The Life Cycle of Investing Factors
What Are Corporate Bonds and Loans?
There’s No Free Lunch in the Market…But Is There?
Inverse ETFs: A Hedging Strategy Amid Rising Volatility
When Quantitative Becomes Discretionary
The idea of the purely quantitative strategy may be more of a myth than a reality and it is likely just as important to evaluate the people and process behind a quant strategy than the strategy itself.
A Big Moment Arrives for SOFR
A long-awaited step for the transition to Secured Overnight Financing Rate (SOFR) happened in October with more than $7.2 trillion notional shifting from the Fed Funds rate.
Writing Covered Calls — Some Points to Consider
The Role of Expectations in Investing
What Is Inflation & Deflation?
Economist Perspective: Interest Rate Differentials
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management
In this episode we talk about the various types of active management and the pros and cons of each.
IBKR Traders’ Academy – Smart Investors Never Stop Learning
Writing Covered Call Options to Generate More Income
A User’s Guide to Qualified and Ordinary Dividends
At some point in almost every investor’s life, they’ll be alerted to the fact that they’re collecting “qualified dividends.” That inevitably prompts the natural question: What are qualified dividends?
Six Lessons New Robinhood Traders Could Learn From Peter Lynch
In this podcast episode, we discuss some investing lessons that these new traders could learn from legendary investor Peter Lynch.
How Diversification Works
What to Do If You Don’t Have a 401(k)
Evaluating the best options for tax-efficient–and automatic–savings outside of a company retirement plan.
The Different Shades of Active Management
Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to passive indices.
The Death of the 60/40 Portfolio
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
Navigating Family Dynamics: Multigenerational Wealth
This podcast discusses the challenges of multigenerational wealth. Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Why Is The Structure Of The Stock Market So Complicated?
The unfortunate reality of the U.S. stock market is it is extremely complicated. There are exchanges. Broker-dealers. Dark pools. High-frequency traders. Alternative trading systems.
Selling Your Securities by Writing Covered Call Options
Income Generator: Security Income with Fixed Income
This podcast features a discussion about income. What it is, where to find it in today’s low-yield world, and how different fixed-income strategies can be used by investors.
The Pros and Cons of Direct Indexing
Dollar-Cost Averaging: A Formula for Consistent Investing
Many younger investors may be financially unable – or emotionally unready – to invest large sums of money in the market all at once. Retirement Director Ben Rizzuto explains how dollar-cost averaging can provide a useful approach.
Mental Accounting: Engaging Clients with Bucket Planning
In this episode: Six actionable steps to help clients develop a personal bucket plan, and more!