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Weekly Economic Snapshot: Record Investor Risk & Near-Historic Sentiment Lows

Last week’s economic landscape was defined by conflicting signals from key indicators, suggesting a growing divergence between investor behavior and underlying consumer health. Margin debt surged to a new high while consumer confidence simultaneously fell to near-historic lows. Adding to the mixed picture,...
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Meta’s Mojo Check: Can Bulls Find Their Feed Again?

Editor’s note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods. If you...
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Democratization or Risk Trap for Investors?

The private credit market, a massive $3 trillion sector once exclusive to high net worth individuals, is rapidly opening its doors to everyday investors through ETFs. While this democratization offers retail investors a chance to tap into high-yielding private markets, some worry access...
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Meet an Advisor: Haren Bhakta

Evan Harp sat down with Haren Bhakta, CFA, of Inside Ownership to discuss investing, Exchange, and why Warren Buffett is his inspiration. Evan Harp: Please tell us about your practice.     Haren Bhakta: We like to work with clients who think long term. It’s the only...
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9 Ways to Actively Manage Your Fixed Income Exposure

The same macro factors affecting the equities market, such as tariffs, geopolitical factors, and a changing interest rate policy are also affecting the fixed income markets. With that, there’s never been a better time to access active fixed income strategies that help advisors...
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Top Blockchain Companies to Watch Leading Into 2026

Learn more about the top onchain companies revolutionizing the sector, the industries being impacted, and key investment trends shaping the future of the digital asset ecosystem. Key Takeaways: Blockchain leaders span multiple sectors, from mining and fintech to energy and semiconductors. Major companies like Coinbase, Nvidia,...
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