We’re excited to introduce the Tactical Advantage ETF (FDAT) listed on the NYSE – a groundbreaking investment solution designed to shake up traditional expectations of low-volatility investments. FDAT challenges the old-school notion that a smoother investment journey necessitates modest gains.FDAT is an active player in the market, geared to strategically maneuver through various market conditions to optimize your portfolio’s balance …
The sun is shining, birds are chirping, and Spring is in full swing. It’s a season of new beginnings and blooming possibilities. Some members of our team are gardening enthusiasts. As we’re in the investment world, we couldn’t help but notice an uncanny resemblance between these two crafts. Yes, you heard that right.Flora and Finances. Somehow it just makes sense! …
Understanding investment strategies is akin to mastering a variety of dances. Each has its rhythm, charm, and intricacies. Today, we’ll glide into the world of Low Standard Deviation investments, which is a dance characterized by its steady, measured pace.What is Low Standard Deviation?Standard deviation, a term coined by statistician Karl Pearson, is a measure of how spread out numbers are …
The human mind is a complex machine, capable of brilliance but often clouded by emotions and biases. In the world of investing, these mental hurdles can be costly. Enter behavioral finance – a powerful tool to help investors navigate the choppy waters of the financial markets. This discipline uncovers the psychological factors that influence your decision-making process, allowing you to …
An independent advisor is not tied to any specific family of funds or investment products. Many independent financial advisory firms are owned by the people who sit at the desks inside.What’s DiscussedWhat makes a financial advisor “independent?”How are independent financial advisors different?Are independent financial advisors unbiased?Does it matter if your advisor is independent?What are the benefits to working with an …
A quote by the celebrated fund manager Sir John Templeton states, “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Investors are anxious right now, and it’s understandable.2022 – An Uncommon YearNow, rattled by Russia and China, battling rising costs and a potential recession, one must ask: When will the bear market end? While there …
One hundred years ago women couldn’t open a bank account, apply for a loan or become an accountant or lawyer. What a difference a century has made! Women now occupy more senior roles in U.S. companies than ever before and have helped some of the nation’s biggest, most important companies navigate the Covid pandemic and the challenges that have arisen …
Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they could be financial assets like private equity or hedge funds. Alternatives tend to be riskier than traditional assets, which means investors usually have to meet certain criteria to access them. Here’s a closer look at …
Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use a set of criteria known …
Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the …