My new Citywire ProBuyer article on Rob Arnott starting a new smart beta revolution:
New article on Will Danoff retiring
My new article for Citywire ProBuyer shows the Fidelity Contrafund (FCNTX) manager beat the S&P 500 and the Russell 1000 Growth indeces over the course…
Citywire article: best and worst active ETFs for 2025
My latest article here:
Gold video
What’s making gold go higher, and can you still buy it?
Systematic Trend: A Good Diversifier?
Here is my overview of Morningstar’s Systematic Trend fund category for Citywire ProBuyer. Systematic Trend or managed futures funds can be good diversifiers when stocks…
Active ETFs Growing
Here is a new article for AdvisorPerspectives on active ETFs. The ETF structure is a good choice for active management because of its tax efficiency.
How to chaos-proof your portfolio
My latest article on managed futures strategies using momentum to deliver something that has not correlated with stocks and bonds.
Mindful Advisory mentioned in MarketWatch article on REITs
Brett Arends at MarketWatch mentions Mindful Advisory, LLC in an article on REITs. They appear fairly valued by their historical standard, but that may be…
New video
New edition of Driving Returns where I discuss my new review of Bill Bengen’s book updating the “4%” rule and a quick markets update