ETF
Exchange-traded fund coverage, portfolio construction, and product education.
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Is It Still Okay to “T-Bill and Chill”?
In a 4% price-increasing world, does earning ~3%–4% on cash or ultra short-term money make a lot of sense anymore? Probably not.
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Curious if Autocallable Growth Works? Use the Rule of 72
Broadly speaking, most investors and advisors who have been trading for a while are well aware of the Rule of 72.
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The HALO Trade Now Has Its Own ETF
In simple terms, HALO refers to shares of companies that even AI is unlikely to ever render obsolete.
Todd Shriber -
Dividend Growth Is Not One Strategy
When strategies share a similar headline, how different are the portfolios, and what have those differences meant over time?
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India: Between Friction and Flywheel
India has become one of those markets that everyone agrees on, until they look at performance.
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Capital Efficiency for Modern Portfolios with Andrew Okrongly
Andrew Okrongly of WisdomTree explains how capital efficiency can help advisors preserve core exposure while making room for diversifiers.
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Bitcoin Indecision Highlights Advantages of Protected ETFs
That indecision puts a spotlight on the advantages of protected Bitcoin ETFs – a concept pioneered by Calamos Investments.
Todd Shriber -
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Gold Monthly: Rebounding After a Violent Drawdown
In April, gold began to recover part of its March losses, although the rebound remains incomplete.
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Preferred Stocks Are Quietly Beating Bonds in 2026—Here’s Why Advisors Should Pay Attention
Today’s somewhat elevated yields on preferred could signal opportunity with an asset class that offers clients both income and tax advantages.
Todd Shriber -
Beat the AI Hype: This Convertible ETF Gained 68% in 1 Year
Every now and then, a new ETF arrives on the market and quickly captures attention from advisors and investors.
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The Active ETF Boom Is Real: $541 Billion Says This Trend Is Just Getting Started
Will usurp their passive rivals. It’s not going to happen anytime soon, but advisors should expect the active ETF growth spurt to continue.
Todd Shriber -
The Global ETF Data Helix and Strategic Use Cases
Both established asset management firms and new industry entrants are embracing ETFs across broad beta, thematic, active, and alternative strategies.
Bill Hortz
