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News & Press

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Fox Business

APR 2, 2026

Ryan Belanger Appears on 'Mornings with Maria' to Discuss Stock Market

Replay available for Ryan Belanger's appearance on 'Mornings with Maria' to discuss the stock market on 04/02/2026.

Fox Business

MAR 5, 2026

Ryan Belanger Appears on 'Mornings with Maria' to Discuss Stock Market.

Replay available for Ryan Belanger's appearance on 'Mornings with Maria' to discuss the stock market on 03/05/2026.

Claro Advisors Press Release

FEB 12, 2026

Claro Advisors Launches AI-Native Wealth Management Platform for Independent Advisors

With approximately $1.5 billion in assets under management, Claro Advisors launched a new AI-native platform built to help independent advisors scale efficiently while delivering more personalized client service.

Fox Business

FEB 9, 2026

Ryan Belanger Appears on FBN's Mornings with Maria Bartiromo to Discuss Markets

Replay available for Ryan Belanger's appearance on Fox Business on 02/09/2026.

BNN Bloomberg

JAN 9, 2026

Ryan Belanger Live on BNN Bloomberg January 9th, 2026

Replay available for Ryan Belanger's appearance on BNN Bloomberg on 01/09/2026.

Fox Business

NOV 21, 2025

Ryan Belanger Live on Fox Business, November 21st

Replay available for Ryan Belanger's appearance on Fox Business on 11/21/2025.

BNN Bloomberg

OCT 9, 2025

Ryan Belanger Live on BNN Bloomberg October 9th, 2025

Replay available for Ryan Belanger's appearance on BNN Bloomberg on 10/09/2025.

Fox Business

SEP 11, 2025

Ryan Belanger Live on Fox News September 11th, 2025

Replay available for Ryan Belanger's appearance on Fox Business on 09/11/2025.

Fox Business

JUL 14, 2025

Ryan Belanger Live on Fox News July 14th, 2025

Replay available for Ryan Belanger's appearance on Fox Business on 07/14/2025.

Schwab Network

JUN 25, 2025

Ryan Belanger Live from the New York Stock Exchange June 25th, 2025

Replay available for Ryan Belanger's appearance on Schwab Network on 06/25/2025.

Fox Business

JUN 10, 2025

Ryan Belanger Live on Fox Business Tuesday June 10th

Replay available for Ryan Belanger's appearance on Fox Business on 06/10/2025.

BNN Bloomberg

MAY 9, 2025

Ryan Belanger Live on BNN Bloomberg Friday May 9th 2025

Replay available for Ryan Belanger's appearance on BNN Bloomberg on 05/09/2025.

Fox Business

APR 8, 2025

Ryan Belanger Live on Fox Business Tuesday April 8th 2025

Replay available for Ryan Belanger's appearance on Fox Business on 04/08/2025.

BNN Bloomberg

MAR 13, 2025

Ryan Belanger Live on BNN Bloomberg Thursday March 13th 2025

Replay available for Ryan Belanger's appearance on BNN Bloomberg on 03/13/2025.

Fox Business

MAR 3, 2025

Ryan Belanger Live on Fox Business Monday March 3rd 2025

Replay available for Ryan Belanger's appearance on Fox Business on 03/03/2025.

BNN Bloomberg

JAN 29, 2025

Ryan Belanger Live on BNN Bloomberg Wednesday January 29th 2025

Replay available for Ryan Belanger's appearance on BNN Bloomberg on 01/29/2025.

Fox Business

DEC 31, 2024

Ryan Belanger Live on Fox Business Tuesday December 31st 2024

Replay available for Ryan Belanger's appearance on Fox Business on 12/31/2024.

Fox Business

NOV 11, 2024

Ryan Belanger Live on Fox Business Monday November 11th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 11/11/2024.

Fox Business

OCT 15, 2024

Ryan Belanger Live on Fox Business Tuesday October 15th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 10/15/2024.

Fox Business

SEP 10, 2024

Ryan Belanger Live on Fox Business Tuesday September 10th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 09/10/2024.

Fox Business

AUG 5, 2024

Ryan Belanger Live on Fox Business Monday August 5th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 08/05/2024.

Fox Business

JUL 1, 2024

Ryan Belanger Live on Fox Business Monday July 1st 2024

Replay available for Ryan Belanger's appearance on Fox Business on 07/01/2024.

Fox Business

JUN 3, 2024

Ryan Belanger Live on Fox Business Monday June 3rd 2024

Replay available for Ryan Belanger's appearance on Fox Business on 06/03/2024.

Fox Business

MAY 6, 2024

Ryan Belanger Live on Fox Business Monday May 6th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 05/06/2024.

BNN Bloomberg

APR 25, 2024

Ryan Belanger Live on BNN Bloomberg Tuesday April 25th 2024

Replay available for Ryan Belanger's appearance on BNN Bloomberg on 04/25/2024.

Fox Business

MAR 26, 2024

Ryan Belanger Live on Fox Business Tuesday March 26th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 03/26/2024.

InvestmentNews

FEB 29, 2024

Boston wealth firm breaks new ground in portfolio personalization

NDVR, a Boston-based wealth management firm with a heavy focus on technology, has just unveiled a novel solution that allows financial advisors to manage and optimize client portfolios.

Press Release

FEB 28, 2024

Wealth manager NDVR launches first of its kind household wealth optimization solution, enabling advisors to create hyper-personalized portfolios in minutes

NDVR, a tech-forward wealth management firm serving advisors, family offices, and high-net-worth individuals, announced today that it has launched a new version of the NDVR Portfolio Lab(TM) that dramatically improves advisor efficiency and client expected outcomes.

Fox Business

FEB 13, 2024

Ryan Belanger Live on Fox Business Tuesday February 13th 2024

Replay available for Ryan Belanger's appearance on Fox Business on 02/13/2024.

Post

October 2023

Exclude with Impunity: Personalized Indexing and Stock Restrictions

Using simulated historical backtests, we study the impact of stock exclusions on the performance of passive and active portfolios.

Post

October 2023

Time In vs. Timing the Market: The Advantages of Lump Sum Investing Over Dollar-Cost Averaging

Dollar-cost averaging is a popular strategy for investing in the market. We show that lump sum (upfront) investing leads to better outcomes in the vast majority of simulated cases.

Post

June 2023

Income Illusions: Challenging the High Yield Stock Narrative

While stocks with high dividends have historically outperformed those with low dividends, we show that the difference can be completely explained by a set of well-known factors including value, quality and defensive.

Post

June 2023

What Does an Inverted Yield Curve Mean for Upcoming Interest Rate Movements?

In this piece, we explore how yield curves have un-inverted historically and the implications for bond investing.

Post

May 2023

WARNING: Sector Controls Do Not Save Under-Diversified Portfolios

In response to questions raised about our recent article "How Many Stocks Should You Own?", we explore whether sector diversification protects investors from bad luck in their portfolios.

Post

April 2023

Are REITs a Good Investment?

Should investors add public, exchange-traded REITs to their investment portfolios?

Post

February 2023

Stock Buybacks and Stock Buyback Taxes

President Joe Biden has proposed an increase in stock buyback tax. We explore what stock buybacks are, why they're useful, and how they're different than dividends.

Post

February 2023

A Tax-Loss Harvesting Horserace: Direct Indexing vs. ETFs

This paper proposes and analyzes an enhanced, but easily implemented, heuristic for tax-loss harvesting within a portfolio of stocks.

Post

January 2023

Equity Tail Protection Strategies Before, During, and After COVID

Tail risk is usually an important consideration for investors. NDVR explores three common tail-risk mitigation strategies.

Post

January 2023

The Hidden Cost in Costless Put-Spread Collars: Rebalance Timing Luck

Prior research and empirical investment results demonstrate that strategy performance can be highly sensitive to rebalance schedules, an effect called rebalance timing luck ("RTL"). In this paper we extend the empirical analysis to option-based strategies.

Post

November 2022

How Many Stocks Should You Own?

How many stocks should you own? Conventional wisdom says 20-30. Our research suggests 200 or more eliminates luck as a variable in your long-term outcomes.

Post

MAR 19, 2020

Moves to Make During Down Markets

Equities down, time to rebalance.

Post

FEB 28, 2020

Remember Your Training

Don't freak out an sell when the market tanks.

Post

FEB 12, 2020

Robinhood: A Better Looking Casino

I keep hearing advertisements for Robinhood, a new discount online broker. Robinhood's big pitch is that they offer zero commission trades and a sleek

Post

JAN 29, 2020

Don't Rush To Pay Off Your Mortgage

a mortgage is your friend, you should keep it around