US stocks continued their slog through the end of summer, but the S&P 500 Index just notched a resiliency milestone not seen in five years.

What if we stop thinking of prospects who don’t commit as “tire-kickers,” and instead view them as potential clients we lost?

How do you stand out in the crowded inbox and get more email opens?

There’s an invisible force driving the most popular options trade of the year — one that gives Wall Street pros and day traders alike the power to turn a $1 investment into a $1,000 stock bet.

Rising interest rates are giving sellers an opportunity to broaden their opportunity set.

His approach to investing was both timeless and accessible to the average investor. It also achieved incredible results.

Here’s how I apply behavioral finance to help clients to think differently about their investing.

Warren Buffett has advised investors to be fearful when others are greedy and greedy only when others are fearful. New research confirms Buffett’s admonition.

Economists are playing a game of “can-you-top-this this,” seeing who can ramp up their US economic growth forecasts the most.

Playing Shakespeare’s King Lear is the crowning ambition for some actors, but in 2023 we’re seeing superstar hedge fund managers Daniel Och and Ray Dalio trying out for the role in real life.

Amid signs the bond market has bought into the Federal Reserve keeping interest rates higher for longer, a cohort of investors is placing bets on the economy hitting a wall — and a sharp policy reversal in short order.

Stock-market strategists who were largely wrong about this year’s rally are finally starting to come to face their mistake, raising year-end targets for the S&P 500 Index.

Federal Reserve policymakers’ updated forecasts for their benchmark interest rate, due Wednesday, are looming as a key potential decider for a US Treasuries market at risk of a third straight year of losses.

If someone’s good enough to regularly trounce the market, they don’t want your money.

Bridgewater Associates LP founder Ray Dalio said he doesn’t want to own bonds and prefers cash, highlighting difficulties investors face as global central banks try to manage inflation.

Equity funds saw the biggest weekly inflow in 18 months amid growing investor confidence the US economy is headed for a soft landing, according to Bank of America Corp.

A host of Wall Street funds have minted profits riding the recent crypto fever after Grayscale Investments LLC snagged a big win over America’s top financial watchdog in its bid to create a US Bitcoin ETF.

Federal Reserve Chairman Jerome Powell and his colleagues are likely to shy away from signaling that they’re done raising interest rates when they meet next week.

The consensus is wrong, and the Fed has not engineered a “soft landing.” A recession is all but certain in the first half of next year, according to Jeffrey Gundlach.

Watching the new Tom Wolfe documentary, Radical Wolfe, I was reminded of the key role the author and journalist played in the development of quantitative finance.

Americans are downbeat about the economy, even as inflation rates rapidly decline back toward more normal levels, the unemployment rate has held below 4% for the longest stretch since the late 1960s and economists race to raise their growth forecasts.

A resilient US economy will prompt the Federal Reserve to pencil in one more interest-rate hike this year and stay at the peak level next year for longer than previously expected, according to economists surveyed by Bloomberg News.

All week, stock traders have shrugged off everything from hot inflation data in the US to another recession-threatening hike in interest rates over in Europe.

For a lesson in the pitfalls of market timing, consider the Dow Jones Industrial Average, whose refusal of admission to Alphabet Inc. and Amazon.com Inc. has gone from a blessing to a curse in the space of a year.

The labor movement is having a moment. In a tight employment market, there is money to be had — or profits to be more generously shared — and workers have gotten some big wins recently. Even reality TV stars and NFL running backs are getting into it.

A recent paper analyzing the correlation between stock and bond returns going back to 1875 suggests the relationship of the past quarter century is shifting in an uncertain inflationary environment. The results might stimulate some investors to rethink their portfolio allocations.

Expectations of central-bank interventions are helping to steady emerging-market currencies, even as traders adjust to a higher-for-longer regime for developed market interest rates.

The US bond market hasn’t flashed recession warnings so consistently for so long in at least six decades.

This year’s hottest options trade has found its way into the $7.4 trillion ETF arena for the first time, in the latest push by the financial industry to tap booming demand for stock investments with an income stream.

Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.

But what exactly are mental health days, and can they provide relief from burnout for you and your team?

A strong brand voice is the foundation of a firm's identity, fostering trust, credibility, and familiarity with clients and the public.

Many advisors aren’t familiar with financial phobias. They are common and can be debilitating.

Let me share some reminders about what needs to be in place for team members to thrive and stay inspired.

Normalizing economic activity and the slow but steadily growing lag effect will result in a recession.

When I first read about the discovery of a vast new deposit of lithium in a volcanic crater along the Nevada-Oregon border, I can’t say that I was surprised.

This week saw the release of another ode to the genius of Elon Musk, gushingly accepting his pronouncements at face value. Also, Walter Isaacson published a book about him.

A flurry of hedge funds, direct lenders and others are expecting a revival of the $1.3 trillion collateralized loan obligation market — and they want to be ready to reap the benefits when it happens.

Underlying US inflation ran at a faster-than-expected monthly pace in August, leaving the door open for additional interest-rate hikes from the Federal Reserve.

The US government has been looking at ways to offload nearly $13 billion of mortgage bonds it amassed from failed lenders Silicon Valley Bank and Signature Bank, according to people with knowledge of the transactions.

“Spray-and-pray” marketing is a good model for selling t-shirts – not so good for getting advisory clients.

Arguably, the biggest question about the US economy right now is whether consumers can maintain their pace of spending. Student loan payments resume in October.

A recent experience reminded me how much low-hanging fruit is still ripe to be picked in our profession.

For banks in 2023, one message is coming through clearly: Scale is good.

Tesla Inc.’s Dojo supercomputer may add as much as $500 billion to the company’s market value through faster adoption of robotaxis and network services, according to Morgan Stanley.

Everyone — from moms and pops to corporate treasurers and the mega asset managers — is piling in, won over by a unique opportunity: To lock in a 5% yield, and protect themselves from uncertainty over the US economy.

Why has there been a reluctance within the advisory profession to actively collect, much less leverage client experience feedback?

Concern over China’s sputtering economy has created a “dramatic shift” in investors’ equity allocation — a rush toward the US and an exodus from emerging markets, Bank of America’s latest global fund manager survey showed.

Understanding and managing your firm’s practice growth multiplier is your ticket to enduring success, higher profits, and a more rewarding practice.

The illusion is that people come to financial planners for financial advice.