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C8 Bulletin:  Power of Combination with IVI

BY JON WEBB
One of the big advantages of direct indexing with C8 is the ability to efficiently combine investment approaches on our platform, C8 Studio. A perfect example is the recent launch of a new index by one of our providers, IVI Capital. Read more →

MI2 Partners: Thoughts From The Divide: Blame Game – 11th April

BY JON WEBB
While many love rollercoasters, the consensus in the office is that we have aged out, proving that you really can’t please all of the people all of the time. And so it was with “Liberation Day”. For market folk, the glass was clearly half-empty and investors seemed conflicted about their “liberation”: from close April 2nd to close April 8th, the S&P500 fell around 12%. Scott Bessent seemed nonplussed, repeating some stats about the distribution of stock ownership among Americans (hint: 50% of people don’t have any). It turns out the Tree of Liberty doesn’t only need periodic infusions of the blood of patriots and tyrants: it also swallows 401k gains. Read more →

NDR Fixed Income Allocation Strategy December 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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