The investment industry is entering the final phase of the death of traditional mutual funds with the redeem-at-distributor-only model. What makes us assert this? At the end of November, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share class within a single fund structure, following the expiration of Vanguard’s … Read more
Weekly Market Recap – Week Ending November 28, 2025 Market action during Thanksgiving week delivered a broad-based rebound across U.S. equities. Nearly every ETF in our coverage list finished higher, led by strong gains in small caps (VB +3.64%), consumer discretionary (XLY +3.48%), and materials (XLB +3.33%). Large-cap growth also participated, with QQQM rising 2.31% … Read more
Weekly Market Recap – Week Ending November 14, 2025 The past week saw a clear defensive tilt across major ETFs, with only a handful of pockets showing resilience. Utilities, consumer staples, and select dividend strategies managed modest gains, while growth-heavy benchmarks such as QQQM and technology-sector ETFs slipped more than 2%. At the individual-stock level, … Read more