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Your clients are asking about crypto. Are you ready to answer?

More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and the broader cryptocurrency market. Some are curious, others already hold positions, and nearly all expect their advisor to have an informed perspective. The latest CoinShares guide is built for financial...
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Q2 Earnings Unpacked: Where Momentum Builds and Risks Rise

The Q2 2025 earnings season delivered a complex but revealing snapshot of corporate performance across sectors, shaped by resilient consumer demand, accelerating AI adoption, and emerging macroeconomic pressures. While many companies posted strong results, particularly in technology, healthcare, and consumer discretionary, others faced...
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Ether On the Move: Soaring Prices, Record ETF Inflows

Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable. Not to be outdone, the Ethereum network made a number of headlines in recent weeks. With skyrocketing ether prices, increased institutional adoption, and record spot...
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3 Active Bond Options as Asset Management Interest Heightens

The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management. According to Pensions & Investments, money manager Capital Group conducted a 300-participant survey for institutional investors worldwide....
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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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