Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value

Published on January 3, 2025

Tuesday, February 25, 2025 | 2:00 PM ET

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Q-Ratio and Market Valuation: December 2024

January 3, 2025
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.76, down from 1.85 in November.

SEC: California RIA's 'Portfolio Shield' Performance Claim Violated Marketing Rules

January 3, 2025
Atlas Financial Advisors falsely claimed Morningstar had “verified” and “validated” the hypothetical performance of its proprietary “Portfolio Shield” strategies, according to the SEC. It is the Commission's latest enforcement action stemming from recently implemented RIA marketing rules.