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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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.