This is part 1 of a multi-part series where we will deep dive into the nuances of Index Returns. This paper will provide an overview of the three primary types of index returns and their role in ...

iShares Core Dividend Growth ETF is my preferred 'vanilla' anchor for dividend growth portfolios amid 2026's macro uncertainty. DGRO's quality filter—requiring 5+ years of dividend growth and payout ...

The Global Market Index (GMI) remains on track to generate a 7%-plus annualized total return for the long-run outlook, based on data through October. This estimate of future performance has been ...

This is part 2 of a multi-part series where we deep dive into the nuances of Index Returns. This paper will provide an overview of the mechanisms of equity futures, the purpose of the equity index ...