3 ETFs for a Small-Cap Revival
Active ETFs have surged, reaching nearly $1.5 trillion in assets and $450 billion of net inflows in 2025, and Morningstar highlights three new active funds to watch: Vanguard Core Tax-Exempt Bond ETF (VCRM), T. Rowe Price Capital Appreciation Premium Income ETF (TCAL), and John Hancock Disciplined Value International Select ETF (JDVI). VCRM, run by veteran municipal managers Steven McAfee and Matthew Kiselak, uses Vanguard’s deep analyst and trading bench to identify mispriced munis and outpaced the Bloomberg Municipal Index marginally since its November 2024 inception, finishing in the top decile in 2025. TCAL brings David Giroux’s equity-picking team and a covered-call overlay to pursue income with a managed trade-off between yield and upside. JDVI, a silver-rated international value ETF with a December 2023 launch, rebounded from a weak 2024 to deliver strong 2025 results driven by European exposure and leverages a large analyst team and managers with long mutual-fund track records.
Isa Millionaires Outnumber Lottery Millionaires, New Study Claims | FT #shorts
A new Financial Times short reports that roughly 10,000 Britons now hold stocks‑and‑shares ISAs worth at least one million pounds, a figure that surpasses the number of people who have become millionaires by winning the National Lottery. The report notes that...
How To Invest Your Capital
The video introduces the "baby money soldier" metaphor, urging listeners to view each dollar as a unit that can be expanded, deployed, and protected on the path to financial independence. Co‑founder Gino Barbar outlines a three‑step framework—expand your army, deploy...
The Property Strategy Most Investors Ignore (Financial Buffers Explained) | Brett Warren
The podcast centers on a counter‑intuitive truth: successful property investors win not by hunting the perfect house, but by constructing a robust, long‑term financial strategy anchored by a solid cash buffer. Michael Yardney and Brett Warren argue that the property...
This One Money Habit Changes Everything
The video spotlights a single habit that can transform personal wealth: building a robust emergency fund. It underscores how rare this practice is—fewer than 50% of Americans can muster $1,000 for an unexpected expense, according to a recent bank survey. The...
Finally some Good News for Irish Investors!
Irish officials, led by Finance Minister Simon Harris, have hinted at a comprehensive overhaul of investment taxation, promising a new savings programme that could reshape the landscape for domestic investors. The proposal follows the modest 2026 budget adjustment that trimmed...
How the Rich Avoid Taxes
The video explains how Elon Musk, like many ultra‑rich executives, avoids income taxes by forgoing a traditional salary and receiving compensation solely in Tesla stock grants. Because the stock is treated as an asset rather than earned income, its appreciation...
Why Are Irish People so Reluctant to Invest? #stockclub
The video examines why Irish individuals remain hesitant to invest, tracing the phenomenon back to the nation’s economic history. Until the early 1990s Ireland was one of the EU’s poorer members, with virtually no household savings. The Celtic Tiger boom created...
The Third Pillar of Wealth | the Advisory
In the latest Advisory episode, Ashley Tilson of Spectrum Wealth Partners explains a growing “third pillar” of wealth—debt‑recycling strategies that let Australians move beyond the traditional reliance on mortgage repayment and superannuation. Tilson outlines how borrowers restructure their home loan into...
Adam Dawes’ Masterclass on Investing for a Wealthy Retirement
In a Livewire Markets retirement series, senior advisor Adam Dawes of Shaw & Partners explains how high‑net‑worth Australians should structure their portfolios as they transition into and through retirement. Dawes recommends a sliding asset‑allocation mix that starts around 70 % growth and 30 % defensive...
U.S. Inflation Just Spiked to 10%. No Way Out.
The video centers on the latest U.S. inflation report, which shows a 3.3% year‑over‑year increase in March and a month‑over‑month jump that, if annualized, would reach roughly 10%. The surge is largely attributed to a 21% rise in gasoline prices,...
Stay the Course: Blackstone’s Joan Solotar on Compounding in Private Markets
In a candid conversation with Livewire Markets, Blackstone’s Global Head of Private Wealth, Joan Solotar, outlined how the firm is democratizing private‑market investing for affluent individuals. Blackstone, with $1.3 trillion AUM overall and $300 billion in Private Wealth, is extending its institutional‑grade platforms—private...
How Many Rentals Do You ACTUALLY Need to Retire? (The Real Number)
The video tackles a core question for real‑estate investors: how many rental properties are truly needed to retire. Coach Chad Carson breaks the problem down by first establishing a personal Financial Independence (FI) number—an expense‑based target that varies from a...
Brandy Maben: Put SpaceX in Your Roth? Here's How the Wealthy Do It #Roth
Brandy Maben explains how both novice and affluent investors can leverage Roth accounts to maximize tax‑efficient growth. She advises young earners to allocate roughly half of their 401(k) contributions to a traditional pre‑tax option and the other half to the...
They Trusted the Wrong Advisor…
The video recounts a couple’s ordeal after hiring a young, family‑run advisory firm that promised balanced, risk‑adjusted portfolios but delivered disastrous results. The advisors ignored the clients’ low‑risk profile, churning accounts with penny stocks, forged signatures, and aggressive inverse ETFs and...
