VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
When the next crash comes, inevitably there will be an uproar. Baby boomers must not wait for that uproar. They need to get out of their TDFs now and move to the safety of T-bills and TIPS, following the guidance of academic theory. That’s just the smart thing to do.
Financial planners perform a valuable service by discussing with married clients what will happen if the income of one of them disappears upon death. But the focus should be on the adequacy of the remaining income to the spending needs of the survivor — not the change in tax rate from married to single.
Some Wall Street pundits believe that the recent Fed rate cut makes its policy too accommodative, and they also argue that the Fed is creating a “Goldilocks” scenario for the stock market. To better gauge where policy lies on the accommodative to restrictive spectrum, it's critical to compare the policy to current economic growth and inflation rates.
It’s not all bad news for the the UK stock market. AstraZeneca Plc has found a clever way of becoming a US-listed company without going all-American.
Many advisors avoid allocating to inflation-protecting equities, fearing the age-old rule that protection comes at a price. However, my recent research with my colleagues Giovanni Bruno and Ben Luyten at Scientific Beta suggests this industry-wide fear is unfounded: Inflation-hedging stocks perform just as well as their inflation-sensitive peers.
I take Jerome Powell at his word when he says that he and his colleagues at the Federal Reserve are determined to get inflation back to its 2% target.
Too little attention was paid at the start of the decade to the likely hangover from a heady cocktail of cutting interest rates close to zero and increased bond buying via quantitative easing — at the same time as governments delivered a bucketload of fiscal stimulus.
Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.
US stocks rose on Monday, as investors shrugged off the risks of a US government shutdown and turned their attention to economic data that may offer more insight about the pace of future interest-rate cuts.
There’s small change and big change. The small ones are notable: recessions, market crashes, etc. You’ll see several in your lifetime. The greater changes tend to be technology-driven: the Industrial Revolution, the internet, and now maybe artificial intelligence, robotics, and what I’ve called the Age of Transformation.
While the market is betting on an economic revival to support current valuation levels, the real economy is suggesting things are slowing down. Notably, the evidence isn’t coming from obscure corners. It’s showing up in the indicators designed to give us a heads-up before a storm arrives.
BLS and ADP jobs reports often diverge, creating mixed signals. Traders need to know why this happens, and how to use these reports to spot risks, opportunities, and mispricing.
Last week’s economic data presented a sharp contradiction between a resilient U.S. economy and increasingly concerned American households.
Investors are increasingly confident that the U.S. Federal Reserve will cut interest rates several times through mid-2026, signaling a more aggressive easing cycle.
The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest rate cut during its September 16-17 Federal Open Market Committee (FOMC) meeting.
In this video, Chuck Carnevale, co-founder of FAST Graphs, takes a deep dive into what he calls the single most important factor for long-term investing success: the ability to forecast future earnings growth. While past performance matters, it’s really what lies ahead that determines whether a stock will generate wealth or disappointment.
Precious and industrial metals have experienced volatility in recent weeks: gold has surged past $3,700 to reach a new all-time high, silver has climbed to $44 per ounce (its highest level since 2011), and platinum is trading at multiyear highs.
The healthcare sector has certainly been fraught with a myriad of challenges this year, but weakness in the sector could have investors looking for value-oriented plays. That, in turn, could positively affect value-focused funds like the VictoryShares Free Cash Flow ETF (VFLO).
Artificial intelligence is becoming more ingrained in our daily lives-but not everywhere.
This article breaks down five key altcoins — Ethereum, Solana, Ripple (XRP), Litecoin, and one emerging name — that financial advisors should have on their radar.
Private credit isn’t necessarily new to retail investors. In fact, closed-end funds (CEFs) and business development companies (BDCs) have been giving everyday investors access to private loans and middle-market financing for years (see my previous note here). What is changing now is the scale and accessibility.
The rapid growth of artificial intelligence (AI) is fueling a massive buildout of power-intensive data centers, creating a significant new source of domestic energy demand.
For years, midstream companies have generated significant free cash flow (FCF), which has differentiated them from the broader market. With balance sheets in good shape, excess cash has been used to reward shareholders with dividend growth and opportunistic equity repurchases
Bond issuance linked to environmental, social and governance (ESG) purposes dipped in the first half of 2025 following a strong second half in 2024. But we expect issuance of ESG-labeled bonds will pick up for several reasons.
Dividend-increase announcements are on the rise. According to the Wall Street Horizon research team, 71.9% of all dividend changes have been positive so far in 2025.
Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.
Listen as VettaFi and Victory Capital discuss how many advisors are using free cash flow focused ETFs to construct portfolios. They cover US large- cap and small-cap ETFs as well as international funds.
Join New Age Alpha and VettaFi for a free educational webcast introducing a smarter way to manage portfolio risk, one that avoids forecasts, speculation, and hype.
Tech builders love a good feedback loop, and Nvidia Corp. and OpenAI have created a $100 billion one this week.
Online services have long had to contend with bot traffic, and your banking app is no exception. While most of us log on to our apps an average of two times every three days (at least according to Bank of America Corp. data), electronic intermediaries that pull data on behalf of third-party services are a lot more aggressive.
As Donald Trump unleashed his trade war, mused about annexing Canada and generally roiled global sentiment toward the US last spring, worries mounted that foreign buyers would boycott American financial products.
President Donald Trump announced a fresh round of tariffs on pharmaceuticals, heavy trucks and furniture, including a 100% duty on patented drugs unless the producer is building a manufacturing plant in the US.
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
In 2025, the U.S. dollar's image of unassailable strength is being rigorously questioned. The U.S. government budget deficit remains stubbornly elevated, hovering just north of 6% of gross domestic product (GDP), and the debt-to-GDP ratio is tracking beyond 100%.
Business owners who sponsor 401(k) and other defined contribution plans will soon be faced with another decision: whether to offer alternative-investment options among a plan’s investment options.
AI is a potential boon to healthcare companies, but business fundamentals—not the latest science—are the true test of staying power.
Our latest press release announcing that Janus Henderson, Victory Park Capital, and CNO Financial Group have formed a strategic partnership.
Medicare provides health coverage for more than 60 million individuals. Understanding the details about enrollment periods and plan coverage is critical to getting the right plan for retirement. Our Bill Cass shares the highlights of the program.
Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management can help investors maximize their wealth.
Municipal bonds, commonly referred to as “munis,” are debt securities issued by states, cities, counties, and other state governmental entities to fund public projects.
Many have said that midcap stocks are a “sweet spot” of market capitalization. They deliver both growth potential — typically associated with smaller companies — and profitability — usually seen in larger companies. To quote WisdomTree, in a recent research note, midcaps sit in the “sweet spot between innovation and maturity.”
There are growing pains associated with scaling a financial advisory business, but a way to alleviate these pains is practice management.
Clearer policy and lower rates are favorable for growth.
Active ETFs are in growth mode, but they’re still way behind their passive brethren, and narrow-use vehicles flummox investors.
Join the experts at MassMutual for an educational webcast exploring the tools and ideas available to help your practice get to the next level and scale efficiently and sustainably.
Join us for an exclusive webcast where Holmes discusses how thematic ETFs in the gold royalty and defense/AI sectors may offer advisors ways to manage risk and support portfolio resilience using smart beta 2.0 strategies in today’s volatile market.
This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.
Figma, Circle, and CoreWeave are just a few names to remind investors that the initial public offering (IPO) market is alive and kicking despite the market challenges in 2025. This opens the door into a room with IPO-focused exchange-traded funds (ETFs) that can provide niche exposure to these up and comers.
Many people are puzzled about the disconnect between how well the US economy is doing and how badly Americans feel about it.
