The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management.
Switzerland lacks leverage to challenge punitive tariffs.
For many students, high school is about preparing for college. Our Bill Cass reviews a four-year plan with action items for both parents and students.
As an industry leader, Vanguard cultivates a detailed understanding of defined contribution (DC) plans and their role in the U.S. retirement system.
Market uncertainty is leaving would-be retirees unsure about the future. Here, three Schwab professionals discuss how to navigate the transition with confidence.
We received a slew of economic data this past week, but the true market mover lies ahead this Friday: Chair Powell’s upcoming Jackson Hole address.
This week, the focus shifts to US retailers, particularly after recent economic data.
In this article, Russ Koesterich discusses his latest recommendations around portfolio positioning in anticipation of a potentially more volatile fall.
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment turned exceedingly bearish, the S&P 500 hovers near its highs.
Three summers ago, single-stock leveraged and inverse ETFs hit the market when AXS investments rolled out the first such fund in July 2022.
Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable.
Limited price collection will complicate estimates of inflation.
Winding Down The Summer! While summer ‘officially’ lasts until late September, Labor Day marks its ‘unofficial’ close – and it’s fast approaching. That makes now the perfect time to hit the beach, prep and get organized for the school year, or sneak in a last-minute getaway.
Second quarter earnings season, which winds down this week and next, has met some of the highest expectations. Strong beat rates, big upside earnings surprises, and increases in estimates during the past four weeks were consistent themes that gave investors very little to complain about.
Lauded for their yield, credit quality, and of course, their federal tax-free income, municipal bond benefits are also extending into the containment of tariff contagion.
Recently, due to deals President Trump is making, some are saying the United States has embarked on a version of Chinese-style “state capitalism” – directly entangling markets and government.
Investment assets – things such as stocks, bonds, companies, and buildings – have a value, which is sometimes referred to as their “intrinsic value”: what the asset is “worth” at a point in time. This value is subjective. It can’t definitively be found anywhere – not even by AI, as far as I know – and opinions will differ as to what it is.
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman recapped the stock market’s latest record-setting run. He also dug into the health of the global economy and the latest inflation numbers from the United States.
Elevated yields and conservative balance sheets are helping high yield stay resilient amid trade uncertainty.
Since the last update of our three ‘Tactical Rules’ on June 17th, both domestic and international equity markets have rallied, increasing roughly 6.9% and 3.7%, respectively.
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Markets entered the second half of 2025 with renewed optimism, though not without turbulence earlier this year.
Younger workers are facing difficult employment prospects.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Despite triple the amount of tariff income, the July budget deficit surged to $294.14 billion, 19 percent higher than a year ago, according to the Monthly Treasury Statement.
After a mega, multi-year run of outperformance in U.S. equities over non-U.S. equities, investors have begun to question their regional equity weights.
The latest wholesale inflation numbers in the U.S. took some of the wind out of Wall Street’s sails this week, but they haven’t dulled investor enthusiasm for gold.
To benefit from a corporate buyback, an individual must sell their shares to the company. Conversely, those holding on to their shares are not compensated.
With economic data, the challenge is that our instruments are more error prone. The monthly jobs reports rely on employers responding to surveys correctly and quickly.
U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.
The top articles on Advisor Perspectives during the month of July featured some of the most popular longtime writers for the site, as well as a few newcomers.
High yield bonds have historically delivered attractive long-term returns, and since the Great Financial Crisis they have also become higher quality, as weaker borrowers have departed the sector for the private credit and leveraged loan markets.
The U.S. economy is like a finely tuned sports car—powerful, tough, and built for speed. It has managed to climb steep inclines in recent years, competently maneuvering past multiple roadblocks.
The day of reckoning is here. Earlier in the summer, the Trump Administration set a global trade deal negotiation deadline of August 1.
After some back-and-forth over whether gold bullion imports into the United States would be hit with tariffs, the Trump administration confirmed yesterday that they will not be. In response, spot gold fell 1.62% and spot silver dropped 1.86%.
For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.
As the universe of investors seeking to increase their exposure to private markets grows, and now includes wealth advisors and family offices, investors need to consider not just what they own but how they own it.
Markets are driven by fear and greed, with recent fears centered on the perceived perils of investing when markets have just reached an all-time high. Fundamental Equities Global CIO Tony DeSpirito suggests this concern may be overblown, with historical patterns showing that investing at market highs has had little to no impact on longer-run performance outcomes.
High yield ETFs, particularly short high yield, have been a significant contributor to portfolio performance, providing relatively reliable fixed income return with relatively little volatility.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses Growth at a Reasonable Price (GARP) and presents five small- to mid-cap growth stocks at a reasonable price he believes are worth researching.
Last week, the S&P 500 had a rally that took it to 3 straight record highs. The momentum cooled as economic data painted a complex picture.
Borrowing can offer flexibility and align with long-term financial goals.
July’s Consumer Price Index (CPI) report showed headline year-over-year inflation remained steady at 2.7%, below the anticipated level of 2.8%.
A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting
Active emerging markets ETFs can provide that international performance even if international equities broadly don’t spike as they did earlier this year.
Despite headline noise from U.S. tariffs and mixed earnings, India’s structural growth pillars—credit expansion, services exports and infrastructure delivery—remain firmly intact in 2025.
For many investors, land ownership is part of the American Dream. But what happens when the land you own sits idle?
Some market observers say that the biggest wave of corporate treasury adoption of cryptocurrency has come and gone. However, some studies point to a long runway for corporations to bring crypto into their portfolios.
Investors seeking a Goldilocks option to balance yield and rate risk may want to consider intermediate bonds.
With 90% of S&P 500 companies having reported second quarter results, corporate America has handily topped expectations, displaying resilience in the face of a challenging policy environment.
