by Tyler Lovingood | Dec 5, 2024 | Advisors, Investment Management, 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 | Advisors, Investment Management, 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 Dan Russo, CMT | Oct 10, 2024 | Advisors, Investment Management, Research
If I told you that in the third quarter of 2024, a presidential election year, the Republican nominee for the White House had not one but two attempts on his life, how would you expect the U.S. equity market to respond? If I told you that in the third quarter of 2024,...
by Tyler Lovingood | Oct 3, 2024 | Advisors, Investment Management, 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...
by Tyler Lovingood | Sep 12, 2024 | Advisors, Investment Management, Research
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected. In both markets and life, it is remarkable how often the unlikely happens. Usually, these events are described as outliers, which happen...
by Tyler Lovingood | Aug 8, 2024 | Advisors, Dan, Investment Management, Research
The first known reference to “Russian Roulette” was in a classic novel published in 1840. Merriam-Webster defines the game as, “An act of bravado consisting of spinning the cylinder of a revolver loaded with one cartridge, pointing the muzzle at one’s own head,...
