Adjusted for Risk: Incorporating Macro Drivers in Investment Decisions with Katherine Krantz

Oct 03, 2023

Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.

Crypto Exchange Kraken Plans to Offer Trading in US-Listed Stocks

Sep 28, 2023

Kraken has applied with FINRA for a broker/dealer license to allow it to trade US-listed stocks and ETFs, targeting a 2024 launch.

Adjusted for Risk: Equity Hedging in Focus with Swan Global Investments' Marc Odo

Sep 26, 2023

Swan Global's Marc Odo details why financial advisors should incorporate equity hedging into client portfolios.

What Shifting Stock-Bond Correlations Mean for Your Money

Sep 14, 2023

The negative relationship of the past quarter century allowed investors to hedge equity risk effectively. That may now be changing.

Adjusted for Risk: Q2 2023 PSN Top Gun Award Winners

Sep 08, 2023

Zephyr announces the second quarter 2023 PSN Top Gun award winners.

Has ESG Gone Off the Rails?

Sep 05, 2023

What might have been a framework to encourage more ethical investing has become a bureaucratic nightmare of box ticking.

What’s the Best Method to Estimate Expected Future Returns?

Aug 22, 2023

The evidence demonstrates that we should have a healthy skepticism about the accuracy of forecasts.

Meme Stock Investors Derail Wall Street Bets on AMC Legal Fight

Aug 15, 2023

A court’s approval of an AMC's stock conversion plan last week ended a long legal tug-of-war between the movie theater chain and a small army of retail investors.

How Advisors Can Manage Portfolio Risk in a Frothy Market

Aug 10, 2023

Four ways to help clients navigate uncertainty.

To Fix Retirement Crisis, Give Every Baby $10,000

Aug 09, 2023

Most workers lack the money and time to invest enough in the stock market. The US government has plenty of both.