HOT TOPICS
#9 – “Institutions Can’t Beat A Basic Buy and Hold Allocation” – Meb Faber Research
Pension funds’ annualized aggregate returns since 2000 have been virtually identical to a simple 60-40 index portfolio. That feels somewhat…
The Fed’s Gonna Cut – The Reformed Broker
Posted November 17, 2023 by Nicole Samoroukova On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh…
Helping Clients Overcome Behavioral Biases
“Unlearning” is defined as “putting out of one’s knowledge or memory.” As a financial advisor, you play a crucial role…
The Framework Laptop 16 Can Now Be Upgraded to an RTX 5070
It has been a big year for repairable-laptop maker Framework. After launching the Framework Laptop 12 and the Framework Desktop…
Q2 2025 Market Reflections: What Market Swings Taught Us About Long-Term Investing
The first half of 2025 delivered one of the most dramatic market narratives in recent history, with investors experiencing volatility…
A Data-Driven Marketing Strategy: From Guesswork To Informed Decision-Making
Access to customer data has evolved marketing communications. But does the traditional route to data-driven marketing warrant long-term profitability? When…
What’s new in CCP Disclosures? – Q1 2025 |
Clearing houses have published their latest CPMI-IOSCO Quantitative Disclosures for Q1 2025. Initial margin (IM) for major ETD CCPs was $522 billion –…
Personalized, Tax-Efficient Portfolios at Scale
Many advisors I speak with have clients who want more personalized investment recommendations. Mutual fund and exchange-traded fund (ETF) portfolios…
Tips and Tricks for a Getaway
Are you planning a holiday? Don’t you think that this is one of the most difficult parts of the vacation?…
Enjoying Toronto in Style: Why a Limo Bus Toronto is the Perfect Choice
Share Share Share Share Email From famous landmarks to exciting nightlife and special events, there’s always something to do. Whether…
