Muni Bond ETFs: Unlocking Robust Returns
September’s fixed income sell-off marked a watershed moment for muni bond markets, delivering the steepest drawdown since the 2008 Great Financial Crisis. As benchmark yields spiked, prices across mun…
ETFs & Funds
Make Meta a Muse of Income With This ETF
With the help of the Muse AI agent effort, shares of Meta Platforms (META) are on a torrid pace, surging nearly 22% for the month ending Oct. 5. Whether or not that scintillating run portends a coolin…
Think Rates Will Rise? These Income ETFs Are Ready
Yields are rising, and so are rates. Markets anticipate one more rate hike from the Federal Reserve to close out 2026. With stubborn inflation and massive borrowing by AI hyperscalers, rates may remai…
Why Tight Credit Spreads Raise Risk for Bond Investors
Bond yields still look attractive, but investors are earning little extra for taking on corporate credit risk, according to Thornburg Investment Management. Key Takeaways: Investment-grade spreads rea…
Listening Between the Lines: Active ETFs Bet on Pre-Call Tone
Earnings season kicks off in the coming days. PepsiCo leads the way, with major banks reporting soon after. Historically, financial advisors seeking fundamentally focused active equity strategies reli…
New Zealand third quarter business confidence jumps, says think tank
New Zealand's business confidence improved in the third quarter despite rising fuel prices and geopolitical headwinds, according to the New Zealand Institute of Economic Research.
World Markets Watchlist: October 5, 2026
For more than a decade, the International Rescue Committee’s (IRC) annual Emergency Watchlist has accurately predicted 85-95 percent of the countries most likely to face a worsening humanitarian crisi…
Dimensional’s ‘New’ ETFs Are Really ETF Share Classes
Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual f…
What wealthy investors actually do with digital assets: CoinShares 2026 survey
Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union.
How Healthcare Tech ETF HTEC Defied September’s Market Turmoil
It’s always exciting to see a fund perform well over the course of a month, but it’s also important to understand exactly why that strong performance may be happening. Key Takeaways: September proved …
Rising Treasury Yields Haven’t Cracked the Bull Market Yet
Bad news has found its old bull market passport again because this market is still trading the Fed first and the economy second, and September’s jobs report was soft enough to knock an October hike al…
TVA Secures First SMR Construction Permit
A small modular reactor (SMR) project achieved a major regulatory milestone in the U.S. last week. The Tennessee Valley Authority (TVA) announced that the Nuclear Regulatory Commission (NRC) has issue…
Mailbag: Are There Dividend ETFs Out There That Are Worth It?
I got quite a few notes in the mailbag last week. One that piqued my interest was from JT who asked if there are any ETFs or mutual funds that have a dividend investing philosophy similar to mine. Man…
An Investor’s Guide to Intangible Assets
Although not always easy to quantify, intangible assets are one of the primary sources of strong competitive advantages for businesses and a key source of economic moats. Key Takeaways Intangible asse…
S&P 500 Snapshot: Stocks Rally to Close Out Flat Week
NEW YORK – October 1, 2026 (STL.News) Stocks – U.S. stocks were struggling to find direction Thursday as sharply higher Treasury yields offset strength in software and artificial-intelligence-related …
Trump: not going to be doing diesel export ban
WASHINGTON -- The Group of Seven wealthy democracies said Friday they plan to release 100 million barrels of oil and fuel products in the coming weeks, starting with "substantial" amounts of diesel af…
The Case for Gold as an ‘All-Weather’ Investment
Ray Dalio's frameworks, including the debt cycle, four economic seasons, and the long-term world order, suggest gold's role as a structural hedge is increasing. Current conditions, marked by high debt…
The Bond Market Is Normalizing
What rising correlations could mean for portfolios A mix of stocks and bonds typically helps diversify a portfolio, since stock prices often rise when bond prices fall and vice versa. But lately, that…
Satellite Operators, Hardware Pioneers Keep UFO ETF in Orbit
The Procure Space ETF (UFO) continues to demonstrate space sector resilience. Despite a 2.8% dip in September, the fund was propelled by select performers across its Media & Communications and Technol…
Bitcoin: the data turned mixed, not weak
Bitcoin consolidated this week as the market sharply reduced its expectations for another near-term rate hike. The catalyst was New York Fed President John Williams, who argued that September’s 25bp h…
VettaFi Talks Fundamental ETFs on Schwab TV
This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow…
Falling Markets Are Improving the Long-Term Return Math
The S&P 500 Index is now near its all-time record high, fuelled by investor exuberance for artificial intelligence-themed stocks. Stock prices — and valuations — have continued to rally, despite high …
How Investors Can Survive & Thrive in a Turbulent Bond Market
The following is an adapted excerpt from Rebecca Homkes’ book Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times.
Buyback Surge Meets a Surprisingly Narrow ETF Market
Leave it to Nvidia to create buzz. This week, the company’s announcement of a massive, history-making, $150 billion stock repurchase plan put buybacks back in the limelight. Truth be told, stock buyba…