New York RIA brings its proprietary quantitative equity framework to a wider qualified-client audience through a portfolio manager marketplace NEW YORK — May 15, 2026
Core Equity Alpha is a systematic, equal-weighted equity strategy that selects holdings by a composite rank blending growth, value, and quality factors. Each month
Short- and long-term interest rates are diverging Long-term interest rates are rising, while short-term rates remain stable. This is an unusual situation since interest rates
Direct indexing stops making tax losses eventually, leaving hundreds of stocks and ongoing fees. Here are six ways to unwind direct indexing.
Core Equity Alpha is a systematic, equal-weighted equity strategy that selects holdings by a composite rank blending growth, value, and quality factors. Each month the
Key takeaways Investing buys productive assets that pay you for owning them. Gambling wagers money on outcomes with a built-in house edge. Speculative products are
Trump accounts come with free money and a tax surprise at college time. See how Section 530A accounts work and where they fit in your plan.
“Your age in bonds” sounds easy, but this rule ignores the economy, valuations, and your life. Learn how to actually set your allocations.
Core Equity Alpha is a systematic, equal-weighted equity strategy that selects holdings by a composite rank blending growth, value, and quality. Each month the portfolio
Key takeaways New York muni bonds can be exempt from federal, state, and city tax, so a national muni fund may quietly cost more in
Through Magnifina, nonprofit endowments own stocks directly, gaining ethical screening, proxy voting rights, diversification, and reduced concentration risk. NEW YORK CITY, NY — June 17,
