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April 28, 2025 at
02:00 PM EDT
- 1.0 CE credit
Looking beyond large cap growth

April 29, 2025 at
12:30 PM EDT
Livecast: How to take indexing to the next level

April 29, 2025 at
02:00 PM EDT
- 1.0 CE credit
Trade Winds and Bond Yields: Navigating the New Market Reality

April 30, 2025 at
12:30 PM EDT
Livecast: LDDR: How this bond ladder ETF can help your clients focus on long-term goals

April 30, 2025 at
02:00 PM EDT
The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors

May 01, 2025 at
12:30 PM EDT
Livecast: Equities amid global uncertainty

May 02, 2025 at
11:00 AM EDT
- 1.0 CE credit
Investing in AI: Separating Hype from Reality in the AI Revolution

May 05, 2025 at
12:30 PM EDT
Less Beta, More Alpha

May 06, 2025 at
12:30 PM EDT
Livecast: Why investing in innovation matters now

May 08, 2025 at
11:00 AM EDT
- 2.0 CE credits
Income Investment Strategy Symposium

May 13, 2025 at
12:30 PM EDT
- 1.0 CE credit
A New Approach to Managing S&P 500 Concentration Risk

May 14, 2025 at
02:00 PM EDT
- 1.0 CE credit
Aligning Your Exposures to the Evolving Landscape

May 20, 2025 at
12:30 PM EDT
LiveCast: The State of Midstream/MLPs in Volatile Markets

May 21, 2025 at
02:00 AM EDT
- 1.0 CE credit
Advanced Real Estate Tax Planning – 1031 Exchange & 721 UPREIT

June 26, 2025 at
11:00 AM EDT
- 1.0 CE credit
Midyear Market Outlook Symposium

Commentaries
Timely market commentaries from leading investment firms
7 Smart Tax Planning Strategies for High-Earning W-2 Employees
Tax planning for high-income earners isn’t about loopholes; it’s about leveraging the strategies available to you.
Defense and Discipline: How to Stay Calm in Unruly Equity Markets
A well-planned defensive strategy can position equity portfolios to be resilient in a very harsh market environment.
It’s Complicated
Asia-Pacific will likely be the hardest hit region from a steep increase in U.S. tariffs.
Avoiding Fallen Angels: When Credit Research Matters Most
Downgrades and defaults can detract from corporate bond portfolio performance. Let’s look at how applying fundamental credit research may help reduce these risks.
Chinese Equities: Investing in Stocks That Transcend Tariff Turmoil
A raft of reciprocal tariffs between China and the US could bruise China’s export revenues in the short term. But its domestically focused economic engine and shrinking dependency on US trade should minimize fallout in the long run.
Roth IRA Conversions in Retirement: How to Successfully Minimize Taxes & Maximize Wealth
Many retirees hold substantial assets in traditional IRAs and taxable brokerage accounts. When planning for retirement income and considering your legacy, Roth IRA conversions can be a strategic way to reduce your tax burden and maximize the wealth you pass on to your heirs.
Investing Alongside Change
Risk-assets struggled amidst extremely volatile price action as investors weighed the probabilities of tariffs hitting profits and valuations.
Tariff-Fueled Volatility Reveals Access to Best Ideas
How our open platform of best-of-breed managers allows us to distill complexity in the face of market turbulence by tapping into their collective intelligence.
Tax-Advantaged Accounts: A Powerful Addition to Your Financial Plan
A tax-advantaged account offers certain tax benefits to encourage individuals to save or invest for specific purposes, such as retirement, education or healthcare. These accounts can help you lower your taxable income, defer taxes or avoid taxes altogether if used for qualified expenses.
Outlook on Municipal Bonds: Seeking Opportunity Amid Volatility
A historic sell-off enhances value, with high yields, strong fundamentals, and ample reserves mitigating policy risks.
Q1 Tech Earnings Preview: Tariffs Chip Confidence
As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
ETF Market Booms: Record Launches & Sophisticated Strategies
Even with tariff uncertainty, there’s no stopping the engine of ETF creation. More than 288 new ETFs have already launched this year.
Asset Allocation Quarterly: 2nd Quarter 2025
Uncertainty surrounding trade policy is a key driver of our forecast this quarter, which includes an increased probability of a recession.
The Trade-Off in Covered Call Strategies
A fundamental lesson in finance is a security’s price should be the present value of all future cash flows.
Why the Tariff Rollout Spooked the Muni Market
Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.
Anatomy of a US Treasury Sell-Off
The bond market has been extremely volatile the past couple of weeks since the introduction of global tariffs by the US. Bond yields have sold off almost 50 basis points, and today we'd like to examine why did that occur, what's next, and how should investors think about duration in this environment?
The Great Wall
President Trump has been a vocal admirer of China’s Great Wall, built by the country’s emperors to protect their territory from outside aggression. In his first term, he compared his plan to build a border wall with that historic structure.
Capital Markets Outlook 2Q 2025: At the Intersection of Fear and Hope
Coming off a wild ending to a disappointing first quarter, investors must navigate unsettled capital markets and decipher a wave of incoming policy news.
Tariffs, Policy Uncertainty Weighs on Economic, Investing Outlooks
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Is It Time for Investors to Play the Long Game?
During periods of market volatility and declines, investors get concerned. They question their long-term objectives and whether they have more risk in their portfolios than they can tolerate. These are reasonable thoughts to have at times like these.
Gold $5,000?
While gold has offered some protection during stock market downturns by either rising or declining by less than equities, its current high price levels and historical patterns suggest that future returns may be limited.
Utilities Stocks Could Offer Investors Safe Haven Sector
The utilities sector could offer up a safe haven sector that traders could also take advantage of during heavy market fluctuations.
Utilities Stocks Could Offer Investors Safe Haven Sector
The utilities sector could offer up a safe haven sector that traders could also take advantage of during heavy market fluctuations.
Tax Planning Should be a Focus for All seasons
Tax filing season may be over for many, but tax planning is an important focus year-round. Consider post-tax season strategies including optimizing deductions or adjusting retirement contributions. Our Bill Cass shares some tax planning ideas to consider.
Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced it has welcomed Turas Wealth Partners (Turas), a wealth management firm led by father-son duo John and Shea Marmion, to its platform.
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Powell Downplays Progress, Risks Becoming Trump’s Scapegoat
Despite mounting evidence of disinflation and a weakening economy, Chair Powell’s tone remains too hawkish—and I believe that’s a mistake. The latest inflation readings came in soft, money supply growth continues to undershoot, and even jobless claims are inching higher.
Opportunities
Many investors are wondering what to think of the volatility and uncertainty that has been pulsing through financial markets over the past few weeks.
The Death Cross and Market Bottoms
In financial markets, few technical patterns generate as much attention and anxiety as the death cross.
Oh, Canada
To say that it has been a tumultuous year in Canada would be an understatement. The country’s business model, which relies heavily on commerce with the United States, has been put under severe stress by the American administration.
Gauging the Fear Factor: From Volatility Peaks to Equity Returns
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market volatility.
Magnificent 7 Earnings Out this Week will Shed Light on Big Tech’s Tariff Concerns
With many of the big financial reports out of the way, the S&P 500 blended EPS growth rate for Q1 stands at 7.2%. Thus far only 12% of S&P 500 constituents have released results.
Balancing Treasury Market Stability and Systemic Risk
A reintroduction of SLR relief to balance treasury market stability and systemic risk would likely produce several market effects.
Risk-Off Fixed Income in Demand in April
It’s been another strong year for ETF demand. ETFs gathered approximately $350 billion of new money year-to-date through April 16.
The “Soft” Data Gets Softer
A divide has recently developed between soft and hard economic data. At a time when conditions are changing rapidly, understanding the difference between the two is terribly important.
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
Emerging-market (EM) stocks might not seem an obvious choice for anxious investors during a trade war. But history suggests that past volatility peaks have created favorable moments to invest in EM stocks.
Agentic AI: The New Frontier of Intelligence That Acts
The hype cycle around artificial intelligence (AI) often moves faster than the capabilities it touts.
Hard Data Points to Soft Landing: But Confidence Wanes
Eitelman began by assessing the health of the U.S. economy through hard and soft data. He explained that hard data refers to measures of actual spending and economic activity, while soft data refers to how companies and consumers respond to surveys.
Smoke Signals: Dollar Decline, Tariffs and Treasury Yields Surge Signal Market Volatility
Tariff uncertainty, a weakening US dollar, and surging Treasury yields are flashing warning signs for investors. Explore how political risks, fiscal policy, and global volatility are reshaping capital flows and market confidence.
Are These 3 Growth Stocks a Buy at Today’s Prices?
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation compares three growth stocks: NVIDIA Corp (NVDA), Advanced Micro Devices (AMD), and Broadcom (AVGO), focusing on their valuations and market metrics.
The Trade-Off in Covered Call Strategies
A fundamental lesson in finance is a security’s price should be the present value of all future cash flows. Cash flows typically consist of a regular string of dividend payments and an assumed liquidation value at the end of the time horizon.
Near Zero Q1, Uncertainty Ahead
We’ve expected a recession for more than a year now. Simply put…the Era of Easy Everything is Over. Expanding deficits and easy money (that have lifted the economy since COVID) are no longer with us. At the same time, tariff negotiations have created an unbelievable amount of uncertainty.
Quarterly Recap Q1 2025
U.S. defensives and international lead.a
Corporate vs. Municipal Bonds: Key Differences Every Investor Should Know
Compare corporate and municipal bonds, including risks, returns, and tax benefits. Learn which bond type fits your investment goals.
Market Volatility and Corporate Bonds: 3 Takeaways
Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.