What if you could capture the potential gains of the S&P 500, but limit your losses if the market goes down? Or earn above-market income given the right stock market conditions?
The new US tax law raises the SALT deduction cap and adds a new deduction for seniors.
President Donald Trump made headlines when he fired Bureau of Labor Statistics Commissioner Erika McEntarfer after a particularly bad July jobs report, calling it rigged.
Volatility across major asset classes is currently sitting at unusually low levels. While volatility is often viewed as a broad measure of risk in financial markets, its role has evolved significantly in recent years.
Investing in healthcare has long been a cornerstone of defensive, long-term growth strategies. It is, after all, a massive and expanding segment of the global economy.
While inflation has come down from its peak, it has proven stubborn to get below the 3 percent mark.
Recessions in the United States have become less frequent over time.
Like the “granny shot” in the game of basketball, the Fundstrat Granny Shots ETF (GRNY) is doing something seldom seen these days in the ETF world — it amassed over $2 billion in assets in less than nine months.
Many advisors have come to agree that the key to navigating 2025’s uncertain market is to do so through a well-diversified portfolio.
With a week as jam-packed with economic data, earnings, and events as last week, it’s no surprise it ended with a bout of volatility.
The July jobs report revealed significant downward revisions to payroll growth in the aftermath of the trade war, while also underscoring supply-side stress.
Gold surged to a record high in April 2025 but has since entered a quiet phase, trading sideways.
Get ready each week with high-conviction insights that go beyond media headlines.
U.S. equities experienced a sharp sell-off in early April, hitting a low point on "Liberation Day" when higher-than-expected tariffs intensified recession and inflation concerns.
As July gave way to August, an eventful news week moved markets. Corporate earnings continued to surprise to the upside.
Friday’s employment report produced the greatest downward revision in jobs in over half a century (excluding COVID), This is my interpretation of the fallout:
U.S. equities may be soaring, but earnings growth is narrowing fast—driven almost entirely by AI mega-caps. Paul Vella of Journey Strategic Wealth breaks down why investor sentiment remains fragile beneath the surface, with weak labor data, sticky inflation, and policy ambiguity setting the stage for a volatile August.
This article explores how equities – particularly bitcoin mining stocks – provide advisors with an often-overlooked path to crypto exposure.
The ETF wrapper provides a number of benefits for investors, combining tax-efficiency with cost savings. In more complex asset classes such as international equities, investors potentially compound the benefits of ETFs with those of active management.
Developing countries have navigated a changing world order relatively well so far. But to maintain this positive trajectory, they must create conditions that enable them to exploit the new opportunities created by AI, and multilateral institutions like the World Bank must support them in this multiyear effort.
July 2025 proved to be a compelling month for ETF investors, marked by a return to risk-on sentiment in some areas of the market.
S&P 500 dividend growth remains sturdy. But more and more companies are leaning into share repurchase programs as avenues for returning capital to shareholders.
Private markets have surged to $15T, but access remains complex. We explore two ways to gain exposure to private credit and asset managers without traditional hurdles.
As the turn of the calendar occurred on Friday, the bull streak for the market since the April lows ended. Such was not unexpected, and the correction has been a topic of discussion in our daily market commentary over the last two weeks.
Trend-following may struggle in range-bound markets, but it’s not the only macro approach.
The popularity of direct indexing has grown significantly since the pandemic, with no signs of easing.
Last week brought a wave of headlines for investors to digest – on both the macro and micro fronts.
A sharp shift in Fed expectations may trigger bond-market volatility while concerns about the economy may impact equities.
Some things change in markets and some don't. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025.
Another week of stellar earnings led to the S&P 500 and Nasdaq Composite hitting record levels by Thursday, but what a difference a day makes.
In this article, Russ Koesterich discusses resiliency in the tech sector and why he believes adding further to core positions in the space is justified.
70+ firms have filed for approval to offer ETF & mutual fund share classes of the same actively managed portfolio, per Morningstar.
What's the outlook for private equity in the second half — and the retail investors potentially interested?
The tech sector has trounced the broader market in the second quarter. So, it’s not surprising some market participants are growing concerned about concentration risks. Those worries are valid.
Efforts to reduce the central bank’s autonomy would likely disrupt markets.
The fixed income market exhibits traits that can lead to inefficiencies and mispricings, giving active managers the chance to use their expertise to potentially generate higher returns.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Stocks continued to rally in July, but complacency is creeping in. Below the surface, familiar concerns are returning: narrow leadership, policy uncertainty, and slowing inflation progress.
Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.
If you’ve been following the luxury sector, you’ve probably seen your fair share of sobering news.
Gold doesn’t need a black swan to deliver. Explore how investors can use gold for portfolio balance, income generation, and long-term stability.
It certainly seems hyper-politicization has come to every piece of economic data. Last week’s data are poster children for this, and the overbroad interpretations of the data by investors, the general public, policymakers, and politicians sow confusion.
U.S. trade strategy is a top worry among economists.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses Dividend Aristocrat Community Financial System Inc. (CBU) as a strong investment candidate for retired or income-focused investors. CBU is a Dividend Aristocrat that has increased its dividend for 32 consecutive years.
As digital technologies become the rails upon which money moves, the resilience and credibility of currency networks increasingly hinge on the integrity of technological infrastructure. This fundamentally changes the logic of monetary competition, with far-reaching implications for financial and geopolitical stability.
Over the past year, financial headlines continue to flood investors with doomsday predictions about the U.S. dollar. Whether it’s social media influencers waving “dollar collapse” charts or YouTube personalities warning about debasement, the noise has become deafening.
Strategic versus tactical asset allocation is an age-old debate in the world of asset managers, fiduciaries, and everyday investors alike.
Cutting to the chase… prepare to muddle through. I should point out that I felt that 2025 would be a Muddle Through year at the beginning of the year. We will talk about that below plus look at a lot of charts and yesterday’s rather poor employment data…
History confirms one thing — drawdowns do occur, instilling a level of market uncertainty of varying degrees.
A strong GDP rebound was quickly overshadowed by a weaker-than-expected jobs report and hotter-than-anticipated inflation.
