology has revolutionized many aspects of our lives, there are still some industries that resist change and professionals who are certain that the old way is the right way. Some believe this applies to investment advisors.

ReSolve Riffs: Money Supply, Inflation and Asset Prices with WidsomTree’s Jeff Weniger

For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments have been forced to step up and unleash a fiscal tsunami to help ailing economies during the deepest recession in living memory.

ReSolve Riffs: Money Supply, Inflation and Asset Prices with WidsomTree’s Jeff Weniger

For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments have been forced to step up and unleash a fiscal tsunami to help ailing economies during the deepest recession in living memory.

ReSolve and Dan Egan Opine: What do Investors Really Want?

Dan Egan is the Director of Behavior Science and Investing at the online advisor, Betterment. In launching this rather unique career, Dan levered a...

ReSolve and Dan Egan Opine: What do Investors Really Want?

Dan Egan is the Director of Behavior Science and Investing at the online advisor, Betterment. In launching this rather unique career, Dan levered a...

ReSolve’s Riffs on Value Investing

We were joined this week by our friends Wes Gray (Alpha Architect) and Tobias Carlisle (Acquirers Funds) to discuss value investing, its prolonged winter and how it has fared in the current environment.

ReSolve’s Riffs on Cryptocurrencies – Digital Gold or Millennial Bubble

Among hot and contentious topics in investing, cryptocurrencies certainly rank top of the list – including their designation as a form of currency. From a techno-libertarian experiment, Bitcoin, its peers and particularly the blockchain technology that underpins them, have morphed into a global phenomenon that promises to revolutionize finance itself.

ReSolve’s Riffs on Cryptocurrencies – Digital Gold or Millennial Bubble

Among hot and contentious topics in investing, cryptocurrencies certainly rank top of the list – including their designation as a form of currency. From a techno-libertarian experiment, Bitcoin, its peers and particularly the blockchain technology that underpins them, have morphed into a global phenomenon that promises to revolutionize finance itself.

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Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

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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.