Research
White papers, charts, studies, and research-backed advisor resources.
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Why the Wealthy Never Invest Like Retail Investors
A little U.S. large cap. A little international. Some bonds. Maybe a tactical sleeve that somehow still owns the same seven stocks as everything else.
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What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure
If you want a single indicator of how fast this industry is moving, just look at the chip sector.
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The AI Bubble Warning Wall Street Doesn’t Want to Hear
Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
Michael P. Lebowitz -
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.
More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
Todd Shriber -
Stocks Rally as Inflation Reignites: What Advisors Need to Watch Now
After a volatile first quarter, equity markets have shown welcome resilience, with returns improving meaningfully through April and into May.
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Orbital Compute Networks Emerge as Long-Term AI Infrastructure Theme
AI is driving a new infrastructure race for power and compute. Could space-based data centres be the next frontier for investors and technology?
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The Third Engine of Portfolio Diversification
In racing, and investing, the goal is not simply to go fast. It is to stay balanced enough to see investor financial plans through the finish line!
Matt Gentzkow -
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Buffett Cash Hoard: Why $397 Billion Sits On The Sidelines
It earned roughly four to five percent in Treasury bills while the S&P 500 ripped through three of its best consecutive years in modern history.
Lance Roberts -
AI Turned Taiwan Into Most Dangerous Economic Flashpoint on Earth
It’s a helpful framework for understanding markets and geopolitics, and right now, there’s no better place to apply it than Taiwan.
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Initial Jobless Claims Just Hit Their Lowest Level Since 1969—What It Means for Markets Now
Weekly Initial claims for unemployment insurance collected by the Department of Labor are one of the most timely datapoints ...
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Micaela Barraza | The Work Behind Scalable Advisor Tech
Nitrogen COO Micaela Barraza discusses the operational work behind scaling advisor technology and maintaining a consistent advisor experience.
PowerAdvice Media Group -
The Hidden Market Signals Driving Stocks Right Now
The stock market hit new highs again this week as earnings rose, oil fell, and rates retreated.
David Waddell
