Income Investing - September 16, 2025 The ABCs of CEFs: What You Need to Know About Closed-end Funds Closed-end funds (CEFs) are launched with a fixed number of shares to raise an initial lump of capital, then close once all the shares Read Article
AI & Deep Learning, Impact Investing - September 3, 2025 AI in the Defense Industry Artificial intelligence is in our homes, our workplaces, and our schools. It’s in our entertainment, our transportation, and our communications. And over the past Read Article
Structured Outcome - August 29, 2025 Sell in May and Go Away? “Sell in May and go away, come back on St. Leger’s Day.” It’s an old adage encouraging investors to sell their stocks in May Read Article
Income Investing - August 27, 2025 Where are all the Dividends? The year is 1999. Markets are awash with talk of the dot com boom. Tech companies are raging forward at breakneck speed. Growth is Read Article
Structured Outcome - August 13, 2025 Tariffs vs. AI: A Tale of Two Economies It is the best of times, it is the worst of times, it is the age of artificial intelligence, it is the age of Read Article
Structured Outcome - August 12, 2025 Unlocking Modern Outcomes with the Defined Outcome Revolution Unlocking Modern Outcomes with the Defined Outcome Revolution During a recent visit to New York City with Asset TV, Mike Loukas, Principal and CEO Read Article