Of Scalpels, Spice, and Smoothies

Summary Stocks and ETFs aren’t rivals — they’re different tools for different jobs. “Stock-specific risk” isn’t a switch to avoid — it’s a dial to set. Individual stocks unlock tax-loss harvesting in a way ETFs can’t. When discussing our investments philosophy, we are often asked about the mix between individual stocks and ETFs in our […]

Top Performing Leveraged/Inverse ETFs: 08/09/2026

Top Performing Leveraged/Inverse ETFs Last Week These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework. Ticker Name 1 Week Return (PTIR A-) GraniteShares 2x Long PLTR Daily ETF 82.89% (GDXU B) MicroSectors Gold Miners 3X Leveraged ETN 73.88% (OKLL ) Defiance […]

Value Strikes Back: Inside 2026’s Great Rotation

The mantra carrying the markets higher for years has been to leave it to mega-cap tech titans and AI leaders to drive the bulk of market gains, leaving cap-weighted indexes historically top-heavy. But a new narrative has begun to take over. Key Takeaways Driven by market rotation, the Russell 1000 Value Index returned 32% over […]

Don’t Try International Equities Without Answering This Question

The international equities landscape continues to offer plenty of appeal in 2026. Since the start of the year, investors have been clamoring for opportunities to diversify away from concentration risk and red-hot valuations. International equities have been a good way to do so and still hold major appeal despite geopolitical chaos. Before diving in further, […]

Solar ETFs Back in Focus After New Polysilicon Tariff

Solar ETFs moved into focus Friday after President Donald Trump announced new tariffs targeting imported products made from polysilicon, a key material used in solar panel manufacturing. The tariffs could give U.S. solar manufacturers an advantage over lower-cost imports, potentially creating a tailwind for the domestic solar industry and the clean energy ETFs that track […]

What the July Jobs Report Means for Fixed Income Portfolios

Given how uncertain advisors and investors are over the Federal Reserve’s plans for handling interest rates, the July jobs report was perhaps watched even more closely than normal. That being said, the latest report may not have inspired much confidence.   Key Takeaways: The July jobs report performed far below expectations, with nonfarm jobs dropping by […]