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Gaining Perspective

Jan 31, 2022

Inflation, as measured by the CPI, is at muti-decades highs. The last time the U.S. experience inflation at current levels was in the early 1980s. That was coming off the energy crisis of the 1970s, when CPI climbed over 14% and interest rates on the 10-year U.S. Treasury were pushing 16%. My guest is here to examine...


Jan 27, 2022

The William Blair Large Cap Growth fund (LCGFX) has been one of the top performing funds in its class, returning 20.72% over the last decade, which puts it in the top 8th percentile of its Morningstar large-growth peer group. The fund focuses on growing companies in growing industries—what they call...


Jan 25, 2022

Last month, Amplify ETFs expanded its suite of BlackSwan ETFs with the launch of the Amplify BlackSwan Tech & Treasury ETF (NYSE Arca: QSWN). QSWN is an index-based ETF that seeks to hedge against significant losses while still participating in technology & growth equities, without an artificial cap.

 QSWN is...


Jan 19, 2022

With more than 12,000 crypto assets in existence and the potential to power decentralized transactions using blockchain technologies, crypto assets are a new and evolving approach to capturing highly sought-after benefits.  Together with renowned index provider Nasdaq, Inc. and crypto-focused asset manager Hashdex...


Jan 11, 2022

RIA merger and acquisition activity achieved yet another milestone, crossing 200 transactions within a calendar year for the first time ever. The year’s 200th RIA M&A transaction was announced just prior to the Thanksgiving holiday. 2021 is the eighth successive record year for RIA M&A activity. For context, the...