Tech Is Hot, But Don’t Ignore The Income Component

With the artificial intelligence (AI) stock rally broadening to include names beyond the magnificent seven, the Nasdaq-100 Index (NDX), as of May 12, sported a year-to-date gain of more than 16%. That’s more than enough to appease many investors, perhaps prompting them to ignore the index’s scant dividend yield of 0.40%. Still, some investors want […]

ETFs to Navigate the Tech Euphoria and Inflation Collision

With the U.S. economy grappling with persistent energy shocks and rising electricity costs, inflation expectations for the next five years have climbed to their highest levels in four years. For financial advisors, the challenge is shielding client portfolios from eroding purchasing power. Now is an ideal time to consider ETFs designed to help combat the […]

Tide Is Turning in Favor of Clean Energy Stocks

Roughly four and a half months into 2026, it’s widely known that the energy sector is the best-performing group in the S&P 500. The war in Iran is playing a big part in that movie, as higher oil prices are propelling an array of fossil fuels stocks. Don’t leave clean energy equities and ETFs such […]

RIA Growth Is Just Getting Started, CEOs Say

Four of the industry’s most prominent leaders gathered at the Goldman Sachs RIA Professional Investor Forum Tuesday to make a case that may surprise even the most optimistic observers: the wave of RIA growth reshaping independent advisory is still just beginning. Key Takeaways: Clients independently leaving banks for independent advisors account for far more RIA […]

Curious if Autocallable Growth Works? Use the Rule of 72

Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72. The easy formula helps individuals estimate roughly how long it will take for their investment to double in value. How it works is simple: You divide 72 by your anticipated annual return, and the […]

OPG’s Darlington Project Proves the SMR Modular Thesis for Investors

The nuclear energy sector reached a pivotal milestone this month as Ontario Power Generation (OPG) successfully installed the first basemat module for the Darlington New Nuclear Project. This development marks a significant leap forward for the G7’s first commercial grid-scale Small Modular Reactor (SMR), signaling a tangible shift in the nuclear renaissance for global investors. […]