Stocks / ETFs

Optimizing Late-Start 529 Plans: Tactical Strategies for Advisors

For many families, the idealized path of starting an education fund at birth and compounding steadily over 18 years —…

4 weeks ago

2026 Municipal Outlook Bodes Well For Bond Ladders

2026’s macroeconomic conditions are already shaping up to be similarly chaotic to 2025’s. How will the municipal credit market handle…

4 weeks ago

2026 Reveals Key Crypto Trends

Crypto narratives have shifted. Tokenization and stablecoins, once considered more obscure blockchain use cases, have become some of the market’s…

4 weeks ago

Innovator ETFs CIO Day Talks Goldman Sachs Acquisition, Future Options ETFs

In major ETF industry news last week, Goldman Sachs Asset Management completed its acquisition of Innovator Capital Management. Innovator has…

4 weeks ago

Advisors, Families, & 529 Plans: Starting the Conversation

Have you heard the news? 529 Plans have changed in a big way. The so-called “One Big Beautiful Bill Act”…

4 weeks ago

Is the AI Revolution Nearing a Dot-Com Correction?

The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull…

4 weeks ago

Cryptocurrencies: Bitcoin Reaches 3-Week High

This weekly update tracks some of the largest cryptocurrencies by market share: bitcoin and ether. While both are considered to…

4 weeks ago

In a Defensive March, These Space Stocks Orbited Outperformance

Global markets wrestled with volatility during the month of March, but a distinct pocket of strength emerged in the Procure…

4 weeks ago

Dodd Kittsley on Why Active Management Is Back in Focus

In a recent webcast, Dodd Kittsley, director of ETF strategy at Davis Advisors, sat down with Cinthia Murphy, director of…

4 weeks ago

“Industry of Industries” Keeps Humming Amid Market Volatility

Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a…

4 weeks ago