We’re a father-and-son team dedicated to helping individual investors achieve financial independence through strategic dividend investing. With years of combined experience and a deep understanding of the markets, we’ve developed a straightforward yet powerful method that empowers investors like you to take control of your financial future, create a massive dividend snowball, and retire happy and free. At The Dividend Freedom Tribe, we don’t serve institutional clients or cater to Wall Street’s elite. Inste ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Raymond James Investment Management, the asset management subsidiary of Raymond James, is set to acquire a $46 billion asset manager as the seventh firm in its boutique investment management division. St. Petersburg, Fla.-based Raymond James announced Thursday that it had agreed to acquire Clark Capital Management Group, a Philadelphia-based asset manager founded in 1986 and owned by both famil ...

We’re a father-and-son team dedicated to helping individual investors achieve financial independence through strategic dividend investing. With years of combined experience and a deep understanding of the markets, we’ve developed a straightforward yet powerful method that empowers investors like you to take control of your financial future, create a massive dividend snowball, and retire happy and free. At The Dividend Freedom Tribe, we don’t serve institutional clients or cater to Wall Street’s elite. Inste ...

Core Viewpoint - The company focuses on helping individual investors achieve financial independence through strategic dividend investing, emphasizing a straightforward method that empowers investors to control their financial future [1] Group 1: Investment Strategy - The investment approach is centered around the motto "Buy Low, Sell High, Get Paid to Wait," which has proven effective in generating reliable income even during market volatility [1] - The company offers three model portfolios tailored for different investing styles: high yield, high growth, and balanced approach, all of which have outperformed the market since inception [1] Group 2: Tools and Resources - Members gain access to a comprehensive suite of tools, including in-depth analysis of 100 hand-picked dividend stocks and weekly buy/watch/sell lists to facilitate informed decision-making [1] - The proprietary DFT Charts are part of the resources provided to members, enhancing their investment insights [1] Group 3: Community and Support - The company fosters a vibrant community of dividend investors, promoting transparency and engagement, where members can learn from each other and share their investment goals [1] - Support is available for both novice and experienced investors, aiming to help them turn retirement dreams into reality [1]

Models are having a moment … and not the runway kind. More advisors are turning to third-party model portfolios in order to save time and go after wealthier clients. More than 80% of fee-based advisors now use models, a category that has roughly $8 trillion in assets. Models can free up advisors’ time for things like tax management and client meetings. Advisors who outsource spend just 10% of their time on investment management, according to Cerulli’s latest report. Less time spent crafting a portfolio me ...

Core Insights - Defined outcome ETFs are projected to grow fivefold to $334 billion in AUM by 2030 from $69 billion today, driven by increasing demand from baby boomer clients and faster home-office approvals by broker/dealers [1][2] Group 1: Market Growth Potential - Cerulli estimates an annual growth rate of 29% to 35% for defined outcome ETFs over the next five years, which is at least double the projected growth in the broader ETF market [2] - The growth is attributed to the increasing interest from advisors and their clients, particularly as baby boomers approach retirement [2][4] Group 2: Investor Preferences - Defined outcome ETFs provide downside risk protection, typically covering the first 10% to 15% of losses, making them attractive to investors nearing retirement [3] - A survey indicated that as investors age, they prioritize downside protection over market outperformance, with 61% of investors aged 50-59 and 83% of those aged 70 and above expressing this preference [4] Group 3: Advisor Considerations - Advisors appreciate the liquidity and tax efficiency of defined outcome ETFs compared to structured notes and variable annuities [5] - The use of packaged investment products like model portfolios may enhance advisors' reliance on defined outcome ETFs, allowing for customization based on clients' risk tolerance and investment horizons [5][6] Group 4: Adoption Challenges - Despite increasing inquiries from pre-retirement investors, broker/dealers and wirehouses have not widely adopted defined outcome ETFs due to their complexity compared to traditional equity ETFs [7] - The variability of outcomes based on investment timing poses additional challenges for these channels in adapting to defined outcome ETFs [7]

Core Insights - The Quantamental Investor (TQI) aims to simplify and enhance the investing experience for individuals, focusing on achieving long-term financial goals through active investing and risk management [2]. Group 1: Company Overview - TQI was established in July 2022 with a mission to make investing simple, enjoyable, and profitable for all investors [2]. - The company offers premium equity research reports on Seeking Alpha, along with a research library and performance tracker [2]. - TQI provides features such as risk-optimized model portfolios tailored to different stages of the investor lifecycle, proprietary software tools, and group chats for community engagement [2]. Group 2: Communication and Content - TQI publishes investing insights and research through various channels, including a free newsletter called TQI Tidbits, as well as on Twitter and LinkedIn [2]. - The company emphasizes the importance of proactive risk management in navigating the current asset bubble [2].

Core Insights - Sensor Unlimited is leading an investing group called Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Sensor Unlimited has a PhD in financial economics and has spent the last decade analyzing the mortgage market, commercial market, and banking industry [3] Investment Strategies - The investment group provides direct access for discussions, monthly updates on holdings, tax discussions, and ticker critiques upon request [2] - The focus is on asset allocation and ETFs related to the overall market, bonds, banking, financial sectors, and housing markets [3]

Core Insights - The company focuses on helping individual investors achieve financial independence through strategic dividend investing [1][2] - The investment strategy emphasizes a straightforward approach: "Buy Low, Sell High, Get Paid to Wait," which has proven effective in volatile markets [2] Investment Strategy - The Dividend Freedom Tribe offers three model portfolios tailored to different investing styles: high yield, high growth, and balanced approach, all of which have outperformed the market since inception [3] - Members receive exclusive analysis of 100 selected dividend stocks, along with weekly buy/watch/sell lists to aid in decision-making [3] Community and Support - The company fosters a supportive community of dividend investors, promoting transparency and engagement among members [4] - It aims to provide insights and support for both novice and experienced investors to help them achieve their retirement goals [4] Membership Benefits - Joining the Dividend Freedom Tribe grants access to a comprehensive suite of tools designed to enhance investment strategies [3] - The company encourages potential members to explore a free tier and follow their insights on platforms like SeekingAlpha [5]

Core Insights - Record-breaking inflows into U.S.-listed ETFs are reshaping capital markets, challenging the traditional influence of the Federal Reserve [2][3] - Assets in U.S. ETFs reached a record $12.19 trillion at the end of August 2024, up from $10.35 trillion at the end of 2023 [2] - Year-to-date inflows into ETFs hit $799 billion, surpassing the previous full-year record of $643 billion set in 2023 [3] ETF Market Dynamics - Investors contributed $120.65 billion to ETFs in August 2024, with significant growth concentrated among major providers [3] - iShares leads the market with $3.64 trillion in assets, followed by Vanguard at $3.52 trillion and State Street's SPDR family at $1.68 trillion, collectively controlling nearly 75% of the U.S. ETF market [3][4] - Equity ETFs attracted the largest share of inflows in August, totaling $42 billion, while fixed-income funds added $32 billion and commodity ETFs nearly $5 billion [4] Crypto-Linked ETFs - U.S.-listed spot bitcoin and ether ETFs manage over $120 billion, with BlackRock's iShares Bitcoin Trust and Fidelity's Wise Origin Bitcoin Trust leading the market [5] - Bitcoin ETFs account for more than $100 billion, representing about 4% of bitcoin's $2.1 trillion market cap, while ether ETFs contribute an additional $20 billion [5] Investment Trends - ETFs have become the preferred investment vehicle for a wide range of investors, with significant contributions coming from retirement accounts like 401(k)s [6] - A growing portion of retirement funds is directed into "target-date funds," which automatically adjust investments as savers approach retirement [7] - The "autopilot" effect leads to consistent contributions into index funds, regardless of market conditions, contributing to the upward trend in U.S. equity indexes [8]