We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets.

Wall Street is cranking up the bond machine as US homeowners — finding that buying a new house is out of reach since mortgage rates started climbing in 2022 – are instead getting home equity loans and sprucing up their current properties.

In the last three months tariff news has whipped financial markets around remarkably in response to President Trump’s ever changing tariff policies. The most pronounced reactions were concentrated in the US stock market.

Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

In our view, using quantitative methods in a transparent, repeatable way to extract alpha through diversified factor tilts offers a compelling alternative in this new IG environment.

Value stocks and related ETFs have been decent performers of late. They’ve been generating buzz for a group of equities that long trailed growth stocks. Enthusiasm for value could earnestly be reborn. If so, investors should take that as a reminder to be judicious regarding evaluating value ETFs.

On the trade front, investor uncertainty eased for a short time as President Donald Trump’s “Liberation Day” tariffs seemed to lose traction. Several key developments contributed, including a 90-day tariff pause with China, the signing of a US-UK trade agreement and progress on negotiations with other partners, including Europe.

The moving average for the per-capita light vehicle sales series peaked in August 1978. Almost 50 years later, it is down 36.0% from that peak.

Lasting change happens through something called “memory reconsolidation.” It is the brain’s way of updating emotional patterns we have carried for years — often since childhood.

Global equities hit a record high for the first time since February, as signs of a resilient US economy overshadowed uncertainty around trade negotiations.

Here are some important insights and good open-ended questions to ask your clients to make sure they are thinking through life decisions.

The U.S. Dollar Index is at a critical inflection point, and how it behaves from here will have a major impact on the direction of gold, silver, and commodities.

U.S.-Europe negotiations involve more than just tariffs.

Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places.

The economic narrative took a decisive turn last week. A stunning collapse in the trade deficit suggests we could be looking at near 4% GDP growth in the second quarter—a massive upward revision from the consensus of 2%.

The muted IPO market which has become commonplace in the last few years continued in that fashion through the first five months of 2025. However, the last few weeks has brought a renewed focus to dealmaking after a couple of highly anticipated IPOs began trading, and a cryptocurrency unicorn filed to IPO.

The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024 but has retreated from it over the past few months. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.

Nvidia Corp. shares have staged a $1 trillion rebound in two months — and investors are betting the rally has further to go as fears about the chipmaker give way to optimism.

Constellation Energy Corp. agreed to sell power from an Illinois nuclear plant to Meta Platforms Inc. as artificial intelligence sends power demand soaring.

One thing just about everyone will tell you about divorce is that it’s expensive. There are several reasons for that, chiefly the lack of education and awareness and the habitual use of lawyers rather than mediators.

Signs are emerging that the Trump administration may be less willing to give up control of mortgage giants Fannie Mae and Freddie Mac than investors have bargained for, as policymakers scrounge for ways to close US budget gaps.

Our role isn’t just to manage assets; it’s to help clients stay grounded. We remind clients that investing is a long-term journey, and short-term volatility doesn’t have to knock them off course.

Here are three universal, time-tested principles, that will protect you from“over-delivering” with information and value, and ultimately missing out on the opportunity to add a new, paying client.

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

The strengths of the U.S. economy are likely to endure.

VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Enhanced International ETF (FENI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Wall Street banks are reinforcing their calls that the dollar will weaken further, hit by interest-rate cuts, slowing economic growth and President Donald Trump’s trade and tax policies.

It doesn’t take much to understand that Ray Dalio, a hedge fund titan, is like every other human being and is prone to error. I will not dismiss Dalio entirely, as his track record of managing money at Bridgewater is nothing to be scoffed at.

Today I’m going to highlight some speakers who added an equity market perspective to their big-picture views. Getting both right would be much easier if more investors behaved rationally. Alas, they don’t, which is why stock prices do incomprehensible things. Fortunately, you can succeed without catching every twist and turn.

Every year, a large number of ETFs launch in December, aiming to get the benefit of a fresh calendar year of performance.

For starters, Anduril Industries Inc. is a defense tech company co-founded by Palmer Luckey, the man who created the Oculus VR headset that was acquired by Meta Platforms Inc. for $2 billion in 2014, only for Luckey to be pushed out when it emerged he had financially backed a pro-Trump campaign group.

It’s been a tough few months for believers in the currency market version of Pax Americana.

Summer is here. And for a select cohort of college students, that means swapping lecture halls for trading floors and seminar rooms for Wall Street office suites.

The Oracle of Omaha, Warren Buffett, recently announced he will be stepping down as CEO of Berkshire Hathaway.

A lot of people are worried about the level of US interest rates. “I think we should be afraid of the bond market,” billionaire investor Ray Dalio said last week.

The long-term bearish case for the dollar remained intact after a court ruled that the vast majority of President Donald Trump’s global trade tariffs are illegal, amplifying uncertainty over the US economic outlook.

A dollar is a dollar, whether spat out by an ATM or digitally issued on the blockchain. That’s the promise of Circle Internet Group Inc., one of the biggest issuers of stablecoins designed to emulate fiat money like the greenback or the euro, primarily for the purpose of cryptocurrency trading.

There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

Sell in May and Go Away? This old market saying tends to resurface around Memorial Day, suggesting investors should scale back their equity exposure ahead of what’s perceived as a seasonally weaker stretch for stocks.

A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.

Some of the most useful financial advice has a homespun tone, like to make hay while the sun is shining or save up for a rainy day. I recently encountered another helpful idea in that vein: Think of your house like a family member who is always sick.

Given the uncertainty of what potentially happens next, the recent rally is an excellent opportunity to adjust portfolio risks to navigate the next leg of this market cycle.

I worked with a large mutual fund company years ago to develop a program on succession planning for advisors. I’ll share insights and considerations if you are thinking about making a transition, or are working with an advisor who is doing so.

In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies.

While official estimates remain fluid and subject to change, our preliminary analysis at the time of this writing suggests that the House Reconciliation Proposal could significantly increase the national debt over the next decade.

Rising imports of glass containers are just one sign of how the US lost its manufacturing culture.

In this webcast, we will briefly reflect on the firm's historical role in shaping a disciplined, long-term investment approach before turning to our latest research, The Insider Investment Factor. We will explore how insider stock purchases and share repurchases, when combined with valuation analysis, can serve as important signals—and how these insights may help investors navigate today's markets

VettaFi’s Head of Research Todd Rosenbluth discussed the abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.