News•Mar 1, 2026
Calamos Market Neutral Income Strategy Q4 2025 Commentary
Calamos Market Neutral Income Strategy posted a 1.53% net return in Q4 2025, beating the Bloomberg US Government/Credit Bond Index’s 0.90% gain. The fund’s performance was driven by a strong hedged‑equity book and continued arbitrage activity, even as SPAC arbitrage opportunities narrowed. Convertible bond issuance reached a record $119 billion in 2025, providing ample arbitrage prospects. Management projects 2026 convertible issuance to settle between $70‑$90 billion, sustaining the strategy’s edge.
By Seeking Alpha — Site feed
News•Mar 1, 2026
Bitcoin Losing Trillions in Value Hasn't Stopped Traditional Giants' Interest in Digital Assets Sector
At the iConnections conference in Miami, the sentiment among large allocators toward digital assets has shifted from skepticism to acceptance, with more than 75 crypto funds and roughly 750 manager‑allocator meetings mirroring pre‑crash activity. Nearly 25% of limited partners on...
By CoinDesk
News•Mar 1, 2026
3 Luxury Purchases You May End Up Regretting
The article warns that splurging on luxury items such as high‑end cars, oversized homes, and exclusive club memberships can quickly erode savings and hinder long‑term financial goals. It outlines how each purchase brings hidden costs—depreciation, maintenance, insurance, taxes, and lack...
By Money.com
News•Mar 1, 2026
‘Why You Should Mix Bitcoin and Gold’
The piece advocates pairing Bitcoin with gold through the Bold index, a risk‑weighted, monthly‑rebalanced strategy that exploits their low correlation. Bitcoin is currently deeply oversold while gold enjoys strong bullish momentum, creating a diversification opportunity. Bold is offered as the...
By MoneyWeek – All
News•Feb 28, 2026
Bitcoin’s Self Custody Culture Created an Inheritance Time Bomb, and 2026 May Be when It Starts Detonating
Bitcoin’s self‑custody model is now confronting an inheritance crisis as early adopters age, creating a single‑point‑of‑failure that could lock away multigenerational wealth. A Gannett Trust report flags 2026 as the year holders will begin formalizing succession plans to avoid permanent...
By CryptoSlate
News•Feb 28, 2026
Robert Kiyosaki Says the ‘Biggest Crash in History’ Is About to Hit — Warns Millions Could Lose Everything
Robert Kiyosaki warned on X that the “biggest crash in history” is about to hit, affecting global markets, jobs, and real estate. He cites geopolitical tensions, tariff uncertainties, and AI‑driven job displacement as catalysts, echoing concerns from U.S. Bank wealth...
By Yahoo Finance – Finance News
News•Feb 28, 2026
Everything You Need to Know About Roth IRAs in 2026
Roth IRAs let individuals contribute after‑tax dollars and withdraw earnings tax‑free in retirement. For 2026 the contribution cap is $7,500 ($8,600 for those 50+) and eligibility phases out between $153,000‑$168,000 for single filers and $242,000‑$252,000 for married couples. Unlike traditional...
By Money.com
News•Feb 28, 2026
Continuation Funds: What They Are and Why They Matter
Continuation funds are new private‑equity vehicles that let general partners transfer one or more portfolio companies into a separate fund, extending the holding period beyond the typical ten‑year life. They give limited partners a choice to cash out or roll...
By Advisor Perspectives
News•Feb 27, 2026
DOL Moves to Undo Stricter Independence Test for Brokers
The Department of Labor has issued a proposal that would replace the Biden‑era “totality of the circumstances” test with a simpler “economic reality” test for determining independent‑contractor status. The change is aimed at easing the classification process for brokerage advisors,...
By Financial Planning (Arizent)
News•Feb 27, 2026
Do You Have to Report Inheritance on Your Taxes? Rules for Beneficiaries
Beneficiaries generally do not report an inheritance as income on their federal tax return, but any income the inherited assets generate—such as interest, dividends, rent, or distributions—must be reported. Cash, stocks, bonds, real estate, and retirement accounts each have distinct...
By SmartAsset – Blog
News•Feb 27, 2026
Private Markets in 401(k)s Face Major Liquidity Challenges: Morningstar
Morningstar’s new research shows that liquidity, not performance, is the primary obstacle for private‑equity and credit products in 401(k) plans. Simulations using real participant data reveal that even modest redemption flows can exhaust liquidity buffers, forcing managers to allocate up...
By Financial Planning (Arizent)
News•Feb 27, 2026
Tax Implications of Adding a Spouse to a Deed: Rules and Tips
Adding a spouse to a property deed is a common estate‑planning move that changes legal ownership without necessarily triggering immediate federal income tax. The transfer is generally treated as a gift, but the unlimited marital deduction shields U.S. citizen spouses...
By SmartAsset – Blog
News•Feb 27, 2026
5 Investments That Can Add Income After You Retire
The article outlines five key investments—dividend‑paying stocks, bonds, annuities, Treasury‑linked instruments, and income‑focused funds—that can generate reliable cash flow for retirees. It recommends a balanced allocation of roughly 35‑45% fixed income, 30‑40% equities, 10‑15% cash, and 5‑15% alternatives to manage...
By SmartAsset – Blog
News•Feb 27, 2026
Why States With No Income Tax Aren’t as Affordable as They Seem
Nine U.S. states—Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming—lack a personal income tax, but they often offset that loss with higher property, sales, and insurance costs. Homeowners in Florida face the nation’s most expensive insurance...
By Money.com
News•Feb 27, 2026
Investors Double Down on Robotics: ROBO Sees $225M Flow Surge
Investors are pouring money into the ROBO Global Robotics and Automation Index ETF as the rise of “physical AI” expands the addressable market for intelligent hardware. Assets under management jumped to $1.7 billion, driven by a $452 million year‑to‑date inflow, with $255 million...
By ETF Trends (VettaFi)