Investment Trends Shaping the Future in 2025
Explore key investment trends 2025, including sustainable investing and alternative assets, to help you build a resilient and forward-thinking portfolio.
Managed Account Solutions: Personalized Portfolio Management
Learn how managed account solutions offer personalized portfolio management tailored to your financial goals, providing professional oversight and strategic alignment.
Private Equity for Accredited Investors: A Complete Guide
Learn about private equity for accredited investors, including strategies, risks, and benefits, to make informed investment decisions in this comprehensive guide.
Digital Infrastructure Powering the AI Revolution
In this month’s Market Spotlight, we explore how digital infrastructure, once a rarely discussed segment of multiple sectors, is now a critical pillar of the AI era, offering both growth potential and resilience.
Utilities: Traditional Stability Meets Powering a New Age
When most people think about the US stock market, fast-moving tech giants or high-growth biotech companies flood to mind. But one of the steadiest corners of the market, Utilities, is once again drawing investor interest, due to old reasons as well as new ones. As economic conditions shift and structural tailwinds build, utilities could offer both stability and opportunity in these turbulent markets.
How We Invest: A Three-Legged Approach to Smarter Portfolio Management
In this month’s Market Spotlight, we explore why grocery stocks, often overlooked as dull during booming markets, can emerge as a source of resilience and outperformance when equity markets turn volatile.
Alternative Investments: A Practical Overview for Building Diversified Portfolios
In this month’s Market Spotlight, we explore why grocery stocks, often overlooked as dull during booming markets, can emerge as a source of resilience and outperformance when equity markets turn volatile.
Why “Boring” Grocery Store Stocks Can Shine During Market Turmoil
In this month’s Market Spotlight, we explore why grocery stocks, often overlooked as dull during booming markets, can emerge as a source of resilience and outperformance when equity markets turn volatile.
Texas-based Element Retirement and Investment Consultants becomes newest ‘Powered by Waterloo’ Advisory Team
Austin, TX— January 24, 2025— Waterloo Capital (Waterloo), an Austin-based registered investment advisor and fiduciary with $1.8 billion in assets under management (AUM), and Element Retirement and Investment Consultants (Element), a College Station, TX-based registered investment advisor consultancy, jointly announce that Element is now a ‘Powered by Waterloo’ firm. “We reached a stage in Element’s […]