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Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
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Rules-Based Mega-Cap Investing: The Principal USMC ETF Solution for Large-Cap Drift
Many large-cap strategies drift down the market-cap spectrum, leaving portfolios unintentionally underweight mega-caps such as Apple and Microsoft. The USMC ETF from Principal Asset Management aims to fill this gap with a rules-based approach that emphasizes financial strength, offering targeted quality exposure.
The Principal PSC ETF: Identifying Small-Cap Blind Spots
The PSC ETF from Principal Asset Management aims to address common portfolio blind spots through a rules-based strategy that provides scalable small-cap exposure while avoiding the capacity constraints and quality issues that plague traditional small-cap investing.
Retail Investors Fueling Market Surge—$500B in Equity Inflows Expected, JPMorgan Says
Retail investors are poised to drive massive $500 billion wave of equity inflows in second half of 2025, according to a new forecast from JPMorgan.
Markets So Unfazed By Tariffs That It’s Making Trump Bolder
To Trump, rallying stock market is evidence that Wall Street likes tariffs. But investors say they’re just counting on the US president to back down.