Latest
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06:41
Why 529 Plans?
529 Savings Plans are one of the most popular ways to save for higher education and they recently got an update that makes them even more enticing to those looking to save for school. Kevin O’Leary, CFA, CFP®, one of the Senior Partners with Value Added Partners discusses the advantages of and updates to 529 Plans.
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01:07
ETF News - AXS Investments Celebrates Launch...
AXS Investments rang the NASDAQ opening bell to celebrate the success of its historic suite of eight funds. They offer the industry's first leveraged long or inverse short exposure to the daily performance of Tesla, NVIDIA, PayPal, Nike, and Pfizer. In less than seven months of trading, this suite has gathered more than $200 million in assets, led largely by the Tesla Bear Daily ETF, TSLQ.
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07:49
Meet the RIA: Carson Group
Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning & Advanced Solutions at Carson Group, shares more about the top RIA’s philosophy and how their approach differs from other firms.
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01:01
Raymond James CIO Expects Mild Recession But...
Raymond James Chief Investment Officer Larry Adam is forecasting that the Fed will have to deal with a very mild recession. He tells Bloomberg how he sees the contraction playing out and why he says don’t expect rate cuts anytime soon.
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07:20
The ETF Show - Q1 Trends, Buffer ETFs,...
Bloomberg Intelligence ETF Research Analyst, James Seyffart, CFA, CAIA, discusses ETF trends from the first quarter of the year, the increasing profile of Buffer ETFs, and what to look out for the rest of the year.
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06:38
The ETF Show - The Benefits of Mid-Caps In...
Todd Mathias, CFA, Vice President, Head of U.S. ETF Product Strategy & Development discusses the benefits of including mid-caps can play in a recession recovery market and Franklin Templeton’s Franklin U.S. Mid-Cap Multi-factor Index ETF, ticker FLQM.
