by Tyler Lovingood | May 8, 2025 | Advisors, Investment Management, Research
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years leading up to retirement when the most capital is allocated. Market conditions during this window, which are determined by an investor’s birth date, can lead to vastly...
by Tyler Lovingood | Mar 27, 2025 | Advisors, Investment Management, Research
We are routinely asked why we decided to launch mutual funds in a world that is seemingly brainwashed into thinking that ETFs are the only solution. There is no doubt that ETFs are a great vehicle and have gained popularity due to their tax efficiency, but they may...
by Tyler Lovingood | Dec 5, 2024 | Research
Understanding how distributions work is essential for all mutual fund shareholders. Dividends and capital gains directly affect a fund’s net asset value (NAV), which can be alarming to investors if they don’t understand total return. In this blog, we will answer four...
by Tyler Lovingood | Nov 7, 2024 | Research
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often framed as Income, Yield, Dividends, or, more recently, terms like Premium, Buy Write and Option-Based Income. Regardless of terminology, launching high income ETFs using...
by Tyler Lovingood | Oct 3, 2024 | Research
Naturally, in times of high inflation, the Federal Reserve’s actions dominate media coverage, especially leading up to interest rate decisions. The federal funds rate rose from 0.25% in March 2022, to 5.5% in July of 2023, and stayed there for over a year. As of...
