As pharma giants spend billions on acquisitions of startups developing new ways to harness radiation in the fight against cancer, the chief executive officer of Perspective Therapeutics Inc. found himself getting top billing at two different industry gatherings this week.
Choosing a school that enables you to graduate with the least amount of debt, or, even better, with no debt at all, is a message more students need to hear.
The first quarter was strong for major U.S. investment banks as the economy grew and M&A and IPO activity accelerated.
Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.
Private markets continue to become an even more prevalent component of investor portfolios, providing access to an expanded opportunity set and strong diversification beyond traditional stocks and bonds.
Over half of Gen Z and Millennials have a side hustle or some kind of gig work to supplement their income. The numbers show that nearly two-thirds of workers are living paycheck to paycheck.
Fueled in part by expectations that the Federal Reserve will lower interest rates this year — or at the very least, won’t hike anymore — preferred stocks and related ETFs are delivering solid showings for income investors.
March U.S. consumer prices rose faster than expected. The reacceleration in supercore inflation suggests the strong inflation readings at the start of the year may not have been mere blips.
The biggest US bank stocks have soared over the past six months, outpacing the S&P 500’s gains. But whether they can maintain that momentum is the big question entering earnings season.
The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
This week’s discussion is a follow-up to last week’s overview of the elongation of the economic cycle.
Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.
The Japanese economy and stock market are turning a corner after decades of disappointment. Mutual Series believes finding the companies that are truly embracing reform could prove crucial in uncovering and unlocking tremendous value over the next few years.
Signs that inflation has yet to release its grip on markets have simmered for weeks. Now they’re boiling over after Wednesday’s hotter-than-forecast consumer price index sent stocks and bonds reeling.
It can be a tall task to compare diverse lifetime income solutions. Applying a comprehensive framework may enable a level playing field.
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
Not even an uptick in inflation or lofty stock valuations could keep the bulls at bay. Here are some of the popular ETFs in the first quarter.
I will explore practical strategies for advisors to focus on fostering deeper client relationships and leveraging new metrics for a more comprehensive understanding of their practice's impact and valuation.
A measure of underlying US inflation topped forecasts for a third straight month, heralding a fresh wave of price pressures that will likely delay any Federal Reserve interest-rate cuts until later in the year.
Rising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.
Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
How might investors consider positioning their portfolios amid today's complex and uncertain economic landscape?
Water raises the risks of conflict, civil unrest and economic pain in many parts of the world.
Bond laddering, particularly within the confines of the ETF wrapper in funds such as USIN, can be useful to advisors and investors.
“Some of it is just owning your situation, right? Okay, I wanted to get all this stuff done, but I can't. That doesn't mean I'm a failure. That just means that's what happened today. What can I do to fix it? So instead of it letting it beat you down, just accept it and give yourself grace.” – Lisa Werner
More than 10 years after stepping into the independent space, Lisa Werner, Life Underwriting Training Council Fellow (LUTCF) and Retirement Income Certified Professional® (RICP) at Marketplace Financial Group, continues serving individual and small business clients as a comprehensive financial professional. Don’t miss this episode of Cambridge Stronger as Lisa unravels her journey to the independent space and shares what key insights she learned along the way. From finding clients to uncovering their big picture strategy, Lisa highlights how she guides her clients through the transition to retirement.
Having a comprehensive retirement income plan that is regularly updated, accommodates changes in spending needs, inflation, market fluctuations and taxes is crucial for peace of mind in retirement.
News reports announced the deregulation of real estate brokerage fees would slash commissions by 25% to 50%. How would that happen?
A steady march higher in markets was snapped by a stretch of jarring volatility as traders gave hints there’s a limit to their appetite for hot economic data.
Treasury yields reached their highest levels of the year Monday — where they swiftly attracted buyers — as traders decided two Federal Reserve interest-rate cuts are likelier than three this year.
In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.
While artificial intelligence and new technologies have captured the market's attention, this quarter we reminisce about the good old days and a key piece of technology that has endlessly entertained us all – classic video games.
I have never come anywhere close to running a marathon of any sort. I am told the last mile could be the most difficult part of the endeavor.
More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.
During running bull markets, much commentary is written on why this time is different and why investors should not worry about market corrections.
Investors are choosing bonds in record numbers – in 2023, global bond ETFs gathered an annual record of over $300 billion in flows with iShares leading with $113 billion. My guest today will explain why this will continue, as many investors are still significantly underweight to fixed income, with a 22% average allocation. You will hear why investors need to step out of cash and move faster into fixed income because, historically, the market has priced in rate actions long before they occur.
More broad spread adoption of options strategies mean a variety of options are now available to investors, but don't overlook FLEX options.
While getting your loans wiped out can seem like a lifesaver, it may come with some negative financial implications.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Limited Term Bond ETF (FLTB) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Blackstone Inc. struck a roughly $10 billion deal for an apartment landlord in the latest sign that the real estate investor sees a ripe moment to pour money into the property market.
Success in the insurance channel requires an understanding of the distinctive investment needs and regulatory considerations it faces.
Suppose everything we believe about carbon and climate is wrong?
Can Federal Reserve (Fed) officials live with such a strong labor market and still start lowering interest rates in June or July?
Investors have been opting for intermediate-term bonds funds as uncertainty over the Federal Reserve's policy looms.
Derive market upside and tax-efficient income with the actively managed NEOS S&P 500 High Income ETF (SPYI).
March was another positive month for markets, continuing the rally to start the year. Improving corporate fundamentals and a supportive economic backdrop drove solid single-digit returns for U.S. markets during the month.
Understanding the social risks posed by climate transition requires discipline, nuance and a systematic approach.
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a. Mr. Valuation, is going to show you how to invest in very fast super growth stocks so you can make above-average long-term rates of return.
The only way to outperform an index is to be different from that index in the right way. For the last few years, there has only been one way to do that. But if the Titans tank, if they flatline or even if they are just joined in their bull market by more sectors and companies, there will be many more.
A critical question is how do we get as much buying power as possible from the beginning of the crisis through to the other side? Part of the answer is Warren Buffett’s admonition to never bet against America. Better to do as he does, investing in specific parts of America.
