Showing 37 to 41 of 41 results
Bitcoin ETFs Surpass \$100 Billion in Assets, Despite Advisor Caution
Spot bitcoin exchange-traded funds (ETFs) surpassed \$100 billion in assets under management by December 2024, marking a record-breaking launch despite advisor caution and market volatility, fueled in part by incoming pro-crypto policies; 59% of financial advisors are not discussing crypto with clie...
Bitcoin ETFs Surpass \$100 Billion in Assets, Despite Advisor Caution
Spot bitcoin exchange-traded funds (ETFs) surpassed \$100 billion in assets under management by December 2024, marking a record-breaking launch despite advisor caution and market volatility, fueled in part by incoming pro-crypto policies; 59% of financial advisors are not discussing crypto with clie...
Progress
40% Bias Score
Mean Reversion: A More Accurate Approach to Retirement Planning
Scott Bondurant of Bondurant Investment Advisory explains mean reversion in financial planning, contrasting it with the random walk theory and highlighting its implications for retirement portfolios, particularly the potential benefits of higher equity allocations despite short-term volatility.
Mean Reversion: A More Accurate Approach to Retirement Planning
Scott Bondurant of Bondurant Investment Advisory explains mean reversion in financial planning, contrasting it with the random walk theory and highlighting its implications for retirement portfolios, particularly the potential benefits of higher equity allocations despite short-term volatility.
Progress
48% Bias Score
U.S. and Canadian Stock Portfolio Updates
Updated U.S. and Canadian stock portfolios are presented, along with cautions about market unpredictability and the importance of thorough research.
U.S. and Canadian Stock Portfolio Updates
Updated U.S. and Canadian stock portfolios are presented, along with cautions about market unpredictability and the importance of thorough research.
Progress
24% Bias Score
Tax-Loss Harvesting Opportunities Amid Strong US Market Performance
Due to the U.S. market's 25%+ year-to-date gain through mid-December 2024, investors with taxable accounts can use tax-loss harvesting in underperforming sectors like long-term bonds and various individual stocks to offset capital gains, potentially saving on taxes, and optimize their portfolios.
Tax-Loss Harvesting Opportunities Amid Strong US Market Performance
Due to the U.S. market's 25%+ year-to-date gain through mid-December 2024, investors with taxable accounts can use tax-loss harvesting in underperforming sectors like long-term bonds and various individual stocks to offset capital gains, potentially saving on taxes, and optimize their portfolios.
Progress
32% Bias Score
CT UK High Income Trust Outperforms Benchmark Amidst New Management
The CT UK High Income investment trust, managed by David Moss since July 2022, reported 9.4% share price returns in the six months to September, exceeding its benchmark and aiming for increased income and capital growth despite past underperformance.
CT UK High Income Trust Outperforms Benchmark Amidst New Management
The CT UK High Income investment trust, managed by David Moss since July 2022, reported 9.4% share price returns in the six months to September, exceeding its benchmark and aiming for increased income and capital growth despite past underperformance.
Progress
8% Bias Score
Showing 37 to 41 of 41 results