Can You Hedge a Stock Market Crash with an ETF?

The biggest stock market crashes of the 21st century are still etched into investors’ brains—the early 2000s Dot-Com bubble, the 2008 Financial Crisis, and the 2020 Coronavirus pandemic each rattled markets and our daily lives in unique ways. It seems that at any given moment, there are a number of reasons to expect a pull-back … Continued

White Paper: What’s the Optimal Rebalancing Strategy?

Portfolio rebalancing is the practice of realigning a portfolio’s actual allocations with the allocation percentages that were originally intended by the advisor and their client. The problem: rebalancing can negatively impact performance in pursuit of risk controls, and it’s unclear which is the optimal rebalancing frequency. Which strategy is best for managing risk and maximizing … Continued