As of August 2025, more than $5.5 billion in net flows into industrial ETFs, with 88% going into funds labeled “defense,” signals a pivotal shift in equity allocations amid rising global security ...

In its latest quarter, Casey’s delivered standout results, including 19% EPS growth and robust same-store sales, by quietly deploying AI to optimize operations across food, fuel and labor. While ...

The market shock on April 2, 2025, “Liberation Day,” highlighted the need for year-round tax-loss harvesting, not just year-end maneuvers, as volatility can strike at any time. Adhesion’s tax-aware ...

In a 2025 market dominated by tariff and inflation concerns, mid-caps have preserved profit margins near 30-year medians, highlighting their operational adaptability. While AI headlines center on ...

Treasury yields fell sharply following a softer August jobs report, with the U.S. 2-year treasury now fully pricing in three Fed rate cuts. While the Fed is likely to cut rates in September, the ...

AI is no longer just a disruptor but a defining force across industries, forcing companies to integrate or risk obsolescence. Global investment themes are shifting toward infrastructure, cybersecurity ...

The return data in the text that follows was through April 1, 2025, the day before the recent round of tariff announcements and reactions, touted as 'Liberation Day.' Markets have been volatile, and ...

Dividends: Quality-Growth or High-Yielding? WisdomTree has been managing a suite of developed international dividend-oriented equity strategies for a long time. Similar to how the MSCI EAFE Growth and ...

Artificial intelligence (AI) is no longer a futuristic add-on but a critical cost-avoidance tool, with companies prioritizing AI investments over hiring to enhance efficiency and scalability. From ...

We have over-weight allocations to equities relative to bonds and see several reasons to remain bullish on large-cap U.S. stocks: a resilient labor market, a continued disinflationary trend, AI ...

Capital gains are profits from the sale of assets like stocks or ETFs and are subject to taxes. Mutual funds generate capital gains through active management, rebalancing or redemption. Those capital ...

The bitcoin halving event in April 2024 reduced the block reward for miners, which is expected to increase bitcoin’s price over time due to reduced supply and steady demand. Miners face revenue ...