Complex Problems Require Custom Solutions, Part 2

By Dan Zolet, CFA A couple of months ago, we discussed in our Strategic View how more nuanced investment problems require equally nuanced investment solutions. That piece focused on income-oriented portfolios within a goals-based framework. This week, we are tackling another complex challenge: concentrated stock positions. The Risk of Concentration When a single stock becomes […]

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 […]

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 […]

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 […]

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 […]