Sep 30, 2021
Seeking income with Treasury yields at rock bottom levels and investors enduring widespread dividend cuts this year presents a daunting challenge. The HNDL ETF was created to address this challenge, and to meet the cash flow needs of its investors. It is a target distribution strategy that leverages a modern...
Sep 27, 2021
As a financial advisor, you must be there for your clients during hard times and address challenging topics head on with them. The approach you should take depends on the relationship you have with the client and the style of advising that resonates with them. In this podcast, Corey Schmidt will discuss how to approach...
Sep 16, 2021
New Age Alpha is an asset manager that takes existing investment universes and makes them better…by providing ETFs, SMAs and tools that avoid the losers. It has re-engineered active stock selection through a systematic and repeatable process that seeks to provide uncorrelated returns without additional risk.
Sep 14, 2021
The volatility caused by the pandemic has driven greater interest in alternatives to diversify portfolios and preserve wealth. It is part of a shift from passive to active management. However, getting information on these alternative assets has been disjointed. My guest, Mark Salameh, created AltsAxis to fill a major...
Sep 14, 2021
The Baillie Gifford Positive Change Equity Fund seeks to invest in companies whose products and services are providing solutions to global challenges. So, it’s unsurprising that Tesla (transforming the automotive sector), Moderna (unlocking a new paradigm of medicine) and Safaricom (providing connectivity and access...