Ritholtz Wealth Launches Equity SMA With Franklin Templeton

Published on May 12, 2026

The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.

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Free Cash Flow Investing: Why VFLO Holds Merck Amid Healthcare Headwinds

May 12, 2026
In the current market, broad healthcare exposure means navigating relentless regulatory pressure and drug-pricing reform, a combination that can erode returns quickly. To find true value in this challenging macro environment, investors are increasingly turning to cash as the ultimate truth-teller, specifically, free cash flow (FCF).

Dispelling the Green Investment Myth

May 12, 2026
New research shows that values-aligned investing isn't a fringe movement—and it never was about values alone.