Professional investing, explained by a CFA charterholder

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Fund reviews, investment research, and professional perspective on market news, all designed to make you a better investor. No hype, no fearmongering.

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Fund reviews and market breakdowns from Ethan, a CFA charterholder.

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The Factor Investing series

Eleven parts on what actually drives returns. Each factor gets a plain-English explainer first, then a review of the ETFs that put it to work.

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Professional investing knowledge, without the jargon.

Fundamentals of Finance is run by Ethan, a CFA charterholder with over 15 years in the investing industry and the voice behind the channel. He provides professional investment reviews, a rational, well-researched perspective on market events, and practical education to help investors make more informed decisions.

Every article starts as a video script and is rewritten for reading, with the charts and numbers kept in.

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Fundamentals of Finance content is for educational purposes only and is not investment, tax or legal advice. Nothing here is a recommendation to buy or sell any security. Investing involves risk, including loss of principal. Past performance does not guarantee future results. © 2026 Fundamentals of Finance. All rights reserved. No part of this content may be reproduced or republished without written permission.