One of the most frustrating things I encounter in working with prospects for our advisory firm is the lack of response.

If you go to a financial adviser to chat about investments, here’s how your first meeting will probably go: They will ask you about your attitude to risk. How much money are you prepared to lose?

The queue of soothsayers warning of impending doom is lengthening; growing concern about US domestic politics as well as the global economic backdrop risks sparking a full-blown market rout.

It’s getting bleak for equity bulls hoping for a reprieve from the US stock market’s “higher-for-longer” tantrum.

Don’t dismiss a “hack” as a clever way to do something more efficiently. Here are four hacks that I know will deliver client referrals.

Stock bulls reeling from the worst month of 2023 have at least one reason for optimism: Corporate profits are set to rebound sharply in the fourth quarter.

As global financial markets reel under the possibility of 5% benchmark Treasury yields, the question on investors’ minds: how much worse could it get?

This is the 25th anniversary of the collapse of LTCM, so let’s reflect on the similarities between that debacle and what might unfold in the capital markets today.

Rising rates in the second half of the year have brought year-to-date returns for the US Aggregate (“Agg”) benchmark index negative.

During Q4, we believe there is an elevated risk of market volatility when monthly U.S. inflation data is released, quarterly earnings season begins, and major central banks meet.

Last week in the State Street Global Advisors’ Gold ETF Impact Study, the firm reported that “Among approximately 1,000 investors surveyed, Millennials have the biggest allocation to gold at 17%, with Baby Boomers and Gen X investors lagging behind at just 10%.”

For various reasons, both have since struggled to recoup the necessary confidence to once again borrow in international commercial debt markets.

Gold and silver prices slid lower to close out the third quarter. Entering trading for the fourth quarter, the metals are back, once again, in the middle of the range where they have languished for more than three years.

Inflation has declined considerably from last year’s peak of ~9.0% to ~3.7%. However, policymakers still think they have more work to do and have signaled that one additional rate hike is likely.

I always talk about how powerful social media is. Let me tell a story that proves it.

Join the experts at VettaFi and NEOS Investments for a 30-minute LiveCast exploring innovative approaches to income generation.

Many Americans believe that Gen Z is financially illiterate and uninformed. But the story is not that simple.

SECURE 2.0 contained a provision that gave favorable treatment to partial annuitization. The reason you haven’t heard about this is because those transactions cannot increase commissionable income.

Why exactly is Federal Trade Commission Chair Lina Khan antagonizing Amazon.com Inc., of all companies?

Helping an investor cash out of a gummed-up buyout fund used to be a niche business. Now it’s mainstream. So-called secondary funds, which offer to buy unwanted private equity holdings, have become widely accepted.

In the medical profession, prescribing a treatment without first thoroughly diagnosing the patient’s illness opens the risk of malpractice.

Real estate investors need to allocate considerably more resources to climate-proofing old buildings rather than erecting new structures, to keep up with net zero regulations and avoid being saddled with stranded assets.

A pair of Wall Street’s most prominent US equity strategists are at odds about whether stocks can extend this year’s rally against the reality that interest rates will remain higher for longer.

Money-management firms launched new exchange-traded funds at a rapid pace last month, shaking off fears that the $7 trillion industry is already overrun with low-cost investment vehicles.

Today, I am going to bring a new technology, and a new company, to your attention – a company in control of a technology so powerful that lithium-ion batteries could soon become yesterday’s story.

Energy and information technology are the two sectors most top of mind for investors, according to polling at VettaFi’s recent Equity Symposium.

Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.

From inflationary tailwinds for earnings growth to corporate reforms that unlock shareholder value, multiple regime shifts are underway to restore the appeal of the Japanese equity market, according to the Templeton Global Equity Group team.

Public credit markets offer high quality investments with attractive yields and downside resilience, while we see growing longer-term opportunities in private markets.

Prices of bitcoin and ethereum haven’t done much to spark enthusiasm in recent weeks. That lethargy could be belying significant appreciation potential.

Downside equity market volatility can be unsettling, but it is important to put the pullback in perspective and identify the drivers of the negative market reaction. First and foremost, the equity market was due for a modest pullback.

With negligible incremental risk, a RAFI Global Index hypothetically outperformed a Cap-Weighted Global Index by 40 bps per annum and a Cap-Weighted Global Value Index by 2.2% from 2007 to 2022—a 16-year period covering the long value rout and its aftermath.

“Compound market returns.” During bullish markets, there is inevitably a regurgitation of this myth that was contrived to extract capital from retail investors and place it in the hands of Wall Street.

Kim Hyland, Head of Global Institutional Relationship Management, joins Global Investment Strategist Rob Almeida to discuss the four main challenges facing clients and, as investors, how we think about some of those challenges.

In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.

As with so many other financial matters, the varying opinions around student loan debt forgiveness are more about emotions than dollars.

The yield on the benchmark 10-year Treasury is up 70 basis points this year, leading many to question the future direction of interest rates. Let’s look at the underlying causes of this and whether those conditions are likely to persist.

We can and are building much taller skyscrapers. But they are impractical money losers because so much floor space is taken up by elevators. A new book explains the interplay between size and scale, and what it means for our economy and investments.

Common aphorisms and assumed truths about stock returns often imply the disappearance of risk over long horizons. Is that accurate?

Hedge funds are in regulators’ sights again. Their risk-taking with borrowed money must be better monitored and will sometimes have to be limited, the head of a global group of supervisors told the Financial Times last week.

Investors have shown few signs of panic during a stock market slump that’s pushed the S&P 500 Index into its first losing quarter in a year. But beneath the surface, signs of stress are emerging that go far beyond the just averted US government shutdown.

Office prices in the US are due for a crash, and the commercial real estate market faces at least another nine months of declines, according to Bloomberg’s latest Markets Live Pulse survey.

The third quarter was a story of dashed hopes in emerging markets, with the unraveling of some of the most profitable trades in the asset class.

The degree of success of muni impact bonds often stems from showing issuers how they’ll be graded.

The S&P 500 has fallen almost 3% within the past month, highlighting the volatility that typically hits at the end of the summer. For volatility through the end of 2023, investors may want to consider two active ETFs from American Century.

The commercial real estate sector’s continued challenges could potentially impact US banks. Franklin Templeton Fixed Income’s Shawn Lyons discusses the ongoing commercial real estate crisis and how US banks are safeguarding themselves against these issues.

Preferred stocks are what’s known as hybrid securities, meaning the asset class displays both equity and fixed income characteristics.

Resurgent energy prices could contribute to higher for longer monetary policy.

In 2022, the Federal Reserve began aggressively raising interest rates and has continued to do so in 2023, albeit at a much more measured pace. This has helped many certificate of deposits (CDs) increase their interest rates to levels not seen in well over a decade. However, while investing in CDs at peak rates might seem like a sound strategy, in the past it hasn’t always translated into the best outcome for investors.