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
Market update
It’s been a strong year for markets so far, but an odd one too. Non-US stocks are outperforming, and Southern Europe countries’ indices, in particular…
The 4% rule gets a boost to 4.7%
Here is my review of Bill Bengen’s new book for AdvisorPerspectives. Bengen is the founder of the “4% rule” for retirement distributions. Running his back…
Tale of two markets in 2025
In a new Citywire article, I describe how markets declined initially this year, and then rebounded hard on Trump’s tariff delays. How will the market…
Emerging Markets Bonds are hot
In my latest Citywire article, I discuss the recent winners and losers in Morningstar’s Emerging Markets Bond fund category. Foreign currency exposure has helped, and…