Generational wealth creation in global equity markets has created unique challenges for investor portfolios. Specifically, large single-stock positions become low-cost basis assets—essentially ...

Financial advisors seeking efficient, risk-adjusted growth for clients turn to broad-based, low-cost U.S. large-cap index funds. While index funds provide broad market exposure, they do not take ...

While index funds provide broad market exposure to credit and interest rate risk, they do not take advantage of a persistent market inefficiency called the Volatility Risk Premium, which occurs due to ...