Featured
Jason Kirsch |
Mutual fund capital gains distributions can mean a surprise tax bill. Learn how to check estimates, avoid buying the distribution, and plan ahead.
Jason Kirsch |
Direct indexing used to require an eight-figure account, but falling costs and better tech have pushed the minimum down, and it's now a real conversation for taxable accounts with concentrated gains.
Jason Kirsch |
Calendar rebalancing checks your portfolio on a fixed schedule. Threshold rebalancing waits for a trigger. Here's why the second one wins on cost and crash protection.
Jason Kirsch |
The 60/40 portfolio was declared dead in 2022 — higher yields just brought it back.
Jason Kirsch |
Most investors holding standard S&P 500 index funds are unknowingly running a concentrated bet on seven mega-cap stocks, and mid-2026 is a practical moment to audit that exposure and rebalance.
Jason Kirsch |
Despite record index highs, the majority of individual stocks are actually declining on many of those same days — a dangerous sign of extreme market concentration where just five companies are driving most gains.
Jason Kirsch |
Markets have been flat over the past week despite being up ~16% over the past year, and that kind of uncertainty is exactly when most investors start second-guessing themselves. It's also historically where dividend growth stocks quietly earn their keep.
Jason Kirsch |
In early 2026, the most significant shift in portfolio management thinking in years is underway, and it's forcing investors to reconsider assumptions that had seemed unassailable just months ago.
Jason Kirsch |
Most investors understand gold's reputation as a safe haven. Far fewer have examined whether that reputation holds up when it actually matters
Jason Kirsch |
With gold trading near $2,750 per ounce and silver around $31 per ounce as of January 2025, the market is sending a clear signal: investors worldwide are hedging against currency debasement and systemic financial risks.
Jason Kirsch |
As 2026 beckons, portfolio management demands boldness: Embrace AI themes, international pivots, and resilient fixed income to forge paths beyond benchmarks
Jason Kirsch |
The Trump tariff dividend proposal represents an unprecedented experiment in using trade policy to fund domestic wealth transfers.
Jason Kirsch |
December brings more than holiday shopping and family gatherings—it's also the perfect time to examine your investment portfolio with a tax-saving lens
Jason Kirsch |
As September approaches, the investment landscape often brings the historical 'September Effect' – a period of perceived market weakness that has plagued investors for decades.
Jason Kirsch |
Warren Buffett's Berkshire Hathaway has accumulated a staggering cash position exceeding $150 billion—an all-time high that has captured the attention of investors worldwide.
Aaron Levitt |
Despite rising correlations across traditional asset classes, gold remains one of the few assets that continues to deliver true diversification and downside protection
Justin Kuepper |
Gold prices have reached new highs in recent weeks, but choosing the right gold ETF can be a challenge. Discover the key differences and how you can choose.
Aaron Levitt |
Incorporating sector rotation into model portfolios using ETFs allows investors to enhance returns, reduce single-stock risk, and stay aligned with the business cycle — all without sacrificing the structure and simplicity of traditional models.
Justin Kuepper |
Discover actionable ETFs and strategies to protect your portfolio from the impact of tariffs.
Aaron Levitt |
Natural capital investments—such as timberland, farmland, and ecosystem assets—are emerging as lucrative alternative investments, offering strong, inflation-resistant returns, portfolio diversification, and environmental benefits.
Aaron Levitt |
Thematic investing, enabled by the rise of ETFs, allows investors to capitalize on long-term trends by diversifying across industries while enhancing portfolio returns with strategic allocations.
Aaron Levitt |
Integrating digital assets like bitcoin into model portfolios offers significant diversification and return potential, but optimizing allocation to 5–6% is key to balancing benefits with volatility.
Aaron Levitt |
Investors often overlook international equities, but adding them through model portfolios can provide essential diversification, reduce volatility, and enhance long-term returns.
Aaron Levitt |
High-yield bonds, with their equity-like returns and lower volatility, offer a strategic advantage in model portfolios by enhancing diversification, smoothing returns, and reducing risk.
Aaron Levitt |
Model portfolios and ETFs have formed a powerful synergy, simplifying asset allocation, reducing costs, and driving significant growth in both strategies for investors and advisors alike.
Justin Kuepper |
Explore the growing accessibility of alternative investments, their benefits and risks, and specific options worth considering in current market conditions.
Justin Kuepper |
Learn how expense ratios work and how to determine exactly how much your portfolio is costing you every year.
Aaron Levitt |
Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term returns, especially when combined with the flexibility of ETFs to maintain strategic allocations.
Aaron Levitt |
The rise of ETFs has made building diversified model portfolios easier, but advisors and investors now face a key decision: whether to stick with static allocations or adopt a dynamic, customizable approach to respond to changing market conditions
Aaron Levitt |
Dividend stocks offer a powerful combination of income, lower volatility, and diversification, making them an essential component for enhancing the stability and returns of model portfolios.
Aaron Levitt |
Explore how integrating real estate into model portfolios can enhance diversification, provide steady income, and offer inflation protection through various investment vehicles like REITs and ETFs
Aaron Levitt |
Incorporating options overlay strategies into model portfolios can provide enhanced diversification, reduce volatility, and generate non-correlated returns, offering a valuable tool for long-term investment success.
Aaron Levitt |
Currency fluctuations play a crucial role in model portfolios, and investors can either hedge against these risks or capitalize on them for potential gains, making currency management essential for international diversification and long-term success.
Aaron Levitt |
ETFs offer dual layers of liquidity through primary and secondary markets, making them essential for building cost-effective model portfolios, but understanding and managing liquidity is key to optimizing returns.
Aaron Levitt |
Inflation is making a strong comeback after a decade of low rates, prompting investors to adjust their portfolios by incorporating inflation-protected assets into their asset allocation strategies.
Aaron Levitt |
Despite the allure of mega-caps, small-caps offer significant long-term growth, diversification and income potential, making them a valuable component of a well-rounded investment portfolio.
Aaron Levitt |
Four simple rules—focusing on core assets, thinking broadly, customizing for risk tolerance, and minimizing costs—can help advisors and investors build successful model portfolios
Aaron Levitt |
Managed futures offer investors a powerful tool for achieving steady returns and true diversification by leveraging derivatives and providing low correlation to traditional asset classes.
Aaron Levitt |
Dividend stocks have been a hard sell for many investors. But the dividends themselves have been steady as she goes. Dividend futures could be used to tap into these payouts.
Aaron Levitt |
Asset allocation is one of the most important decisions in investing and building a portfolio. Keeping that asset allocation steady can be equally if not more important.
Aaron Levitt |
Thanks to high interest rates, cash has become an asset class contender once again. Using cash as a portfolio tool takes a keen understanding of how you plan to use that cash and when.
Aaron Levitt |
Infrastructure investing offers plenty of benefits to a portfolio- from lowering volatility and inflation fighting to strong cash-based returns.
Aaron Levitt |
Inflation has been riding high and steady for many quarters now. To fight that inflation, investors should get ‘real.’ Real assets offer a host of benefits to fight inflation and have proven themselves over the long haul.
Justin Kuepper |
Inflation is stubbornly high, Treasury yields are on the rise, equity valuations remain high, and GDP growth fell in Q1 2024 — where should you invest?
Aaron Levitt |
ETFs and mutual funds are typically how investors construct their portfolios, but they are not the only games in town. SMAs, CEFs, interval funds and UITs all offer different ways and benefits to build a portfolio.
Aaron Levitt |
Digital assets and other hedge fund strategies have quickly become the top draw for investors looking to diversify their portfolios. However, they shouldn’t be so quick to count out gold.
Todd Rosenbluth |
From February 11-14, I expect close to 2,000 people will be part of Exchange. This advisor-focused event will cover much more than ETFs
Aaron Levitt |
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
This 10-step guide is designed to help investors develop an effective investment strategy and find the best investment funds.
Aaron Levitt |
After two years of poor returns, REITs could be ready to win. And that makes REIT ETFs a top portfolio play
For financial advisors who are interested in hearing the latest and greatest thinking from top market strategists and investment experts, Exchange is the place to be.
Aaron Levitt |
Spot bitcoin ETFs remain in limbo. However, they may just be moving forward. Thanks to new moves by J.P. Morgan and Goldman Sachs to become authorized participants.
Every advisor hits roadblocks as they grow their practice. It can be tempting to try and grind through these roadblocks, but conferences offer unique opportunities to get around them.
Aaron Levitt |
Many Americans are facing a retirement crisis. But hope could be on the way. New proposals from two hedge fund greats use the magic of compounding to turn small sums into large balances by retirement age.
Aaron Levitt |
Jeffery Gundlach has quickly cemented himself as a top guru in the fixed income world. That’s why his latest five predictions are worth following.
Aaron Levitt |
Spot bitcoin ETFs have remained in limbo for the better part of a year. But BlackRock’s filing.
Aaron Levitt |
Inflation has returned to a more normalized path. Luckily, natural resource equities have the muscle to protect purchasing power and grow a portfolio over the long haul.
Aaron Levitt |
Financial advisors may not need to fear A.I. and ChatGPT just yet. In fact, they may want to embrace it
Aaron Levitt |
Investors facing market volatility and risks like recession and inflation can benefit from incorporating low-beta stocks into their portfolios, reducing drawdowns and improving long-term returns.
Sam Bourgi |
The classic 60/40 investment portfolio that guided asset managers for decades broke down in 2022 as stocks and bonds declined in unison.
Aaron Levitt |
Revisiting and strengthening core investment portfolios is a paramount issue, with a variety of investors needing to get back to basics.
Aaron Levitt |
According to Goldman Sachs, this year could be the year of dividend growth.
The expiration of Vanguard's patent heralds a new era for the asset management industry, with significant implications for both US and European markets
Aaron Levitt |
Bank-preferred stocks now offer tantalizing yields, higher placement in the capital stack and overall less risk than equity.
Sam Bourgi |
Here we list five portfolio management ideas that can help investors cushion volatility
Aaron Levitt |
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Sam Bourgi |
Although social media investment opportunities have been hit-and-miss over the years, the technology continues to be a central part of people’s daily lives.
Todd Rosenbluth |
Exchange is only about a month away! With the financial community gearing up to descend in Miami, Florida, February 5-8 for the largest advisor-centric event in the country, advisors have a rare opportunity.
Sam Bourgi |
After the Fed’s catastrophic misread on inflation in 2021 and 2022, its legitimacy is at stake heading into the new year. The central bank’s ability to engineer a soft landing won’t be easy and conventional policy tools might not be sufficient
Todd Rosenbluth |
The VettaFi Voices gather around the proverbial water cooler to talk ETFs every week. Catch their insights at Exchange coming February 5th – February 8th.
Sam Bourgi |
Let us review the old playbook by which central banks have operated in the past to ride over recessionary phases and see if an alternate playbook can offer a better pathway.
Justin Kuepper |
Let's take a look at why you should keep your allocation to emerging markets and why they’re still an essential part of a diversified portfolio.
Justin Kuepper |
Let's examine whether small-cap stocks represent a good opportunity in today's market and where to find opportunities.
Todd Rosenbluth |
The Federal Reserve may begin to shift its hawkish stance in early 2023, which might help iShares Core Aggregate Bond ETF (AGG) bounce back from the worst year
Justin Kuepper |
Let's look at why large-cap stocks may be a good option and, in particular, why you might want to consider actively-managed large-cap funds
Justin Kuepper |
Let's look at whether industrial metals ETFs are effective inflation hedges and some new options for investors to consider.
Daniel Cross |
We'll briefly review what the three types of yield curves are and what they mean before diving into more details about flat curves and trade opportunities.
Aaron Levitt |
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
Daniel Cross |
When it comes to dividend-paying stocks, both inflation and interest rates play a huge role in determining their value to investors.
Daniel Cross |
Slumps and pullbacks don't have to halt your investment trading activity though. For the investors who keep a steady pace and avoid panic during sell-offs, downturns can often result in out-sized gains in the end.
Aaron Levitt |
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
Justin Kuepper |
Let's take a closer look at these problems and how alternative investments could augment the 60/40 asset mix.
Justin Kuepper |
Let's take a look at the likelihood of _stagflation_ and how to prepare your portfolio.
Justin Kuepper |
Let's look at some of the best-performing international markets and where investors may want to look ahead.
Justin Kuepper |
Let's take a closer look at these dynamics and how you might adjust your portfolio.
Daniel Cross |
By effectively balancing out your stock selections in your investment portfolio, you can achieve the desired mixture to generate the kind of returns you want to have while keeping volatility and risk as low as possible.
Justin Kuepper |
This article will look at the role NFTs could play in collectibles and finance, and whether they deserve a spot in your portfolio.
Justin Kuepper |
Let's take a look at some alternative assets that you may want to consider to help diversify your portfolio and boost returns.
Justin Kuepper |
Self-directed IRAs, or SDIRAs, are traditional or Roth IRAs that let you invest in more than stocks, bonds, mutual funds, or other standard investments.
Daniel Cross |
There’s a simple trick you can use to achieve similar market guru expertise that doesn’t require a finance degree and a career on Wall Street.
Justin Kuepper |
Let's look at BTCS and whether taking the Bividend is a good idea.
Aaron Levitt |
Thanks to potential tax changes and increases coming down the pike, now could be a great time to use tax-loss harvesting and offset potential bigger taxes throughout the year.
Daniel Cross |
Negative earnings shouldn’t scare you away from investing in a stock.
Daniel Cross |
Using some simple, yet effective, risk assessment tools will help you to more accurately design a portfolio that matches your risk tolerance and your expected return value.
Daniel Cross |
Let’s take a look at the implications of investing in international markets.
Daniel Cross |
A contrarian is really just an investor that selects a bullish or bearish position in a stock that goes against the thoughts of the majority of other investors.
Dave Haviland |
Unemployment remains a persistent problem in the U.S. as new claims remain elevated and continuing claims prove more stubborn than expected in the face of waning pandemic-era programs.
Daniel Cross |
Lets see how commodities can be effectively used in portfolios.
Dave Haviland |
Last week’s jobs report disappointed as we moved into Labor Day Weekend, adding yet more data that indicates global growth may be losing steam.
Daniel Cross |
There are several ways to still generate higher-than-average yields and keep your portfolio risk to a minimum.
Aaron Levitt |
By adding even a small weighting of precious metals, investors can gain some very good diversification benefits.
Dave Haviland |
Ultimately, investors should not be fearful of investing at All-Time-Highs.
Daniel Cross |
By investing in mutual funds, ETFs, stocks or something else, investors can gain exposure to alternative investments without having to meet stringent qualifications.
Dave Haviland |
The U.S. economy continues to reopen, as is the case with many other countries around the world.
Justin Kuepper |
With Secure 2.0 going through the House and Senate, investors should keep an eye on the provisions that could impact their retirement planning.
Aaron Levitt |
In the end, selling covered calls could be what retirees or near retirees need to boost their income profiles.
Dave Haviland |
The Chicago PMI raced past projections and surged to a fresh record in May.
Justin Kuepper |
Despite the outperformance, research also shows that non-market capitalization-based weighting mechanisms tend to outperform standard indexes.
Justin Kuepper |
Let’s take a look at why dividend stocks might fall out of favor and five alternatives that you may want to consider to diversify your portfolio income.
Aaron Levitt |
With the boom in ETFs and similar vehicles, adding a dose of commodities to a portfolio has never been easier.
Aaron Levitt |
While tax-gains harvesting takes some planning to implement, it can help save investors plenty in taxes.
Aaron Levitt |
In its simplest form, the risk hedging strategy involves owning super safe and super risky assets.
Justin Kuepper |
Let’s take a closer look at artificial intelligence, the implications for portfolio management and some drawbacks to keep in mind.
Justin Kuepper |
Let’s take a look at what sets China apart from other emerging markets, why investors are increasingly drawn to the country and risk factors to consider.
Aaron Levitt |
While a simple concept, keeping track of a portfolio’s cost basis can help reduce, defer and even potentially eliminate taxes.
Aaron Levitt |
For investors, familiarizing yourself with tax-loss harvesting can make a ton of sense these days.
Aaron Levitt |
The truth is that some individual sectors do better under certain parties than others.
Aaron Levitt |
The answer may come down to a slight tweaking rather than a major shift in your portfolio holdings.
Sam Bourgi |
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has continued to grow amid the pandemic.
Justin Kuepper |
Let’s take a look at some of the emerging risk factors of passive investing and how they could impact investors.
Aaron Levitt |
The question for investors is whether or not the precious metal makes sense for their portfolios today.
Justin Kuepper |
Let’s take a look at how COVID-19 has impacted emerging markets and how investors should position their portfolios.
Sam Bourgi |
Coined by Nassim Nicholas Taleb, the barbell strategy refers to the process of taking “outsized” or larger positions in two focus areas.
Sam Bourgi |
Check out this article to learn about the different types of portfolio management.
Sam Bourgi |
Check out this article to learn more about different strategies to construct an index fund.
Justin Kuepper |
Let's take a closer look at how indexing works and the four most common methods for accomplishing it.
Sam Bourgi |
Portfolio rebalancing is all about risk management. By getting your monitoring and threshold frequency right, you stand a better chance of minimizing risk and reducing cost.
Justin Kuepper |
Let's take a look at why rebalancing matters, different rebalancing strategies, and some tips to keep in mind to minimize your tax exposure and transaction costs.
Sam Bourgi |
Risk measurement is a critical part of investing because it allows you to quantify the level of uncertainty in your portfolio.
Sam Bourgi |
The information age has made the financial markets more accessible than ever. But is accessibility a substitute for a good portfolio manager? Check out this article to know the answer.
Sam Bourgi |
Investors have several best practices at their disposal to strategically manage their portfolio rebalancing approaches.
Justin Kuepper |
Rebalancing is the process of maintaining asset allocation by buying and selling assets.
Sam Bourgi |
At the core of portfolio construction are the investor’s underlying objectives, risk tolerance and timeframe for investing.
Justin Kuepper |
In this article, we will look at three portfolio rebalancing strategies, the pros and cons of each, and other important considerations.
Sam Bourgi |
Check out this article to know more about portfolio rebalancing techniques.
Justin Kuepper |
Take a look at why it’s important to rebalance your portfolio to maximize your risk-adjusted returns.
Sam Bourgi |
Portfolio rebalancing is a key risk management strategy that helps investors navigate through cyclical markets and downtrends.
Justin Kuepper |
Tactical asset allocation is the most common strategy used by investors looking to capitalize on cyclical trends in the market.
Sam Bourgi |
Check out this article to learn more about the nuances of tactical asset allocation strategy.
Justin Kuepper |
Let’s take a detailed look at strategic asset allocation and how to determine the optimal allocation for your portfolio.
Justin Kuepper |
In this article, we will take a closer look at the process of portfolio management and how dividends play a role.
Sam Bourgi |
The article introduces the process of portfolio management and shows how mutual funds can fit.
Check out an overview of the concept of factor investing.
Sam Bourgi |
Let us dive a little deeper into understanding the implications of strategic asset allocation.
Sam Bourgi |
The fallout from the German election is still unfolding.
David Dierking |
When putting money into an international fund, investors need to be familiar with certain risks that they don’t typically encounter with U.S.-based funds.
Sam Bourgi |
Many investors are asking whether now is the right time to gain exposure to the world’s sixth largest economy.
Justin Kuepper |
Capitalize on India's economic growth by investing in three top mutual funds.
Calder Lamb |
QE policies are already contributing to stock market gains in Japan, and Europe could be next.
Featured ETFs, Funds
Overview
Payout
Income
Income Risk
Returns
Allocations
Fees
About
OWLSX | Fund | Other
$21.33
+0.19%
$25.07 B
12.15%
$2.59
3.14%
1.10%
$48.79
+0.02%
$73.40 B
7.65%
$3.73
1.98%
0.03%
$22.53
0.00%
$11.89 B
7.57%
$1.71
1.03%
0.05%
PFF | ETF |
$28.26
+0.43%
$11.67 B
7.48%
$2.11
-4.43%
0.45%
USHY | ETF |
$35.67
0.00%
$26.69 B
6.76%
$2.41
1.03%
0.08%
$77.23
-0.06%
$17.71 B
6.24%
$4.82
0.65%
0.49%
$25.65
0.00%
$16.75 B
6.08%
$1.56
1.53%
0.66%
FSTDX | Fund | Other
$7.30
0.00%
$13.54 B
5.86%
$0.43
-0.39%
-
FSPWX | Fund | Other
$9.86
0.00%
$17.84 B
5.56%
$0.55
0.60%
0.06%
FIPDX | Fund | Other
$8.91
0.00%
$11.65 B
5.39%
$0.48
0.55%
0.05%
$91.96
0.00%
$13.57 B
5.27%
$4.84
-0.19%
0.39%
$79.77
-0.13%
$68.65 B
5.27%
$4.20
-0.77%
0.03%
$51.28
-0.12%
$19.62 B
5.16%
$2.65
-0.81%
0.04%
$49.59
-0.04%
$18.01 B
5.07%
$2.51
-0.28%
0.04%
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.