Are there still situations where a mutual fund is the best solution?
ETFs currently dominate the investment fund conversation. ETFs account for a large percentage of
What is direct indexing?
Rebecca Lake takes a look at direct indexing with input from CEO, Kip Meadows.
8 Great Benefits of Mutual Funds
With so much recent attention paid to ETFs, you might be wondering if there
How to Invest Your First $1000
An article appearing in the U.S. News & World Report by Coryanne Hicks outlines nine investments
Choosing interval funds over mutual funds
In the last installment of our interval fund series, Kip Meadows, Founder & CEO
Is there a perfect scenario for starting a mutual fund, hedge fund or ETF?
There is a saying in aviation that all airplanes are compromises. If you want
Building a Watch to Tell Time – Starting a Mutual Fund
If you know you want to start a fund or ETF (want to know
What circumstances make it a good time to start a fund?
Although every situation is a little different, there are some common issues where a
Is there any seasonality in starting a fund?
âTo everything there is a seasonâ is not only a well known Tanakh passage
What are the operational differences between an open-end mutual fund and an ETF?
Operations for any investment fund are largely the same â investment decisions, reconciliation to