Is there a point where support crosses a line and becomes a form of dependency for adult children while putting the financial security of the parent at risk?

The Federal Reserve weighs the data while investors wonder: When will rate cuts begin?

At Mutual Series, we do not believe the packed and contentious 2024 global election season will upend the major long-term trends around supply-chain links, energy security and defense—all of which can further support certain value stocks.

The economic outlook in the United States is unusually murky, with different sets of indicators telling different stories. But it is entirely possible that inflation will get stuck at a level inconsistent with the US Federal Reserve’s target, reducing – perhaps even to zero – the number of interest-rate cuts this year.

It’s been a raucous past year for fixed income investors. Following years of quiet for rate markets, the Fed’s rapid rate hikes, and subsequent signals about rate cuts, have reinvigorated fixed income investing.

It is essential to have open and honest pre-wedding conversations about both partners’ personal finances and attitudes about money.

President Joe Biden’s new budget isn’t going anywhere. Policy for the current fiscal year is in disarray, to say nothing of the one that starts next October — and things will probably get worse as elections approach.

This article explores the benefit of the optimal allocations to RILA crediting strategies using expected returns and a model that accounts for the unique (non-normal) return distributions of RILAs.

While investing strategies should be consistent, changes in markets and the economy make some advice more relevant than it was in the past. Here are the top 10 things I’m telling clients.

Sentiment data is beginning to match relatively strong "hard" economic data.

Do you know that the headline Personal Consumption Expenditures (PCE) was 2.4% in January while the core PCE was 2.8%? This is very close to the 2% target.

Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. A multitude of factors, including soaring home prices, elevated interest rates and persistent inflation, has created the perfect storm, making homeownership a distant reality for more U.S. residents.

Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices.

Snap up more Japanese stocks, ratchet up shorts on government debt and keep buying the yen: these are some of the most popular calls from big-name money managers ahead of a central bank meeting that may end the world’s last experiment with negative interest rates.

Corporate taxes illustrate the complexity of global policy coordination.

Real estate prices have bottomed and there’s a great opportunity to move fast and buy assets at beaten-down prices, according to Blackstone Inc. President Jon Gray.

After years of managing household budgets through the stress of the worst inflation in a generation, US families are increasingly pressured by a different kind of financial squeeze: The cost of carrying debt.

Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage at BlackRock, and Anne Ackerley, Head of BlackRock’s Retirement Group, sat down for a conversation about women and investing – the good, the bad, and the diversified.

Stubborn core and supercore inflation will mean that the Fed will want some more evidence that their preferred measures of inflation are moving sustainably lower according to Nikhil Mohan, Franklin Fixed Income economist.

The ongoing narrative around the strength of large-cap equities will continue to center around forthcoming rate cuts. Once the Federal Reserve receives the economic data it needs to loosen monetary policy and hit its inflation goal of 2%, it could propel growth-oriented large-cap stocks into the stratosphere.

Municipals posted positive performance and outperformed comparable Treasuries in February. We expect supply-and-demand dynamics to turn less supportive in the coming months. After patience to start the year, we would view any material backup as an opportunity to buy.

Trading volumes for spot bitcoin ETFs have been the talk of the industry. David Mann, our Head of Global ETF Product and Capital Markets, offers his take on how best to evaluate the liquidity of these ETFs via his favorite NFL team.

For decades, the tech sector wasn’t viewed as a prime source of equity income. But that’s changed for the better in recent years, and that positive evolution is ongoing.

The labor market is the most important leading indicator of consumption, and of the ability of the bougie broke to continue to be bougie instead of flat-out broke!

With interest-rate cuts off the table for now, the US Federal Reserve will focus on a different topic at next week’s policy-making meeting: when and how to slow quantitative tightening, the process of reducing the vast securities portfolio amassed in previous efforts to support economic activity.

Among the many too-good-to-be-true financial stories is the Alpha Architect 1-3 Month Box ETF, known by its ticker BOXX, that offers Treasury bill yields taxed at capital gains rates.

For many investors, fixed income is intended to serve as the ballast of a portfolio. This means that it hopefully provides stability in turbulent times while providing consistent and known income, cash flow, and return of principal.

Franklin Templeton’s Tony Davidow discusses the challenges and opportunities within commercial real estate with Jeb Belford of Clarion Partners.

Food prices are dragging down feelings about the economy.

Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.

Understanding what structured notes are, how they are used, and what types of investors might consider them is key to determining if they are a good investment for an individual’s situation.

Going against type, some Canadians are being very negative. A chorus of doomsayers is pointing out that by some measures, Canadian per-capita GDP is in decline.

Underlying US inflation topped forecasts for a second month in February as prices jumped for used cars, air travel and clothes, reinforcing the Federal Reserve’s cautious approach to cutting interest rates.

William Thorndike’s book The Outsiders has been considered a classic for some time now. His story teaches readers about the business performance of Henry Singleton, Katherine Graham, John Malone and Daniel Burke.

Sometimes, and February was one of those times, the information on the U.S. labor market doesn’t make sense. Many argue that government agencies are cooking the books.

In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022.

Taking advantage of yields now before the Federal Reserve loosens monetary policy has caused investors to scramble for bond exposure amid record issuance in 2024. Prospective investors looking to add core exposure to their portfolios can consider a pair of ETFs from Vanguard.

Among the larger ETF providers, few have product stability like Vanguard. When changes do occur, that’s worthy of celebration. Last week, some of Vanguard’s fixed income leadership was in New York to help close the stock market at the Nasdaq. VettaFi was honored to join them.

In a new piece, GMO’s long-term investment strategist Jeremy Grantham reexamines the ‘great paradox’ of the U.S. market.

Though we are still grappling with the post-pandemic shock, throughout last year pundits underestimated the durability of the American consumer.

There has been a lot of theorizing about why so many Americans feel worse off economically. True, real wages are now finally increasing, the labor market is great, the stock market is up, and consumers are spending.

This week, the US bond market faces its own Super Tuesday of sorts: the release of fresh inflation data investors will use to predict when the Federal Reserve will start cutting interest rates.

Forget the artificial-intelligence frenzy — the most-exciting trade on Wall Street right now might just be betting on boring.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, and Professor Nathan Mauck, will go over the value stock AES Corp, which is leading the charge in clean renewal energy.

India's prospects are bright, but the country faces significant headwinds. Here's what to know as an investor.

In a move aimed at offering voters a pre-election giveaway, UK Chancellor Jeremy Hunt cut national insurance contributions by 2 percentage points in his spring budget. He had previously cut national insurance contributions by 2 percentage points in the autumn budget less than four months ago.

Australia’s QIC Ltd. expects the Federal Reserve to keep interest rates elevated through the year — or even raise them further — as the US economy powers ahead, a contrarian call that’s increasingly gaining traction.

JPMorgan Chase & Co. will continue hiring in China for its asset management business as it targets growth in the world’s second-largest economy.

Record issuance in bonds to start 2024 is now showing up in the sales numbers. In the case of corporate bonds, record issuance in January was met with record sales in February as the scramble to lock in yields is spurring bond buyers to act.

Recessions are part of the economic cycle. No one looks forward to a recession because of the pain it can impose on investors or worse, job security.