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HFGM a Compelling Complement to Bond Portfolios

Advisors and investors looking for opportunity beyond current bond allocations, or seeking to diversify in alternatives, would do well to consider the Unlimited HFGM Global Macro ETF (HFGM). The fund offers fixed income exposure alongside a variety of asset classes as it seeks...
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Post-Sicily Thoughts: The Third Great Technology Wave

I just got back from Sicily, where my family, my brother’s family, and my parents visited Torretta, the town where my dad was born. I stayed in Isola delle Femmine, the birthplace of the great Joe DiMaggio. No wonder I counted at least...
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New ETFs From F/m Aim to Minimize Dividend Tax Drag

On Tuesday, F/m Investments expanded its ETF roster by debuting two new funds. Both of these new ETFs were created in partnership with Compoundr LLC, and seek to address dividend tax drag.  The new F/m Compoundr U.S. Aggregate Bond ETF (CPAG) focuses on...
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JB Wealth’s Baucom Comes to Exchange to Learn

JB Wealth Management Founder and President Jason Baucom shared an overview of his practice at Exchange 2025. In the latest video interview, Baucom discussed his firm’s investment philosophy, commitment to helping women, and his views on the Exchange conference. Baucom on His Investment...
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3 Reasons to Try Active Emerging Markets ETFs

As more and more investors look to diversify into international equities, it’s worth asking: Which ETFs can provide the best solutions? While broader international equities funds have done well, much of that performance came amid the spring drop-off in U.S. stocks. For those...
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ETF Prime: Morris Unpacks Energy’s Role in Modern Portfolios

On this week’s episode of ETF Prime, Stacey Morris, head of energy research at VettaFi, discusses energy exposure and the evolution of the MLP space. Later, Rob Thummel, managing director and senior portfolio manager at Tortoise Capital, joins the podcast to spotlight the...
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