Bill Cara

Help You Invest

My approach to ETF-based model portfolios

For personal productivity reasons, many financial advisors have in recent years turned to ETF-based model portfolios to serve client needs. Recently I decided to do the same and investigated a few independently organized and managed services that are popular. For reasons of inability to intervene at times that I believe an

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June 1-5, 2020: Interventionist Week

We all agree that this was an amazing week in capital markets, but can we agree on what is happening? I will leave my comments, for now, so let’s start with the economic data from around the world because many of you believe that the ending of global COVID-19 lockdown

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