Ric Edelman, founder of the Digital Asset Council of Financial Professionals and former head of Edelman Financial Engines weighs in on how to responsibly incorporate crypto investing into any diversified portfolio, explains why 60/40 is dead… because you’re not going to be… and discusses the importance of instilling financial education in the next generation.
May 05, 2025•29 min
Actively managed ETFs have captured one third of flows this year. But the active fund space is quickly changing along with market volatility. We sort it all out for you.
Apr 28, 2025•29 min•Ep. 1
Amid the volatility, actively managed ETF assets have reached $1 trillion, or about 10% of the industry total. Is now finally the time “active” will prove its worth over “passive”? We’ll dive into the new strategies managers are employing on a daily basis.
Apr 21, 2025•24 min
There’s an old saying: ‘you can’t change the wind, but you can adjust your sails.’ If you’re having trouble navigating volatile market seas, consider letting an ETF for it for you. This is how.
Apr 14, 2025•24 min
Amid the volatility, are you looking for something with stable income and the long-term investment stability of government bonds? As is often said: “There’s an ETF for that”. We’ll explain why one “boring” suite of funds might be something to get excited about now.
Apr 09, 2025•27 min
Amid the market volatility, demand for actively-managed ETF strategies has been unrelenting. This industry is more than happy to serve. But, here’s what investors need to know about them.
Mar 31, 2025•22 min
What are the hottest areas for growth in the ETF industry? We find out, live from the single largest gathering of ETF industry professions, asset managers and RIAs: Exchange conference in Las Vegas.
Mar 24, 2025•42 min
With volatility up and yields down, what should you be doing with the fixed income portion of your portfolio now? We dive into that.
Mar 18, 2025•23 min
For those looking to add down-side protection to their portfolios, a slew of new products can make it easier than ever.
Mar 12, 2025•28 min
Mar 03, 2025•25 min•Ep. 1
Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know before you buy into this trend.
Feb 24, 2025•24 min
In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one fund is setting itself apart by reassessing investing “freedoms”.
Feb 19, 2025•31 min
A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, find out what’s changed radically… and what likely never will.
Feb 10, 2025•33 min
From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as prepared as they should be. We’ll look at ways to fix that.
Feb 03, 2025•16 min
China’s DeepSeek AI throws U.S. tech stocks into a tailspin just as the NASDAQ 100 – home to many of those names – celebrates its 40th anniversary. What will the next 40 years look like for that index and what could the next big tech leader be? We’ll find out.
Jan 27, 2025•25 min
The first structured-protection Bitcoin ETF is here. How do you get up to 100% protection to the downside and, importantly, what do you give up for it? We’ll explain.
Jan 21, 2025•29 min
It’s hard to believe Spot Bitcoin ETFs are only now turning 1 year old. Will 2025 witness more maturity… or a case of the “terrible twos”?
Jan 13, 2025•30 min
Since single-stock ETFs debuted in 2022, the category has exploded. Global interest in U.S. tech stocks is poised to push growth even further in 2025.
Jan 06, 2025•31 min
Emerging market performance has been lack-luster in 2024 with one big exception: India. Find out what’s driving explosive growth there.
Dec 18, 2024•26 min
Bitcoin funds pass a key milestone in terms of assets. Plus, the equity concentration and credit conundrums investors will face in 2025.
Dec 09, 2024•28 min
As investors look to broaden market exposure, could thematic ETFs come back into the spotlight? Here are some new ways to play.
Dec 02, 2024•27 min
The ETF industry is about to wrap up another recording setting year. But 2025 will be a whole new ballgame.
Nov 25, 2024•13 min
It’s been 20 years since the first gold ETF, the GLD, revolutionized commodity investing. It return on investment since then has been nothing short of “brilliant” but what could the next 20 years hold?
Nov 18, 2024•25 min
The ETF industry saw massive inflows immediately after Trump won the Presidency. But will the first winners be the longest-term winners? Or, are there still unrecognized opportunities… and risks?
Nov 11, 2024•29 min
More than 500 new ETFS have come to market this year with yet more in the works. Among them: repackaging of good old-fashioned “pair trades”. Which will be the big winners by year’s end?
Nov 04, 2024•25 min
The investing consensus pendulum is swinging from super concentration back to diversification. Now, new funds are looking to hold on to Mag 7 dominance but spread the love – and risk – out a bit more.
Oct 28, 2024•22 min
Worried about portfolio overconcentration in tech? What about the other 493 stocks in the S&P 500? Now, there’s a new ETF for that, too.
Oct 25, 2024•22 min
As a group, small caps are supposed to outperform over the long run. But it’s a been a very long time since that’s happened. New active funds are looking to weed out the winners.
Oct 14, 2024•22 min
Two new approaches – one hyper-local and the other hyper-specific – attempt to navigated the pitfalls of generic investment in China.
Oct 10, 2024•31 min
As active management and income-seeking come together more tightly, “preferred” stocks and energy MLPs are sitting at the nexus.
Sep 30, 2024•15 min
