Newsletter
In less than two hours, I’m going live with Derek Yan, CFA from KraneShares for a session I think every advisor needs to see. I’m not being hyperbolic. Let me explain why. The top 10 stocks in the S&P 500 now make up 41% of the
Newsletter
WEBINAR — TOMORROW Register here Tomorrow at noon, I’m hosting Derek Yan, CFA, Senior Investment Strategist at KraneShares, for a one-hour deep dive into one of the most important questions facing advisors right now: how do you build a portfolio for the next phase of the AI investment cycle?
Leaders-Laggards
A 5-Day Pause, a 12% Gold Crash, and Yields That Won’t Come Down
Newsletter
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios. Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m
Newsletter
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios. Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m
Newsletter
There’s an assumption embedded in most portfolios that rarely gets questioned: Bond exposure should remain relatively stable. Investors rebalance equities. They shift sectors. They tactically rotate internationally. But when it comes to credit exposure, many simply set it and forget it. That assumption deserves scrutiny. Credit is not a
Weekly Signals
Three of four signals favor safety as the S&P 500 breaks further below its 200-day moving average. Gold's crash drives the lone Risk-On reading.
Newsletter
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios. Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m
Newsletter
There’s an assumption embedded in most portfolios that rarely gets questioned: Bond exposure should remain relatively stable. Investors rebalance equities. They shift sectors. They tactically rotate internationally. But when it comes to credit exposure, many simply set it and forget it. That assumption deserves scrutiny. Credit is not a
Closing Thoughts for the Week
When the central bank signals tolerance for pain and the war hits the world’s largest gas field in the same week, what exactly is the market pricing?
High Yield Spotlight
Energy Infrastructure Is Having Its Moment. The Question Is Whether TYG Is The Best Way To
Newsletter
Let me be direct: the old portfolio construction playbook isn’t cutting it anymore. Markets have changed. Client expectations have changed. The advisors who are winning right now aren’t the ones clinging to the same allocation frameworks from a decade ago — they’re the ones willing to rethink how