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 Manish Khatta | Apr 10, 2025 | Advisors, Investment Management, Manish, Research
One of my favorite quotes is “It’s not the strongest species that survive, nor the most intelligent, but the most responsive to change.” — Charles Darwin The investment industry has gone through dramatic change over the last couple of decades as technology has...
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 Dan Russo, CMT | Oct 10, 2024 | 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,...
