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SCHD is a fine dividend ETF, but investors chasing higher income often stumble into covered call funds that quietly erode their principal with every distribution. There is a middle path worth examining before you make t…
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Yields and rates continue to climb, as debt markets contend with growing risk and huge capex by the AI hyperscalers. That has impacted bond values, and started to increase attention and flows to short-term bond offering…
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After Bitcoin's tremendous rally to new highs around $126,000 last year, it shed essentially all of those gains in the final months of 2025 and is now down about 4% on a trailing-12-month basis. Still, with new legislat…
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A Treasury Department warning on the tax strategy behind 351 exchange ETFs led this week’s ETF Prime. Host Nate Geraci and Cinthia Murphy, director of research at TMX VettaFi, previewed the top storylines for the fourth…
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Baron Capital, a manager with a 40-year legacy built on high-conviction active mutual funds, just crossed $1 billion in ETF assets. The firm achieved the landmark in under a year following its ETF debut, reflecting stro…
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Energy stocks have seen volatile but powerful growth this year, as wars in Iran and Ukraine have limited their petroleum exports and boosted global oil prices. The protracted conflicts are likely to continue keeping ene…
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Japan's real wages climbed 1.5 percent in August compared with the same month a year earlier, according to Reuters, extending the run of increases to eight consecutive months and signaling a continuing recovery in pay g…
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Generation mix: coal 1479 TWh (74%); hydro 144 TWh (7%); solar 119 TWh (6%); wind 93.5 TWh (5%); natural gas 58.8 TWh (3%); nuclear 47.9 TWh (2%); biofuels & waste 41.4 TWh (2%); oil 4.2 TWh
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Artificial intelligence (AI) is the thematic investing topic that keeps on giving. However, artificial intelligence is no longer just an equity narrative. It has officially taken over the corporate bond market. Key Take…
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September WTI crude oil (CLU26) is down -0.19 (-0.23%), and September RBOB gasoline (RBU26) is down -0.0276 (-0.88%).
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Amazon Prime members began shopping a 48-hour sale Tuesday as Amazon.com, Inc. (AMZN) kicked off Prime Big Deal Days. The event runs through Oct. 7 and features deals across more than 35 categories, according to the com…
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Many investors have been left badly disillusioned by the apparently dismal performance of the stock market over the past decade.
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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 muni ETFs fell in tand…
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As small-caps offer an increasingly attractive value proposition, advisors and investors may be taking a closer look at strategies like FESM. Key Takeaways: Small-caps have grown in popularity as attractive valuations a…
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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 relied on mutual funds.…
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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 cooling-off period will h…
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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 reached their tightest…
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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.
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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 funds, according to …
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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 almost completely off…
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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 to be a relatively …
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Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union.
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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 issued a construction pe…
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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. Many of you know I’m n…