The House Ways & Means Committee advanced a comprehensive tax bill this week. Our Bill Cass discusses the key provisions and how they may impact taxpayers.
Retirement. It’s a phase of life that brings with it unique challenges, particularly when it comes to healthcare. In the U.S., the average lifespan is 79 years (compared to the global average of 73 years).
While April brought further welcome news on the inflation front, underlying consumer fundamentals painted a more concerning picture.
A recent Gallup poll shows gold just passed stocks as Americans’ favorite long-term investment. We explore why it might deserve the top spot.
Major gauges of investment-grade corporate bonds were stung by the April bout of volatility that permeated the bond market.
Technology and trends have made individual investors an important part of the private market.
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.
While equities are on their way to recovering January 1 levels, enhanced volatility lends itself to active ETF strategies this year.
If only Europe could offer property investors the kind of buffet the US provides. For now, its listed real estate sector is fragmented and dysfunctional, the raison d’etre seemingly to create cheap takeover targets for buyout firms.
President Donald Trump said he would set tariff rates for US trading partners “over the next two to three weeks,” saying his administration lacks the capacity to negotiate deals with all of its trading partners.
Global funds are pouring money back into India, driving billion-dollar corporate financing deals and sending stocks prices to near a seven-month high, as investors bet that Asia’s third-largest economy can emerge as a winner in President Donald Trump’s trade war.
Warren Buffett’s Berkshire Hathaway Inc. made no major purchases during the market slump that preceded President Donald Trump’s trade war, instead whittling or selling off holdings in financial stocks during the first quarter.
Technology stocks have been buffeted by market volatility in early 2025, with shares tied to artificial intelligence (AI) hit especially hard.
Emirates Global Aluminium plans to start building a $4 billion plant in Oklahoma next year as Donald Trump pushes for massive investments from oil-rich Gulf states to avoid his tariffs.
The share of outstanding US consumer debt that’s in delinquency rose in the first quarter to the highest in five years, reflecting an end to the pandemic-era pause on reporting delinquent student loan payments on credit reports.
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
529 plans provide tax benefits, estate planning advantages, and flexible education savings. Our Bill Cass explains how 529 plans can be part of an estate planning strategy.
So far in 2025, markets have had plenty to absorb: the Trump administration’s tariffs, Germany’s latest investment commitments, the implications of the DeepSeek moment, and escalating military conflicts (now including one on the India-Pakistan border).
While the CPI has dipped close to the mythical 2 percent target, core CPI remains elevated.
We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
After a brief reprieve from all the recession talk while the Fed was raising rates to decades-old high watermarks, the ‘R’ word has come back into vogue once again post-Liberation day.
Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable
On Monday, the U.S. and China announced they will temporarily suspend the high import tariffs they imposed on each other earlier this year.
Alternative ETFs, which package exposures like commodities and digital assets, have experienced record-breaking adoption in the past year.
The selloff in Japan’s long-dated bonds is drawing international investors, who expect the securities to rebound as global trade turmoil abates.
Saudi Arabia is ramping up efforts to lure high frequency trading firms — a campaign that’s already brought in major players from Citadel Securities to Hudson River Trading — as it looks to bolster activity on the Middle East’s largest stock market.
Gold steadied as investors pulled away from risky assets and waited for more clues on the Federal Reserve’s rate path.
JPMorgan Chase & Co.’s chief of global markets strategy said the US could dodge a recession as the probability of that scenario has decreased following better clarity over global trade.
Federal Reserve Chair Jerome Powell said policymakers are weighing changes to key parts of the framework that guides their monetary policy decisions, including how they think about shortfalls in US employment and approach their inflation target.
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Our overarching theme for U.S. fixed income has been, and will continue to be, based on the premise that interest rates will stay at more historically “normal” levels, but that, within this backdrop, investors will face heightened volatility.
In this video – Part 2 – Extreme Risk of High Valuation – Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, using the S&P 500 (SPY) as a proxy.
By the end of April, the S&P 500 rallied its way back, recovering nearly all the declines notched in the opening days of the month when President Trump's "Liberation Day" tariff plans tipped markets towards bear territory.
China has been a focal point of American trade policy for many years, but tensions were escalated early in the second Trump term.
Emerging market equities and bonds could benefit if the US dollar weakens—a possible scenario amid tariff turmoil.
The artificial intelligence arms race has prompted a contest for America’s power plants.
When volatility ripped through markets last month, many investors scrambled to respond. Some wanted to quickly adjust specific security exposures. Others wanted to flee to cash or build in protection against additional downside moves. And some rushed to buy the dip.
Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.
Are you trying to grow a stable team of advisors and retain top talent? Young advisors are looking for RIA firms that offer remote work flexibility, a clear path toward advancement and role transparency.
Join the thought leaders at WisdomTree for a robust look at the market and unpack the insights that can help you position your portfolio for success.
Explore the performance journey of the S&P 500, Nasdaq, and Dow Jones since their peaks in 2000. This video analyzes how these key U.S. stock market indexes have navigated over two decades of economic shifts and technological change, revealing their distinct paths through April 2025.
A solution that merely saves time on administrative tasks will quickly become stale as the business grows. Success lies in determining how the AI tool you are implementing will have a lasting effect on the advisor’s workday routine.
It can be tempting to react when someone at work criticizes you at work, but take some time to consider the issue before you do.
To help exemplify the importance of UX, I’m breaking down a few of the most common UX myths, along with the top recommendations to avoid the pitfalls associated with them.
The agreement between the US and China to roll back their respective tariffs for 90 days has led to renewed optimism that the worst of America’s trade wars is over.
Equity investors pushed back into the market by a relentless rally are about to find out that the real challenge is just beginning.
Anyone betting on the end of the private credit boom has been on the back foot of late as the upstart $1.6 trillion asset class has notched up a string of wins. But the industry’s naysayers won’t be conceding defeat just yet.
Retail investors have won again. When trade tensions flared in early April and about $6.6 trillion in market value vanished from US stocks in just two business days – the fifth-worst two-day drop since the S&P 500’s creation in 1957 – they didn’t panic.
Warren Buffett has finally answered a question that has long intrigued investors: What sparked his interest in five Japanese trading houses in 2020, a bet that is now worth more than $25 billion?
Flows of gold into Asian ETFs exploded in April, driving global ETF gold holdings higher for the fifth straight month.
