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🛡️ In 2022, 3EDGE's Conservative strategy fell just 3.5% while 7–10 year Treasuries dropped roughly 15%, and it did it without leaning on long-duration bonds.💬 Quick question before you watch: what's replacing core bonds in your client portfolios right now? Drop it below 👇Revisor's Landon Jones and Ethan Dunbar welcome Fritz Folts of 3EDGE Asset Management ($2.8B AUM), now live on the Revisor platform. Fritz breaks down:📊 Conservative, Total Return, Growth & Income Plus, and where each fits🥇 Why gold is a foundational (not speculative) holding⚠️ The hidden risks in buffered ETFs and structured notes💡 How ETF-built portfolios solve the "small account problem"📁 Fact sheets are already on the Revisor advisor portal.#Revisor #3EDGE #PartnerSpotlight #RIATech #WealthManagementTech #LiquidAlternatives #BondAlternatives #MultiAssetInvesting #ETFStrategy #GoldInvesting #ModelPortfolios #FinancialAdvisors #InvestmentStrategy #FinancialMarkets #MarketAnalysis
🚨 The Fed just hiked rates — and long-term yields fell. That's not supposed to happen, and it tells you everything about the market's read on Chair Warsh's credibility. Ethan Dunbar breaks down the September FOMC decision: the first 25bps hike since 2023, an initially negative equity reaction that flipped sharply positive, and why the real story isn't the fed funds rate the President wants cut to 1% — it's the 30-year, now down to 5.3%, and the 10-year, drifting below 5%. 📉We dig into what a hard 2% inflation target (versus the old "average inflation" framework) means for bonds, stocks, and the K-shaped economy hitting Main Street. Plus: why fixed income has struggled all year (AGG -1.3% YTD) even as the S&P pushes toward +12%. 📈💬 Comment: Do you think Warsh's Fed sticks the landing on 2%?👍 Like and share this with an advisor who needs this rate read.#Revisor #FedPolicy #RIATech #InvestmentStrategy #MarketAnalysis #FinancialMarkets #TreasuryYields #FixedIncome #InflationTarget #FOMC #WealthManagementTech #InterestRates #RIA #BondMarket
🎯 The surprising part isn't the returns — it's that Alpha Vee removes the guesswork entirely. In this Meet the Manager episode, Revisor's Landon Jones (President) and Ethan Dunbar (Chief Investment Officer) sit down with Alpha Vee Solutions' Leigh Eichel (Co-Founder & CEO) to unpack how a rules-based, risk-managed strategy shop built on a live universe of 45,000+ global securities actually works.📊 We cover the 4-step Define → Rank → Construct → Rebalance process, how market, inflation, and sector risk get handled with three distinct mechanisms (not one static hedge), and why 8 of Alpha Vee's 35 model strategies are now live on Revisor — with full audit reports, Morningstar/Bloomberg IDs, and direct indexing/tax overlay delivery.💬 Advisors: what's the #1 thing you check before adding a new SMA manager to your platform? Drop it below.🔁 Know an advisor evaluating model portfolios? Share this one.#Revisor #WeeklyRebalance #MeetTheManager #AlphaVee #RIATech #DirectIndexing #SMA #ModelPortfolios #RiskManagedInvesting #WealthManagementTech #FactorInvesting #PortfolioConstruction #InvestmentStrategy #FinancialMarkets #MarketAnalysis
🚨 Surprising twist: the market breadth everyone's been waiting for might finally be here — and the bond market is throwing a tantrum about it. We're back from a summer hiatus and diving straight into a stacked episode! 📊 First, we break down why Russell 2000 and Emerging Markets are up ~20% YTD, why the equal-weight S&P is finally beating the market-cap version, and why forward P/E cooling to 19.6x is actually a healthy sign. 🏦 Then we go deep on the "new Fed" — Chairman Warsh's ultra-short, 130-word statement, the historic 30-year Treasury spike, and a fascinating parallel to Greenspan's early Fed years. Plus: the case for and against Warsh's approach across credibility, volatility, independence, and inflation. 🎷 Bonus: a surprising Greenspan trivia fact you won't see coming!
💬 Comment below: Do you think less Fed guidance helps or hurts markets?
📲 Enjoying the show? Share this episode with a fellow advisor or investor!
#Revisor #WeeklyRebalance #RIATech #FederalReserve #KevinWarsh #BondMarket #TreasuryYields #MarketAnalysis #InvestmentStrategy #FinancialMarkets #WealthManagementTech #EquityMarkets #InflationWatch #SmallCapStocks #MacroEconomics
Introducing the REVISOR x Grainfield partnership — and a new way to access farmland investing.In this webinar, REVISOR and Grainfield Capital break down why Midwest farmland is emerging as one of the most compelling alternative asset classes today—offering strong risk-adjusted returns, low volatility, and powerful diversification benefits.🌱 What You’ll Learn:- Why farmland has historically delivered equity-like returns with lower volatility- How farmland acts as a true inflation hedgeThe role of farmland as a non-correlated asset in modern portfolios- Where farmland returns actually come from (income + appreciation)- Key macro trends: population growth, food demand, and shrinking farmland supply- How Grainfield sources and improves farmland through a value-add strategy- How investors can access farmland without buying and managing land directly💡 Key Insight:Unlike traditional assets that often move together during market stress, farmland has historically “zigged when others zag”—providing stability when investors need it most.🏡 About Grainfield CapitalGrainfield Capital focuses on acquiring and actively managing high-quality Midwest farmland, leveraging deep operator networks and a value-add approach to drive long-term returns.🤝 About REVISORREVISOR partners with advisors to provide institutional-quality investment access and operational infrastructure, helping deliver differentiated solutions to clients.📩 Learn MoreIf you’d like more information about this strategy or partnership, feel free to reach out to the REVISOR team.
Is AI momentum fading? Is value finally back? And what happens if the S&P reverts from 23x earnings to 18x?In this special webinar, we announce our official partnership with Zacks Investment Management, now live on the Revisor platform — and dive deep into the macro forces shaping markets in 2026.We discuss:• AI capex and monetization risks• Why free cash flow matters more than hype• Growth vs. value rotation• Financials and cyclicals positioning• The 10-year Treasury vs Fed rate cuts• Market “anomalies” and earnings revisions• Zacks SMA & ETF model strategies now available on RevisorThis is more than a partnership announcement — it’s a forward-looking discussion on where institutional managers see opportunity.If you’re an advisor looking to expand beyond proprietary strategies and access earnings-driven portfolio construction, Zacks Investment Management is now fully integrated and available within the Revisor Platform.📩 Reach out to implement.#Revisor #ZacksInvestmentManagement #RIATech #AssetManagement #SMAStrategies #ETFModels #InvestmentStrategy #WealthManagement#FinancialAdvisors #MarketOutlook #EarningsInvesting #PortfolioManagement
In this episode, we sit down with Agatha Johnson and Somer Schimke of WillKate Wealth Management to explore her journey from the banking and CPA worlds to founding a firm dedicated to family legacy and wealth stewardship. Agatha shares how personal experiences shaped her calling, why outsourcing investment operations was critical for scale, and how collaboration with Revisor allowed her team to focus on clients first. This conversation is both a story of transformation and a practical roadmap for advisors seeking growth without sacrificing purpose.
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