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]

Core Viewpoint - The article emphasizes the existence of an asset bubble and presents TQI as a resource to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI, established in July 2022, aims to simplify and enhance the investing experience for all investors through active investing and risk management [1]. - The company offers premium equity research reports on Seeking Alpha, along with a research library and performance tracker [1]. - TQI provides features such as concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle, proprietary software tools, and group chats [1]. Group 2: Additional Resources - In addition to its main offerings, TQI publishes investing insights and tidbits through a free newsletter, Twitter, and LinkedIn [1].

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 handpicked 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 strategies [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 provide insights necessary for achieving retirement dreams [1]

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 realize their retirement dreams [1]

Core Viewpoint - Raymond James Investment Management is set to acquire Clark Capital Management Group, a $46 billion asset manager, as part of its strategy to expand its boutique investment management division [1][2]. Group 1: Acquisition Details - The acquisition involves Clark Capital Management Group, founded in 1986 and based in Philadelphia, which will retain its name and leadership team post-acquisition [2][3]. - The deal is expected to close in the third quarter of 2026 [2]. - Clark Capital offers multi-asset class investments, model portfolios, and mutual funds, along with a high-net-worth service team for wealth planning [2]. Group 2: Strategic Implications - This acquisition is part of Raymond James' commitment to building a leading global asset manager with a diverse range of innovative investment solutions, as stated by the Chief Operating Officer Scott Curtis [4]. - Clark Capital will join six other firms in the Raymond James Investment Management division, including Eagle Asset Management and Reams Asset Management [3]. Group 3: Leadership and Advisory - The firm is led by CEO Brendan Clark, the son of the founder and executive chairman Harry Clark [3]. - Raymond James & Associates acted as the financial advisor for the transaction, while Evercore served as the financial advisor for Clark Capital [4]. Group 4: Recent Developments - In December, Raymond James Investment Management appointed Jeff Ringdahl as president, who previously held a similar position at Summit Trail Advisors [5]. - Raymond James is listed on the New York Stock Exchange and is expected to report company earnings on January 28 [5].

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]

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].