The health of the British economy is top of mind for voters in this election.

The Tax Cuts and Jobs Act of 2017 (TCJA) is expected to sunset at the end of next year and there is likely to be a lot of chatter about what the potential changes in tax laws could mean for U.S. taxpayers.

It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.

The Federal Reserve policy can set the tone that drives interest rates across the maturity range but an earlier market rate downturn can occur as a signal of investor perception of a slowdown in the economy.

Is the labor market okay? Depends on who you ask. The answer to that question should be a strong guidepost for whether you like Consumer Staples relative to the broad market.

Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for interest rates. He sees interest rates moving in a cyclical pattern, potentially rising for another multi-decade period.

US Treasuries are on the brink of breaking even during a roller-coaster first half of the year.

Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.

A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.

In the second half of the year, investors will likely be navigating a potential divergence in monetary policy among the major economy central banks, a more normalized U.S. interest rate regime, and an equity market that may favor quality.

High interest rates continue to add a dose of uncertainty into the bond markets. Investors are responding by turning to active ETFs.

You can’t sell the negative. Clients will vent negatives, but won’t buy them. You need to turn negatives into positives. Redirect Moving Away comments into Moving Toward Goals.

Pacific Investment Management Co. expects more regional bank failures in the US because of a “very high” concentration of troubled commercial real estate loans on their books.

The longer interest rates stay higher, the stronger the case grows for … a carbon tax.

Nvidia Corp. insiders have sold shares worth more than $700 million this year as the stock continues to push deeper into record territory amid unrelenting demand for its chips.

Last week, Donald Trump proposed replacing the income tax with a tariff on imports. Washington DC let out a loud, and collective, scoff. The average American was intrigued. More on this in a few…but to be clear, the idea as it stands won’t work in our current system.

For those of you who are not math geeks, ‘rise over run’ is the formula for the slope of a line. What does this have to do with the latest Federal Reserve (Fed) decision, you may ask?

On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter discussed the latest U.S. inflation data and how it could impact Fed policy. They also assessed when the BofE could begin lowering borrowing costs and concluded with an update on economic growth in China.

High-yield credit is experiencing strong inflows and investor confidence, potentially offering attractive returns and reduced volatility compared to other risk assets.

VettaFi has recently been named as a finalist for a Wealth Management award for our Expanded Research Offerings.

Introducing a new asset class to RIAs is an intensive process, but one I believe is paramount to provide them with the solutions needed to address client goals. Private equity real estate is an increasingly important addition to any portfolio that can now be easily accessed and readily understood.

A technical trading strategy with a perfect trading record this year is signaling that it’s time to sell long-maturity Treasuries after a rally last week.

In periods of positive stock/bond correlations, the case for diversified sources of return is much clearer. With stocks and bonds now showing their strongest positive correlation in almost 30 years, the natural diversification and risk protection that a traditional 60/40 portfolio offers is open to question.

Albert Einstein supposedly said that compound interest is the most powerful force in the universe. (He didn’t.) Thanks to neuronal adaptation, however, amnesia is the most powerful force in the financial universe.

More than a few individuals were active in the markets in 1999-2000, but many participants today were not. I remember looking at charts and writing about the craziness in markets as the fears of “Y2K” and the boom of “internet” filled media headlines.

This week, the International Air Transport Association (IATA) significantly upgraded its profitability projections for airlines in 2024. The trade group now expects net profits to reach $30.5 billion, an increase from $27.4 billion in 2023.

You know I’m highly concerned about government debt in the developed world, particularly the US. I’ve said for years a crisis is coming. We’ve blown right past all our chances to avoid it. Now all we can do is imagine what the crisis will look like… and how much it will hurt.

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

The shift in consumer behavior toward buying more discretionary items is attributed to the deceleration of inflation, according to Costco management.

It’s certainly a challenging time to be an investor. It's probably why a call for caution and diversification seems to be getting louder.

Municipal bonds deviated from U.S. fixed income assets and posted negative performance in May.

Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.

Apple Inc. investors finally have a roadmap for how it will use artificial intelligence — and they’ve responded by pushing the stock toward its best week in more than two years.

Confidence is up, but inflation and other worries offer ways to work toward better outcomes.

The further acceleration and broadening of corporate profit growth supports RBA’s bullish near-term outlook for many regions and sectors of the stock market. However, when constructing portfolios, it has paid to separate the equity asset allocation decision from the equity selection decision.

As expected, the Federal Reserve kept its policy rate unchanged at the June meeting, but left the door open to rate cuts later this year if inflation declines.

Inflation is not fun. And—for the past 30 years—it has largely been a non-issue for consumers. That dynamic has changed. The relevant question is whether this is something persistent and meaningful or simply a fleeting feeling.

For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead. Our Bill Cass discusses the details.

Many investors and advisors take rebalancing for granted because it’s often done behind the scenes

Bond traders loaded back up on interest-rate-cut bets — and even the pushback coming out of the Federal Reserve did little to shake their conviction.

VettaFi discusses spot ether ETFs, spot bitcoin ETFs, and the crypto ETF universe.

Certain segments of the economy and stock market have experienced much stronger recoveries this year, underscoring a severe bifurcation between the "haves" and "have nots."

I was a landlord once and it didn’t turn out how I expected. I think it mattered that I didn’t set out to be a landlord. I had bought a house in Baltimore City that I expected to live in for many years.

The investment landscape has proved remarkably resilient thus far in 2024 given several headwinds including inflation, interest rates, and the unsettled geopolitical situation. Fortunately, employment remains solid, and companies continue to deliver improved profit growth.

The derivative income space has grown tremendously over the last five years. Since the end of 2019 there has been a ten-fold increase in assets invested in derivative income ETFs and mutual funds, from $7bn to $73bn.

We are moving our first federal funds rate cut to September of this year compared to our current July call although we are going to get more information from Federal Reserve officials after the release of the Summary of Economic Projections and the new ‘dot plot’ on June 12.

Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. What does inflation mean at the micro level — specifically to your household?

Cboe’s Rob Marrocco goes around the world of ETFs, discussing everything from the potential ETF share class structure to what comes next for the industry. VettaFi’s Lara Crigger highlights year-to-date ETF flows, provides an update on spot ether ETFs, and goes in-depth on the prospective Texas Stock Exchange.

I work on facilitation and teambuilding quite a bit with teams of all sizes, so I am always either coming up with my own new ideas for engaging options or scouring the market to learn what others are doing.

A planner using a fee-offset model sets an annual fixed fee for their services. Then any commissions earned from the sale of products, usually insurance products, are credited back to the client, offsetting and reducing the annual fee by the amount of the commission.