Why 50/30/20 Makes More Sense Than 60/40 For This Market Environment

Many Investors Are Ditching 60/40 and Integrating Funds Like MBXIX That Thrived as Markets Tanked

In an environment set up to be a lost decade for many traditional asset classes, a potentially compelling option is moving from a 60/40 to a 50/30/20 portfolio allocation model to integrate alternative funds that have generated positive returns in both bull and bear markets.

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Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for...

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

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Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for...

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Monetary Policy Is Increasing The Deficit

Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.
Michael Schoonover, COO & Portfolio Manager
Michael Schoonover, COO & Portfolio Manager
Michael Schoonover is Chief Operating Officer of Catalyst Capital Advisors LLC, Catalyst International Advisors LLC and Rational Advisors, Inc. He is an experienced financial professional having worked in various portfolio management, operations management, and trust officer roles. He serves in various executive roles for U.S. registered investment advisers and marketing and consulting companies in the investment management industry. He is President of Mutual Fund Series Trust, President of Mutual Fund & Variable Insurance Trust, and President of Strategy Shares. Mr. Schoonover has a Bachelor of Science degree in biochemistry from the University of Michigan and a Master of Business Administration degree with high distinction from the University of Michigan.

Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The posted number showed strong retail sales for the month of June (ex-autos) with the control...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for major income-oriented asset categories for the month of June 2024 and YTD 2024. Returns for...