The Securities and Exchange Commission and the Commodity Futures Trading Commission are expecting new leadership put in place by the Trump administration to usher in different enforcement priorities and a shift in how firms and individuals pay fines.
The $5 trillion industry is embarking on a campaign to change the way taxes for indebted businesses are tallied. Leading lobbyists want to tack two letters — DA — back to an earnings formula used to help calculate tax deductions, a change potentially worth billions.
The US economy looks set to disappoint this quarter. A number of economists have lowered their forecast for growth in real gross domestic product due to a widening trade deficit and sluggish consumer spending. An uncertain trade war and tepid labor demand have also clouded the outlook for the rest of 2025. Conflating the two would be a mistake, though.
Recently I have realized that cryptocurrency might be something even bigger and stranger than currency. It is not just digital money; it’s a bet on the huge global demand for financial autonomy.
Investors under 40 have little interest in reaching out to humans for financial advice. Rather than collaborating directly with a professional, many investors under 40 prefer a do it yourself (DIY) method that enables them to find stock market information online.
In today’s hyper-competitive environment, delivering an institutional-caliber portfolio isn’t just table stakes – it’s a fiduciary mandate that exceeds the scope of an individual advisor. Here is a checklist to help advisors evaluate whether their current approaches align with institutional best practices.
Though you may not agree with my view on all seven of these terms, it may be beneficial for you and your clients to at least consider them.
The world is a risky place, and high-yield debt spreads to safe US Treasury securities are close to historic levels of stinginess, signaling complacency in markets — at least on the surface. But legendary investor Howard Marks says that’s the wrong way to look at it and long-term investors should consider allocations to credit.
This article highlights several SimpleVisor tools we use to track sector and factor rotations. These models help us better forecast tomorrow’s possible rotations and try to stay a step ahead of the market.
Recently, downside-protected ETFs have garnered a lot of investor attention. These products are long the stock market – via different indexes – and use options to create downside-protected payoffs.
Quantitative easing has created serious inflation threats. The only way out is to increase tax receipts and reduce government spending, neither of which is in the Fed’s purview. Otherwise, serious inflation lies ahead, regardless of Fed actions.
For years now, way before artificial intelligence became the hot new thing on Wall Street, Daniel Mahr has been making money on stocks, courtesy of his machine-learning model.
The sense of gloom on Wall Street is putting pressure on some of the most committed backers of American exceptionalism: South Korea’s risk-seeking retail investors.
US economic data are diverging wildly, fueling a debate over whether rising anxiety from President Donald Trump’s trade policies will push a moderating economy into a serious downturn.
Banks’ businesses don’t change radically year to year so nor should their capital requirements.
Removing the carbon dioxide we’ve put into the atmosphere and storing it back on Earth might sound like a fantasy, but the sprouts of an entire industry aiming to do just that are emerging.
US Treasuries consolidated gains in a choppy trading session with markets remaining confident that policymakers at the Federal Reserve are still on a path toward lower interest rates.
Despite the talk of austerity — and amid the possibility of a global trade war, the reality of a stock-market correction and fears of a US recession — there is still a chance that President Donald Trump’s agenda could increase economic growth. As usual, it will depend on the execution.
The Federal Reserve’s decision to leave interest rates unchanged was right — but easy to misinterpret.
The US stock market is on edge. The S&P 500’s recent 10% correction has investors worried, though a highly uncertain policy environment and an unusually top-heavy market obscure just what is spooking stocks.
Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an up-and-coming firm.
Nvidia Corp. aims to spend several hundred billion dollars to procure US-made chips and electronics over the next four years, the Financial Times reported.
EQT AB will return $5.4 billion to investors this week after completing the sale of a stake in Nord Anglia Education Ltd., marking one of the most profitable recent private equity exits in Asia, people familiar with the matter said.
Elon Musk’s social network X has raised close to $1 billion in new equity from investors, according to people with knowledge of the matter — a deal that gives the company a valuation in line with when Musk took it private in 2022.
After years of poor decision-making, the federal government’s $1.64 trillion student loan program is in critical condition. Congress needs to stanch the bleeding — and give serious thought to overhauling this flawed system for the longer term.
On the predictable side, the Fed kept policy rates in a range of 4.25%-4.5%, and the rate-setting committee pledged to slow the pace at which it’s allowing securities to roll off its balance sheet.
Most growth-focused advisors crave the next big marketing tactic, content platform, event idea, or growth “hack.” But after a decade of consulting RIAs on organic growth, I’ve seen firsthand that the biggest barriers to success aren’t what most people expect.
I’ve spent much of my career coaching and providing learning opportunities for those professionals who want to improve. This week I had an experience that moved me to write a column about the difficulty in opening one’s self up to being willing to be coached, and of making behavioral change.
Microsoft Corp., the biggest backer of Sam Altman’s OpenAI, and BlackRock Inc., which has an executive on the artificial intelligence startup’s board, are joining forces with one of its chief rivals.
Private equity firms are called that because they own stakes in the companies they buy. Today, this assumption is looking ever more outdated.
Cathie Wood’s Ark Investment Management LLC is cutting its stake in Meta Platforms Inc. for the first time in around a year, the latest sign of a downturn in fortunes for big US tech stocks.
Bond investors will look for Federal Reserve Chair Jerome Powell to hit just the right notes in his Wednesday remarks to keep up the momentum behind a rally in the $29 trillion Treasury market.
It’s not often you see big tech firms getting pushed around. Upstart Wiz Inc. has just squeezed Google owner Alphabet Inc. to pony up $32 billion for a privately owned five-year-old cybersecurity firm.
The Trump administration isn’t satisfied with the mayhem it has already inflicted on global trade and investment.
Times have changed. Emails used to be read because information was valued. Now emails are ignored and even seen as a nuisance. Free information is everywhere, and it’s no longer trusted.
Although annuities can offer a guaranteed income stream in retirement, they come with significant risks and complexities. It's essential to thoroughly understand these products and consider whether they align with your financial goals and risk tolerance.
Banks needed the right version of Donald Trump to justify their high-flying stock prices. They got the wrong one. The US president’s chaotic and aggressive performance during his first few weeks in the White House has shocked companies, put investment plans and deals on hold and threatens to drag the economy into recession.
Google parent Alphabet Inc. agreed to acquire cybersecurity firm Wiz Inc. for $32 billion in cash, reaching a deal less than a year after initial negotiations fell apart because the cloud-computing startup wanted to stay independent.
For years, Federal Reserve meetings have been the main event on Wall Street as the central bank fought to contain runaway inflation.
US investment firms are rushing to grab a greater chunk of Europe’s market for active exchange-traded funds, an industry projected to grow to $1 trillion in assets over the coming years.
US housing starts rose in February by more than forecast after a weather-related plunge, led by a pickup in single-family home construction underpinned by builder incentives.
The share of US workers making a direct transition from one employer to another has slid near a four-year low, according to the latest data from the Federal Reserve Bank of Philadelphia, pointing to a weakening labor market.
I often encounter individuals struggling with financial stress – whether it's saving for retirement, building an emergency fund, or paying down debt. To better understand these concerns, Barnum conducted a comprehensive study on the financial wellness of working Americans.
There’s nothing like a good sale to get people excited—unless that sale happens in the stock market. Instead of celebrating a chance to buy at a discount, investors panic, dump stocks, and brace for economic doom.
The wealth industry could be headed into an era of accelerated innovation, as advisory firms shift from zero to full speed ahead with artificial intelligence.
No matter how conversant one is with global security issues, it’s hard to fully grasp what that abyss would look like; Jacobsen accomplishes this formidable task by spending more than a decade with the dramatis personae in the history of nuclear weaponry.
Prices can continue to rise, until they don’t. Have we reached the point where they don’t?
Digital tokenization of assets, made possible by the crypto-blockchain construct, can boost efficiency in the capital markets, thus greasing the wheels that drive the economy.
Disappointing retail sales last month added to concerns of a pullback in consumer spending in the US, while a pair of business surveys suggested growing caution.
Richard Perry ran a hedge fund for almost three decades before closing it in 2016. Now he has decided it’s time for a comeback.
