TLDR: Market dips aren't a reason to bail on stocks; they're a reminder to make sure you own the strongest assets. Momentum investing uses data to guide those adjustments, instead of knee-jerk…
Financial media headlines keep warning about an impending "AI bubble." Is a crash coming, or is there more to the story? In a previous episode we argued that there is no AI Bubble. Nate Tonsager, CFA,…
Market pullbacks may actually work in your favor at tax time, if your portfolio is set up to take advantage of them. That's where direct indexing comes in. It's not about trying to time the market.…
Everyone's talking about an "AI bubble." Is it real? David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM look at what the actual earnings data says — and it tells a different story than the…
Small caps ripped. Gold fell. Bitcoin argued with itself. David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down what actually drove Q2 returns — corporate earnings, not headlines — and why…
You can get a perfect workout plan and still never get in shape. The science is right there. The exercises are correct. But knowing what to do and actually doing it when you don't feel like it are two…
The SpaceX IPO may be one of the most anticipated market events of the year, but does that mean investors should rush to participate? In this episode of Off The Wall, David B. Armstrong, CFA and Nate…
Many investors see passive investing as the safest, most cost-effective way to build wealth. In this episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA challenge that…
Something big is happening in corporate America, and it's barely making headlines. In this episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down one of the most…
Most investors think their portfolio needs to "pay them" in income. In this episode of Off The Wall, Nate Tonsager, CIPM®, CFA and Dave Armstrong, CFA challenge one of the most common investing…
