Resources for Today’s RIA

Market Pulse Report October 26, 2023

In this weeks edition of BX Market Pulse Report: Interest Rates and Geopolitical Risks Dominate. The rate on US 10-Year Notes Cash is King Market Breadth S&P 500 Commodites Remain Bullish Featured Model Strategy With our affordable subscription-based...

Under The Hood: October 23, 2023

In this week's edition of Under the Hood: Last year, your 60/40 portfolio failed to deliver on its potential diversification benefit because bonds fell sharply along with stocks. This has happened before and could happen again. How do you approach this problem going...

The Coming Deflation and the Impact on Asset Markets – 10-17-2023 Webinar

The Coming Deflation and the Impact on the Economy - A Webinar with TrendMacro CEO Don Luskin and Craig Cmiel of BX PartnersThis is a replay of a live webinar from 10-17-2023. Click here to download the State of the World report from the webinar. TrendMacro is an...

Direct Indexing 101: The Evolution of Direct Indexing

For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth investors or ETF manufacturers. That time is over. As technology continues to advance and investor preferences shift, direct indexing is likely to continue evolving to...

Top Findings from an RIA Survey

Watch this video to discover what top advisors are thinking about when it comes to their investments departments in 2023! For a FREE copy of this report, comment below or send an email to [email protected]! As an RIA, what are the obstacles you are facing as you...

The Top 10 Reasons to Consider Direct Indexing

Are you using Direct Indexing in your organization? Watch this quick rundown of the top 10 reasons to add direct indexing to your toolbox. 1. Compared to ETF, SMA, Fund2. Control the underlyings 3. Tax Loss Management, but also control buys and sells 4. Easier to...