Dog Days Ahead

Published on June 20, 2025

The U.S. economy is growing accustomed to elevated uncertainty.

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Advisors Increase Their Bitcoin Exposure in Q1 2025

June 20, 2025
CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends. While institutional investors decreased their holdings for the first time since spot bitcoin ETFs launched, advisors actually increased their exposure quarter-over-quarter.

529 Plans vs. Indexed Universal Life (IUL) Insurance

June 20, 2025
When planning for future financial needs, take the time to understand the key differences between a 529 plan vs. IUL insurance. Both are valuable tools, but they serve different purposes and offer unique benefits.