Advisors now understand that clients expect a truly personalized experience. Clients no longer accept generic advice; they demand bespoke strategies, tailored communication, and engagement aligned with their unique needs and life stages.

Prepaid energy deals are complicated transactions that allow utilities to lock in cheaper prices over long periods of time. They involve a financial middleman that receives bond proceeds in exchange for making regular payments needed to procure the energy for the utility.

With a new boss at the helm and expectations of billions in surplus gas revenue, the Qatar Investment Authority spent the past year telegraphing a step-up in dealmaking. Iran’s attacks on the country’s energy infrastructure and Doha’s inability to ship products risk hampering that push.

Sentiment in the US stock market has shifted quickly from fear of missing out to fear of getting wiped out.

Ratings that underpin a growing slice of the $1.8 trillion private-credit market, the hottest corner of Wall Street in recent years, are systematically understating investment risk, according to a new study by Columbia Business School researchers.

A simple view of SpaceX is that it’s a low-cost rocket launcher that created the profitable Starlink satellite business and which is now burning cash to build orbital data centers and colonize Mars.

Tim Cook’s last annual showcase of new software as Apple Inc.’s chief executive officer also marked the start of a deepening relationship with one of his biggest competitors: Alphabet Inc.

Several articles enjoyed strong performance during the month of May, though there does not seem to have been a unifying theme, unless it is pointing out mistaken beliefs or unexamined conventions.

In his new book, “Risk & Reward: How to handle market volatility and build long-term wealth,” Ben Carlson relies on history to defend investing in U.S. stocks. Carlson calls the U.S. stock market “the greatest wealth-building machine ever created,” and nudges his readers into thinking its success will continue.

Crypto has clearly matured considerably as an asset class, and it's exciting to hear more advisors speak about the opportunity it presents — without being scared away by its volatility. The real question today is how much of a portfolio allocation is appropriate given their specific objectives and constraints.

Probably the most popular insight to make its way from finance theory into everyday usage is that "diversification is the only free lunch" in investing. The idea dates back to Harry Markowitz in 1952. He, and those building on his work, demonstrated that in an efficient market, investors shouldn't earn extra return for bearing company-specific risks that can be diversified away.

The rise in US yields has extended across the entire Treasury curve, creating a charged backdrop for Fed policymakers and their new chairman, Kevin Warsh, who helms his first meeting and press conference next week.

US stocks have further to run as corporate earnings growth underpins sentiment despite some signals suggesting equities may have risen too far, JPMorgan Asset Management’s Jack Caffrey said.

The US trade deficit narrowed in April as a surge in oil exports helped offset ongoing increases in imports of equipment powering the data center buildout.

Interactive Brokers Group Inc. is offering exchange-traded funds from BlackRock Inc. in savings plans in Europe, the latest platform to provide the booming product that’s become increasingly popular with mom-and-pop investors on the continent.

The history of megacap initial public offerings shows that the stocks usually slump in the first year of trading. But upcoming listings from SpaceX, Anthropic and OpenAI are big enough and systemically important enough to the market that those analogies may not apply.

There is an old adage that the stock market climbs a wall of worry, which describes its ability to keep rising even amid negative economic news or events. This defies logic, yet I have watched it prove true time after time.

Quantum computing is being hailed as the next technology to revolutionize computing, following in AI's footsteps. But promising headlines loaded with industry jargon have a long history of appearing well ahead of reality. Accordingly, it’s important to better understand what quantum computing is, why it matters, and whether the hype is justified and worth investing in.

2026 is heading toward a four-peat of double-digit returns on U.S. stocks, but it will require P/Es to remain high — investors need to remain optimistic. In the past, when P/Es were high, investor fear kicked in and P/Es declined, causing stock market losses. Time will tell, but diversification is a reasonable strategy no matter the outcome.

If the market has correctly named the companies that will dominate the AI era, cap weighting will look brilliant, because it owns them in size and will ride them up for free. The real question is: How much do you want to bet the market chose the correct companies?

My industry soundings are far more upbeat: When it happens, it would start as a trickle, but very quickly — in just a handful of weeks, if not days — transform into an oil flood. I’m on the side of the bears, as you may have guessed.

Credit heavyweights like DoubleLine Capital LP and Oaktree Capital Management are buying debt now that can perform well if the artificial intelligence boom turns into a credit bust.

US stocks bounced back on Monday from the worst rout this year, as a selloff in technology stocks eased and traders assessed flaring tensions in the Middle East, which supported oil prices and energy shares.

The bar for a Federal Reserve rate hike is falling as the job market remains robust in the face of stubborn price pressures, according to Collin Martin at the Schwab Center for Financial Research.

Apple Inc. investors have spent nearly two years clamoring for the iPhone maker to make a big splash with artificial intelligence. Their wait may finally be coming to an end this week at the company’s annual Worldwide Developers Conference.

Google parent Alphabet Inc.’s municipal-bond market debut was met by a surge of investor interest.

The $1.8 trillion private credit industry is finding out that trying to shake investor angst about the market is more of a marathon than a sprint. Such is the nature of long-term lending — there are few quick answers to the concerns that the market became too concentrated on software assets, a sector that’s ripe for disruption by artificial intelligence.

SoftBank Group Corp.’s payments unit is buying the life insurance unit of T&D Holdings Inc. for ¥134.3 billion ($840 million) to broaden its offerings and better compete in Japan’s ballooning fintech market.

Some of that tension is also being felt by their clients, advisers say. Along with the anticipation of a life-changing windfall, the initial public offering is eliciting more complicated emotions, as well, ranging from apprehension to confusion.

Currencies in the developing world sank after a blowout US jobs report provided the clearest sign yet that the labor market is breaking out of a prolonged period of lackluster hiring, undercutting the case for rate cuts from the Federal Reserve.