Recent

Mar. 20, 2025

The Volatility Thermostat: Dynamically Managing Risk with WEBs’ DVQQ ETF

The DVQQ ETF from WEBs and Westwood represents a breakthrough in volatility management, offering advisors a sophisticated yet intuitive solution for client portfolios. By dynamically adjusting Nasdaq 100 exposure based on real-time volatility levels, the strategy aims to keep investors fully engaged during market calm while providing a smoother ride through turbulence—potentially solving one of investing’s most persistent behavioral challenges.

Mar. 14, 2025

Beyond Bonds: How Innovator’s BALT ETF Offers Hedged Equity Exposure for Investors Seeking an Alternative to Fixed Income

Traditional bonds have struggled to provide the stability investors expect, leaving advisors searching for alternatives. Innovator’s Defined Wealth Shield ETF (BALT) offers a compelling solution by combining equity market participation with a targeted 20% quarterly buffer. This structure and its built-in tax efficiencies aim to help advisor manage volatility and rethink the role of fixed income in modern portfolios.

Mar. 14, 2025

Cullen’s DIVP: Rethinking Covered Call ETFs

Cullen Capital Management brings four decades of value investing expertise to the ETF space with DIVP, offering advisors a covered call strategy that balances value investing, tax-efficient income generation, and growth potential through selective option writing on individual stocks rather than broad indices.