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Featured

Alpha Vee Solutions’ Dynamic Risk Management: Keeping Clients Invested Through Volatility

Alpha Vee’s dynamic risk management uses four risk overlays quarterly to adjust equity exposure, rotate sectors, and respond to market conditions.

A 'K-Shaped' Economy Has Investors On Edge. BofA Says It May Hold Up.

A growing chorus on Wall Street is warning that the US economy is becoming increasingly K-shaped.

BlackRock Expects AI To Continue Dominating Markets In 2026 Despite Risks

BlackRock, the world's largest asset manager, expects AI to continue dominating markets in 2026.

Recent

Economy

Fed Likely To Not Cut Rates In December Following Delayed September Data, According To Market Odds

Odds of a December rate cut remained low following the release of delayed jobs data.

FundFocus

'There's Definitely A Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.

Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.

Direct Indexing Channel

Smartleaf and the Direct Indexing Lockup Myth: Why Tax Benefits Don’t Disappear After Year One

The “lockup” narrative around direct indexing suggests tax benefits vanish after initial loss harvesting. Jerry Michael, President of Smartleaf, dismantles the myth by showing how direct indexes can deliver tax efficiency across every client milestone—from onboarding legacy positions to withdrawals, charitable giving, and rebalancing. The issue isn’t whether direct indexes work long term; it’s whether advisors understand tax management beyond loss harvesting alone.

Economy

US Labor Market Gained 119,000 Jobs In September As Unemployment Edged Up Slightly

The US economy added 119,000 positions in September, data from the Bureau of Labor Statistics showed Thursday.

BofA’s Hartnett Warns Dovish Fed Rate Cut Imperils Stock Rally

Featured

Alpha Vee Solutions’ Dynamic Risk Management: Keeping Clients Invested Through Volatility

A 'K-Shaped' Economy Has Investors On Edge. BofA Says It May Hold Up.

BlackRock Expects AI To Continue Dominating Markets In 2026 Despite Risks

Recent

Fed Likely To Not Cut Rates In December Following Delayed September Data, According To Market Odds

'There's Definitely A Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.

Smartleaf and the Direct Indexing Lockup Myth: Why Tax Benefits Don’t Disappear After Year One

US Labor Market Gained 119,000 Jobs In September As Unemployment Edged Up Slightly

Popular

BlackRock's CEO Sees 'Huge Winners And Huge Failures' Coming In AI

A 'K-Shaped' Economy Has Investors On Edge. BofA Says It May Hold Up.

SEC Halts High-Leveraged ETF Plans In Warning Over Risks

Peter Schiff Blasts Trump’s ‘Booming Economy’ Claim, Warns US Output Is ‘Going Bust.’ Here’s The Problem And What To Do

Enron Short-Seller Jim Chanos Warns On Nvidia, AI Bubble