Ed Lopez

Think you missed your chance to invest in gold? We’re here to tell you that it’s not too late. Watch this quick video to learn about gold’s benefits as a safe haven asset and how much of a portfolio to allocate to gold: https://t.co/bhkTbZpbNj

Be sure to check out this podcast, which covers why proper diversification is still underappreciated and what AI means for the future of wealth management. You can watch it here: https://t.co/0eEui3snhf https://t.co/W86ZoQNutM

With ongoing uncertainty around inflation and growth expectations, it’s a great time to hear from Morningstar’s equity research team about market trends, companies they cover, and get your questions answered live. Don’t miss it and register here: https://t.co/dncIckdrMo https://t.co/SpTBZEyByH

When tariff tensions shook the markets in February, mega-caps took the biggest hit. Meanwhile, moat stocks held up better—another reminder of the risks that come with market concentration: https://t.co/ambB9iCJi4 https://t.co/IeTXVFD2ue

Nuclear energy is gaining momentum as a key player in the clean energy transition. Here are the top nuclear energy companies shaping the future of power: https://t.co/9jo9ZBjIz1 https://t.co/3kEGb9bpby

Find out how technology, AI, and consolidation are transforming RIAs as Eric Flynn shares insights on scaling firms, offering seamless client experiences, and industry trends. Watch the podcast here: https://t.co/Zw7gd0DnjN. https://t.co/vIzEOVctAD

Get your portfolio ready with detailed insights from VanEck’s investment team about the factors driving risk and returns in their respective asset classes: https://t.co/dD0bSDHjF3. https://t.co/BLzWvZzuyY

Learn how to improve your financial health by overcoming emotional spending, identifying your non-negotiable spending habits, and setting goals-based budgeting strategies in this Trends with Benefits podcast episode. Watch it here: https://t.co/ZFs4VpaCwE https://t.co/qvsDhRshKy

What can investors expect in 2025? Jan van Eck dives into inflation risks, the U.S. deficit, the next phase of AI and opportunities in international equities that investors won’t want to miss: https://t.co/lq6lJWXgTr.

Thirteen companies rotated in and out of the Moat Index during its December quarterly rebalance. This blog includes key takeaways and details how the Moat Index is positioned following a U.S. presidential election and shifting market sentiment: https://t.co/sBJoVDzSOZ. https://t.co/8NaBfRxfaI

Understand the unique dynamics of the commodities market and the role of agricultural commodities in investors’ portfolios in the latest Trends with Benefits podcast episode: https://t.co/yLm4b4zfiL. https://t.co/MX27N1IePe

October saw mixed performance across U.S. equities. Sector allocations created headwinds for the Moat Index, while strong stock selection bolstered the SMID Moat Index. Learn more about what drove performance: https://t.co/GO0kVC8vSY https://t.co/kiW1AU1Psk

Hear about inflation regimes over time, how different types of assets function during them, and why today’s core issue is financial excess in this episode of the Trends with Benefits podcast. Watch here: https://t.co/cH5vYPvEJW https://t.co/c8nZbacWYO

Since the Fed cut rates, CLOs have outperformed IG bonds, HY bonds, and the aggregate US market. Explore more in this blog: https://t.co/QzQKufkxjr https://t.co/NPP8UiO4Tu

With market leadership concentrated in a few mega-cap stocks, an equal-weight strategy that invests through a Moat lens can help investors reduce concentration risk. Read more: https://t.co/UEsU6QuOWK https://t.co/xgKDwLp5qF

The final weeks of September underscored the benefits of floating rate exposure, as CLOs delivered positive returns despite the start of the current rate-cutting cycle, fueled by high base rates and strong technicals. Explore more in this blog: https://t.co/JiDnVjMCvQ https://t.co/v3Sf0rQtfA

Amid the noise around political and economic uncertainty, several key factors point to a more promising investment landscape than the headlines suggest. Read CEO Jan van Eck’s latest outlook here: https://t.co/Kcv9POuVWX https://t.co/uDb9znT4A9