As digital assets mature, their similarities to precious metals are striking – and their differences are just as important. Here’s what today’s market data says about their role in a diversified portfolio.
This historic legislation could propel the digital asset ecosystem for years to come: the GENIUS Act. Here’s what investors need to know.
The Trump administration wants the Fed to cut rates – and may try to force leadership changes to make it happen. But structural limits on presidential power and the Fed’s internal voting process could complicate that plan. Here's what investors should watch next.
The wealth management industry generally approaches asset allocation by categorizing investments as either equity, fixed income, or alternatives. As the investment universe available to advisors continues to evolve, arguably increasing in complexity, now might be a good time to rethink this framework.
There are two Chinese symbols that communicate the concept of “Crisis;” the first symbol denotes “Danger” and the second, “Opportunity.” As financial advisors, we routinely help clients navigate through danger in search of opportunity.
Since early 2022, U.S. equities have posted negative monthly returns 16 times. In all but two of those months, bonds also declined. This breakdown of the traditional 60/40 portfolio has prompted many advisors and investors to question whether diversification still works.
Hope you're enjoying your ETFs. Soon, they'll be gone. ETFs replaced mutual funds as the most popular investment platform. Technological innovation made ETFs possible, and what innovation giveth, innovation will taketh away.
Private markets are booming - but that doesn’t mean they’re easy. As access expands, investors and advisors must ask the right questions to avoid costly mistakes and capture the potential rewards.
You probably know that the code written into bitcoin allows for a maximum of 21 million coins in total supply. But did you know that, of the 19 million bitcoins that have been mined to date, an estimated three to four million of them have been lost forever? This significantly reduces the supply of an already limited-supply asset!
According to a Cerulli Associates whitepaper, financial advisors with at least 10% of client assets invested in exchange-traded funds (ETFs) are allocating 46% of client assets to index-based strategies today, with expectations that this figure could hit 49% by 2026.
