Investment
Why target maturity funds work best for goal-based investing
- By Theodore
- . April 21, 2026
Target maturity funds (TMFs) are gaining attention again as investors look for stability amid volatile markets. These funds, which fall under passive debt mutual funds,
Pernas Research Q1 2026 Investment Letter
- By Theodore
- . April 21, 2026
da-kuk/E+ via Getty Images The Pernas Portfolio was down 6.4% in the first quarter vs. a 4.3% decline in the S&P 500. The year started
ETFs hit $21T tipping point as scale reshapes market structure
- By Theodore
- . April 21, 2026
Industry enters new phase where execution, infrastructure and scale define winners. The global ETF market is entering a new era of scale-driven transformation, with assets
ETFs, treasuries hold 12% of Bitcoin, shifting ownership from retail
- By Theodore
- . April 21, 2026
ETFs and corporate treasuries now hold 12% of Bitcoin’s total supply, while Polymarket’s Bitcoin price prediction for April 15 sits at 100% YES for hitting
Markets flat in 1 year, but these 3 equity fund categories delivered up to 20% returns – Money News
- By Theodore
- . April 21, 2026
If you felt like your mutual fund investments barely moved over the past year, you probably are among many as equity markets largely remained flat,
Why I Bonds rates are climbing as inflation heats up
- By Theodore
- . April 21, 2026
Inflation surged following start of Iran war: March CPI report Consumer prices surged in March amid the Iran war, with gasoline prices soaring and grocery
Bonds Only Modestly Weaker After New Escalation Over The Weekend
- By Theodore
- . April 21, 2026
Bonds Only Modestly Weaker After New Escalation Over The Weekend Mon, Apr 20 2026, 4:24 PM Bonds Only Modestly Weaker After New
Touchstone Funds Earn 2026 LSEG Lipper Awards for 10-Year Performance
- By Theodore
- . April 20, 2026
Touchstone Ares Credit Opportunities Fund (TARBX) and Touchstone Non-US Equity Fund (TROCX) recognized for 10-year performance in alternative credit and international equity categories CINCINNATI, April
The advantages of investment trusts
- By Theodore
- . April 20, 2026
Investment trusts are the ideal vehicle to build long-term wealth. A real-world example recently posted on LinkedIn by investment manager John Moore makes this point
Bitcoin Spot ETFs Add $996M in Third Week
- By Theodore
- . April 20, 2026
Bitcoin spot ETFs added $996.5M last week, marking a third straight week of inflows; BlackRock clients bought $906.1M in BTC. Digital asset investment products saw