Headline News

Feel the Lift?

The global expansion continues to gather steam and slowly, but surely, it is making its way through to supply and prices.

Dividend is Easy to Find. Yield is Not.

An exhaustive search of “Dividend” funds leads to an interesting discovery and one that not every fund manager would want you to know.

Exclusive Q&A with Tom Clarke of William Blair – Part 1

In this exclusive interview with Tom Clarke, partner and co-portfolio manager of the William Blair Macro Allocation Fund, we discuss a range of topics including macro investing, risk management, and some of the key themes William Blair is seeing in the market today.

Riding Investment Waves For Risk Averse Investors

Bill Hortz of the Institute for Innovation Development recently sat down with Dan Darchuck, Co-Founder and CEO of Topturn Capital, an independent financial advisory firm, to discuss their investment methodology and how it relates to surfing.

The Case for Global Multi-Assets

Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, discusses the case for global multi-assets in today’s environment, why the team’s approach to global multi-asset investing is unique, and the role of such a strategy in a portfolio.

Why Litman Gregory Created a Liquid Alternatives Fund

When Ken Gregory first went looking for a liquid alternatives fund for his financial advisory clients, he had a checklist of items he wanted in a fund. When his search turned up empty, he decided to start his own fund.

Why “The Market” Is Not What You Think It Is

Don’t be fooled. The market it not what you think it is, but these five charts will help you see what potential pitfalls exist for investors.

Still Trending…

The first week of earnings reports did little to change the overall market’s trend, but we will have an even bigger week of company earnings reports this week providing more data points on the outlook for the U.S. economy.

Understanding Behavioral Portfolio Management With Dr. Thomas Howard

In this podcast Dr. Thomas Howard explains “Behavioral Investment Management” and how it is applied in the investment management systems of AthenaInvest.