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 October 10, 2025 Markets endured a turbulent week as global equities faced renewed volatility driven by escalating U.S.–China trade tensions. Gold surged to record highs while major U.S. and international equity benchmarks declined sharply. Free Trial: Research on over 5,000 stocks and 700 ETFs HERE In the below table we … 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