Eagle Ridge Investment Management

Investing in Volatile Times
A Conversation with Taylor Lukof of ABR Dynamic Funds. In the final episode for 2023, we discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and … Read More

Elevating Your Portfolio with Strategic Investment Products
Astor Investment Solutions: Dynamic Allocations and Active Income

What Is True Advisor Independence?
Having the flexibility to serve your clients the way you want is challenging—without the right partner. To be truly independent, an advisor must have the following advantages. Find out what this means for your practice, and how you can control … Read More

3 Functions to Outsource to Grow Your Practice
Outsourcing some or all time-consuming and complex business functions to the right partner who knows you and your practice is the quickest and easiest way to scale your practice and free you to spend your time where you can have … Read More

100% Systematic Strategy for Long-Term Capital Appreciation
Catalyst/Millburn Hedge Strategy Fund

Addressing Factor Investing Research
A Conversation with Wes Crill of Dimensional Funds

3D Fixed Income ETF Portfolio
For investors desiring high inflation-adjusted income without taking too much credit or interest rate risk, one option is the 3D Fixed Income ETF Portfolio.