If indexes are at the core with modern investing, for many market watchers and industry members, S&P Dow Jones Indices has been at the heart of it. Just days after the S&P 500 topped 7,000 for the first time, the firm is saying...

Apple Inc.’s (AAPL) first-quarter earnings report highlighted more than just strong iPhone sales. The results help explain why the company remains a top holding in dividend growth and quality factor ETFs alongside traditional tech funds. Apple generated nearly $54 billion in operating cash...

Investors are clamoring for foreign equities investments. Foreign equities ETFs performed very well in 2025, and many market outlooks see potential for strong repeat performance in 2026. It may not be straightforward, however, especially for simple, passive, market cap-weighted foreign equities ETFs. By...

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used...

Headline yield shows income potential, but taxes reduce what you keep. Equity investors should focus on after-tax yield. Preferreds may help boost income and improve tax efficiency. What Taxes Should Equity Income Investors Consider? For advisors constructing income-focused portfolios, understanding after-tax yield is critical to...

Bitcoin continues to underperform relative to the broader debasement trade that has driven significant gains across precious metals since the Federal Reserve’s dovish pivot at Jackson Hole in August 2025. While gold, silver, and platinum have rallied on the back of three rate cuts...