S&P 500

Advisor Upside

Advisors Weigh In on Fixed Income in Turbulent Markets

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As stocks pull back on macroeconomic fears, the bond market presents pockets of opportunity.

4 min read

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ETF Upside

New BlackRock ETF Takes Bite Out of S&P 500 Weightings

An iShares ETF caps individual holdings at 3%; it isn’t the first to skew allocations away from the largest companies.

2 min read
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ETF Upside

Where Do You Turn When Stocks and Bonds are Hurting?

With volatility rising, advisors are scrambling to find both protection and returns, but answers are scarce.

2 min read
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OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

Previous bond declines mean clients can now earn an expected return above inflation.

4 min read

Finance

Short Sellers’ Pessimism Could Be Contagious

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Traders betting against SPY, an exchange traded fund that tracks S&P 500 stocks, racked up more than $6 billion in profits this month.

1 min read

Advisor Upside

Can Gold Help Weather a Downturn? Maybe

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The precious metal has been riding high lately as equities have taken a tumble after the Trump administration’s sweeping tariffs.

1 min read

Advisor Upside

Rob Arnott on Deep Value and ‘Running Towards Lions’

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The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.

3 min read

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