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.

Newsletter

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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.