Discover why understanding return distributions, statistical rigor, and power law dynamics in private investments is essential for financial advisors seeking to optimize portfolio performance and make data-driven allocation decisions beyond simple averages
Ryan Nauman interviews Manju Boraiah on how advisors add value through household-level goal and tax coordination, while the key unsolved challenge is “aggregation without integration.”
Mackay Municipal Managers’ Kazatsky on why municipal bonds—tax-exempt and taxable—are often overlooked yet attractive in today’s uncertain macro and rate environment.
Ryan Nauman sits down with Tortoise Capital’s Mark Marifian to discuss why energy belongs in portfolios, rising AI/data-center power demand, and oil’s impact.
Cyber Hornet ETFs CEO Mike Willis, explains his shift from trying to beat the S&P 500 through active management to using it as a core holding complemented by a crypto “kicker”.
Discover how returns-based style analysis (RBSA) helps financial advisors build diversified portfolios by analyzing fund behavior rather than holdings, ensuring optimal asset allocation and manager selection for client success
Sal Esposito of Zacks Investment Management on why equity markets may be in an AI “prove it” year that refocuses stock selection on fundamentals.
Edison Byzyka on how he defines investment risk, key risks in overestimating AI CapEx, concentrated markets, and is it time to rethink bonds.
