Videos & Podcasts

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.

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...

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.

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.

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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.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.