Weekly Market Recap – Week Ending December 19, 2025 U.S. equity markets continued to exhibit late-December cross-currents as investors balanced concerns around valuation in mega-cap technology and utilities against seasonal strength and improving breadth. While early-month weakness in large-cap growth persisted through mid-December, the final trading days of the week saw selective rebounds, particularly in … Read more
The vast majority of asset management companies today use model portfolios. Model portfolios, which surged to a record $7.7 trillion in assets in early 2025, offer a way for advisors to outsource portfolio construction and rebalancing. The proliferation of model portfolio construction for different client profiles is a growing trend driven by efficiency, scalability, and … 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
The Finance Sector is ranked as #3 among the 15 we cover for year-ahead returns by the ValuEngine forecast model. Finance sector stocks and ETFs along with the previously profiled utilities sector are generally perceived as stodgy stocks that are most commonly bought by older investors for dividend yield. However, that has not been true … Read more