by Tyler Lovingood | Jul 11, 2024 | Research
What is Modern Portfolio Theory? Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk. Harry Markowitz, a Nobel Prize-winning economist, formed the most common method for determining the maximum...
by Tyler Lovingood | Jun 6, 2024 | Research
A legendary experiment in the early 1980s involved a group called the “Turtle Traders.” What started as a friendly debate between two successful traders turned into a challenge that aimed to settle this question: are great traders born with the skills, or can they be...
by Tyler Lovingood | May 2, 2024 | Research
When you hear the word “momentum,” the first thing that may pop into your mind is an F1 Car, or a running back diving across the goal line. Regardless of your personal visualization of the word, the principle remains the same: no one wants to lose momentum. When it...
by Tyler Lovingood | Apr 11, 2024 | Research
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023. It started with Innovator, then First Trust, and now iShares is jumping into the mix. By using options, the ETFs construct a position that aims...
by Tyler Lovingood | Mar 28, 2024 | Research
On Monday, February 26th, Amazon.com Inc. (AMZN) replaced Walgreens Boots Alliance, Inc. (WBA) in the Dow Jones Industrial Average. Many investors might look at that headline and think that it’s a good time to buy AMZN. Maybe that’s the holy grail of investing, or...
