Ever since their near collapse during the 2008 financial crisis, the mortgage giants Fannie Mae and Freddie Mac have performed impressively under the conservatorship of the US government.
The fund shines through as a prime option worthy of consideration among the vast alternatives present in the muni market. With their rare combination of credit quality and yield, munis are offering fixed income investors prime benefits in a still-uncertain bond environment.
Industrial production unexpectedly fell 0.2% in May, lower than the forecasted 0.0% reading. Compared to one year ago, industrial production is up 0.6%.
Bonds hit a headwind in May as rates rose, but year to date, they have helped offset some of the volatility seen in stocks. See Table 2 for bond index returns for May 2025, Q1 2025, and YTD.
The Census Bureau's Advance Retail Sales Report for May showed consumer spending pulled back significantly last month, with headline sales sinking 0.9%.
A growing body of evidence suggests the differences between private and public equity may be more a matter of perception than reality.
The calm before the storm is here – and the Fed knows it won’t last. This week’s Fed meeting is expected to be relatively straightforward.
In this video, 5 Stocks That Subscribers Asked To See, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation addresses subscriber requests by providing a high-level review of five companies, AES Corp (AES), Amgen (AMGN), Air Products (APD), ASML Holding (ASML) and Broadcom (AVGO).
Michael Browne, Chief Investment Officer at Martin Currie discusses inflation, energy and the art of the possible.
JPMorgan Chase & Co. named Mark O’Donovan head of its international consumer bank, giving him oversight of the firm’s existing consumer offering in the UK, planned launch in Germany and stake in Brazil’s C6 Bank.
President Donald Trump’s announcement on Wednesday of a new trade agreement with China is the kind of headline that gives markets a sense of relief. As I overheard this week at Wealth Management’s EDGE conference, which I attended in Boca Raton, Florida, we may have dodged a recession.
This week’s market resilience in the face of rising geopolitical tensions underscores an important structural shift. The Israeli strikes and broader Middle East dynamics, while concerning, sparked only a modest reaction—a far cry from the volatility such events triggered in past decades.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
If the market view on the administration's economic policies shifts and a strong dollar policy remains, the dollar could rally, and U.S. assets might see a rebound from their recent underperformance.
How do we give clients what they’re truly looking for — income certainty, simplicity, peace of mind —without triggering resistance that shuts the conversation down?
The ever-louder brouhaha surrounding BBD is much ado about nothing. It is expensive, dangerous, and likely to benefit only bankers and brokerage firms.
Manufacturing activity contracted for a fourth consecutive month in New York State, according to the Empire State Manufacturing June survey. The diffusion index for General Business Conditions fell 6.8 points to -16.0. The latest reading was worse than the forecast of -5.9.
Venture capitalists are betting on a product that’s close to their hearts: software for venture capitalists. Juniper Square Inc., a software provider for VCs and other private investors, has raised $130 million in a deal that values the company at $1.1 billion.
Investors are betting the months-long rally in emerging markets has further to run even as tariff threats and escalating geopolitical tensions signal a rocky path ahead.
As of Q1 2025, the latest Fed balance sheet indicates that household net worth has risen 186% since reaching its 2009 low. However, when adjusted for inflation, household net worth has actually increased by only 91% since the 2009 trough.
Last week’s economic signals showed cautious optimism and renewed concern. Inflation saw a slight uptick in May.
It sounded like something that should have come from the sports desk — a $14.3 billion transfer fee for a young up-and-coming prospect as Meta Platforms Inc. looks to rebuild its team for the tough season ahead.
Blackstone Inc. hired Joseph Cassanelli, a banker who drove major Wall Street deals, as the private equity firm prepares to invest more in banks and insurers.
FINRA has released new data for margin debt, now available through May. The latest debt level is at $920.96 billion, up 8.3% from April. This marks the first monthly increase and highest debt level since January.
Hiive Markets Ltd., an online trading platform for shares of venture-backed companies, is hoping to raise as much as $100 million as soon as this year, its chief executive officer said.
The Gold Reserve Transparency Act of 2025 (House Bill 3795), calls for a full, modern audit of America's gold holdings—something that hasn't occurred in over 65 years.
Lately, the “deficit narrative” has dominated much of the financial media, particularly those channels that are continual “purveyors of doom.” In this post, we will discuss the “deficit narrative,” the likely outcomes, and why the cure for the deficit may be found in Artificial Intelligence.
Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF industry, with innovative launches ongoing.
Separating the signal from the noise may be the hardest challenge investors face. We’re all surrounded by constantly changing but mostly unimportant information. Of the small part that really is important, we must decide if it affects our investments.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there.
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.
Fears of an impending recession may be fading, but economists are still expecting tepid GDP growth for the year.
Just one day after Prime Minister Shigeru Ishiba likened Japan’s debt situation to that of Greece, the country faced its weakest demand for 20-year bonds since 2012.
A 529 plan can play a strategic role in estate planning, especially for families looking to reduce taxes while saving for education. Contributions to a 529 plan may be excluded from your taxable estate, potentially lowering future estate tax liability.
Industrial robotics is no longer a niche topic reserved for factory optimization—it is becoming a key lever in national strategies for productivity, labor substitution and supply chain resilience.
In part one of our new series, AI Alpha, we explored the sweeping potential of artificial intelligence (AI) as a transformative force.
Investment banks and private equity firms are fighting over the kids again.
US economic data continue to send mixed signals, keeping uncertainty high on interest rate cuts from the Federal Reserve later this year.
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.
Unlike most other US public retirement plans of its size, the Tampa Fire & Police Pension Fund doesn’t invest in hedge funds, private equity or private credit.
Corporate America is regaining its appetite for risk as expectations build around Donald Trump’s push for deregulation and tax cuts, according to ARK Investment Management founder Cathie Wood.
Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its signature tax-saving fund structure — as anticipation grows that the Securities and Exchange Commission under Paul Atkins will soon embrace the design en masse.
For US traders, developing-country stocks have been a surprising source of returns as Donald Trump’s trade war roiled the S&P 500 Index.
The Senate is continuing to work behind the scenes to develop its version of the "One Big Beautiful" tax and spending bill that passed the House by a singe vote in May.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation presents a detailed analysis of Enterprise Products Partners (EPD), a midstream master limited partnership (MLP) known for its high income potential, offering investors a stable and growing dividend yield.
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
Gold plays a distinct role in the global monetary system. Simply put, it’s perceived as money, and its function as a store of value makes it arguably the world’s most popular hedge against inflation.
In the history of technological progress, there's often a critical misreading. We think the leap is in the product—the engine, the chip, the app.
The US 2025 tax bill enhances certain deductions and includes provisions for business growth and development. Our Bill Cass shares the highlights of what is being debated on Capitol Hill and the impact on business owners.
