I offer a collection of observations and beliefs based on my 48 years of experience in the financial services business, which includes stints as either president or CEO of five different TAMPs and a consulting firm.

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.

Google unveiled a host of updates to its artificial intelligence offerings for cloud computing customers, emphasizing that the technology is safe and ready for use in the corporate realm, despite recent stumbles in consumer-facing tools.

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.

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.

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.

Suppose everything we believe about carbon and climate is wrong?

I asked Google's Gemini LLM to opine on the historical drawdowns of the Nasdaq 100. The results, though not perfect, are good enough that investors need to start paying attention.

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said artificial intelligence may be the biggest issue his bank is grappling with, likened its potential impact to that of the steam engine and said the technology could “augment virtually every job.”

Some of the world’s biggest money managers are searching for the next wave of artificial intelligence winners beyond the US.

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).

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.

Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?

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.

Mohamed El-Erian still expects Federal Reserve officials to cut interest rates twice this year, even as a blockbuster jobs report pushes traders to rethink the timing.

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.

Former Treasury Secretary Lawrence Summers said that the surge in US payrolls in March illustrates that the Federal Reserve is well off in its estimate of where the neutral interest rate is, and cautioned against any move to lower rates in June.

Many of us have our favorite economic and financial indicators. I’m referring to those indicators that don’t get a lot - if any - attention from the television channels geared toward finance and markets and yet can provide important insights. One of my favorites - the divergence between key US and German fixed-income benchmarks - is at a notable level.

From biodiversity and blended finance to a just transition and the cost of drugs, we preview the key ESG issues we’re targeting through research.

The question of whether the US dollar will be dethroned by a cryptocurrency, a stablecoin, or some other digital asset or payments system ultimately misses the point. What really matters is the mix of possible alternatives that today's evolving financial landscape will offer to governments pursuing a geopolitical advantage.

Emerging Markets make compelling investment destinations because of their upside, but most large indexes include human rights violators and hostile defense companies designed to hold U.S. forces at risk. How do safe, responsible investors approach the space?

National Security Index is a veteran-owned company comprised of financial and national security professionals who want to help Americans invest in foreign markets responsibly. Join this upcoming LiveCast to find out how you can remove bad actors and still have exposure to the sectors and regions your portfolio needs to maximize its potential.

Shares in Google-parent Alphabet Inc. have lagged competitors so far this year. There is worry its faltering progress in artificial intelligence means the outlook’s not so hot for its core business of selling ads alongside search results. But one part of its empire, minimally detailed on the company’s filings like some side hustle, shows no sign of being knocked from its throne.

The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.

A favorite Mark Twain aphorism states, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”

Two regional banks emerged as winners last year as deposit runs shook their industry. Their fortunes have diverged since: New York Community Bancorp Inc. required a frantic rescue last month. First Citizens BancShares Inc. has stretched its rally to more than double in value.

My last blog was titled “A Start to Remember for the Markets”—and it’s a story that continues to play out as we move further into 2024. With March’s closing price, the S&P 500 is now up 10.16 percent on the year.

While China obviously needs to boost private-sector confidence and revive growth with a more sustainable economic model, it is not clear that Chinese leaders fully appreciate the challenges they face. The shift back to state capitalism over the last decade is plainly incompatible with President Xi Jinping’s development goals.

Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.

Japan is finally experiencing much needed inflation, and the subsequent wage gains could be a catalyst for stock involvement.

A flurry of investor interest is taking place in the corporate bond market as investors scramble for yield before rate cuts.

Emerging-market local-currency bonds have rallied sharply since last October, along with other risky segments of the global bond market. However, navigating the market can be challenging.

Vanguard is an industry leader in offering muni bond ETFs that are highly tradeable, low cost, and have a strong track record of tight tracking error.

US Treasury Secretary Janet Yellen and her team are hoping their second visit to China in nine months, building on a series of bilateral talks, will yield valuable clues to the true state of the world’s No. 2 economy — even if no significant policy agreements are anticipated.

Investors need more patience for the euphoria about artificial intelligence to lift the stocks of software makers.

At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.

The easiest new client to get is the one that you don’t lose. Focusing on client retention is the key to the success of any business – whether you are an RIA or FA with 300 clients, or a mutual fund manager with 300,000 or three million shareholders. What are the lessons learned from past periods of stock and bond market stress applicable to client retention? How can regulators, watching the mutual fund industry and the advisory profession – so important to the national’s retirement savings – benefit from these lessons?

Market rally driven by a broadening of the market and optimism that the Federal Reserve will deliver rate cuts later this year.

Gold started this week at an all-time high. It’s up about 10% since the start of the year. That’s roughly on par with the S&P 500. All of this while inflation is trending down (with some bumps).

In 1983 Bonnie Tyler's ‘Total Eclipse of the Heart’ rocked the FM airwaves, reaching number 1 on the Billboard chart. My father, who couldn't get enough of the tune and played it over and over.

Emerging markets equities and the related exchange traded funds have long been responsive to Fed decisions on U.S. interest rates.

The S&P 500 closed March with a monthly gain of 3.10%, after a gain of 5.17% in February. After close on the last day of the month, zero of five Ivy portfolio ETFs are signaling "cash", down from last month's final single "cash" signal.

Continuing down our path will lead to Japan circa 1989.

Two applications, TikTok and Temu, are subjects of increasing concern over privacy practices.

Bond traders are piling into bearish bets, fueling a selloff in benchmark Treasury securities, as fresh evidence of robust US growth triggers a recalibration of expectations for Federal Reserve interest-rate policy.

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Finally, we will address the complexities advisors face in investment management, client growth, and retention.