facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

THE LATEST FROM THE

Keep It Simple Blog

Sign Up to Receive the Newsletter


June 2023 ETF Investment Flows Thumbnail

June 2023 ETF Investment Flows

Discover the latest trends in ETF investments for June. I explore the winners, losers, and noteworthy returns that shaped the market. Equities, particularly those linked to the S&P 500, stole the spotlight, attracting over $18 billion in flows. Fixed income remains the year's frontrunner, outpacing equities by approximately $15 billion. Short duration fixed income experienced a decline as investors showed a clear preference for equities driven by FOMO. Carbon offset funds and crypto-based ETFs delivered impressive returns, highlighting emerging opportunities in these sectors.

Read More
Retirement and Estate Planning: A Comprehensive Guide for a Smooth Transition Thumbnail

Retirement and Estate Planning: A Comprehensive Guide for a Smooth Transition

Ensure a smooth transition into retirement with this comprehensive guide on retirement and estate planning. Learn the purpose and benefits of estate planning, explore essential documents, and discover strategies for protecting assets. Identify your estate planning goals and consider legacy planning and long-term care. Regularly review and update your plan to align with changing circumstances. Seek personalized advice from professionals for a well-prepared retirement and estate plan that secures your financial future and leaves a lasting legacy.

Read More
May 2023 Private Performance Thumbnail

May 2023 Private Performance

Discover the impressive May performance numbers and our newest private investment option, the iDirect Private Markets Fund. Curated by iCapital, this fund provides access to renowned private equity powerhouses Vista Equity Partners, Warburg Pincus, and KKR. Explore the true access to exclusive assets unavailable in the public market space. Despite a slight dip for Nuveen GCR, our private REITs and credit funds showcased strong performance. Achieve balance in your portfolio construction by capitalizing on public market gains while incorporating private investments. Let's discuss how this strategy can support your financial goals.

Read More
Friday Flows: May ETF Investment Flows Thumbnail

Friday Flows: May ETF Investment Flows

Discover the latest investment trends and insights in our Friday Flows: March ETF Investment video. Dive into the winners and losers, including the surge in Fixed Income and high yield bonds, challenges faced by the financials and energy sectors, and the rise of cryptocurrency and Bitcoin investments. Don't miss our analysis on the impact of natural gas ETFs and the surprising performance of sugar. Stay informed on investment opportunities and trends with our comprehensive analysis.

Read More
April 2023 Private Performance Thumbnail

April 2023 Private Performance

Discover the latest performance numbers and exciting updates to our portfolio. Private REITs experienced a strong rebound in April, following a challenging month in March. Meanwhile, the private credit sector has been thriving, fully realizing interest rate gains over the past year.

Read More
Friday Flows:  April ETF Investment Flows Thumbnail

Friday Flows: April ETF Investment Flows

Discover the latest investment trends with our Friday Flows update. In April, investors reacted to Federal Reserve actions, leading to big moves in fixed income and duration. While some opted for the all-or-nothing approach, balanced portfolios regained their appeal.

Read More