In today’s competitive landscape, a training program may be crucial to help advisors master retirement plans and excel in client engagement. Training builds a knowledgeable, adaptable and trustworthy team.
When it comes to stocks and the stock market, do you speculate in stocks or do you invest in stocks? In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to look at the distinctions between investing or speculating, and going to make sure that you understand the differences between speculating and investing, and how that should alter your behavior.
The greatest benefits of TCJA were deep in its details.
Tax season can be stressful, but with the right approach, advisors can turn it into an opportunity.
Are European equities poised for a sustained recovery relative to U.S. equities? We outline five reasons why, as long-term investors, we continue to favor U.S. equities over European equities.
In this post we attempt to demystify the mechanics and implications behind why the Fed is considering pausing its QT program.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the BondBloxx Private Credit CLO ETF (PCMM) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Join experts from State Street Global Advisors, Richard Bernstein Advisors, and Auour Investments and discover how you can best prepare your portfolio for challenges and opportunities in 2025.
Overall, it is a system deeply rooted in familial interdependence. The responsibility for widows rests squarely with family members, reflecting a culture where support networks are built on kinship rather than institutional safety nets.
Don’t choose technology for the firm that you were, or even the firm you are now. Choose technology for the firm you want to become in five years.
Investors should not be overly distracted by the recent spate of political headlines and social media updates.
Treasuries rallied, led by 10-year yields dropping 10 basis points as traders boosted bets on Federal Reserve interest-rate cuts, with US President Donald Trump’s tariff plans weighing on risk appetite.
A crowded trade is defined as a position characterized by a high concentration of institutional investors relative to the underlying liquidity.
Donald Trump’s administration is sketching out tougher versions of US semiconductor curbs and pressuring key allies to escalate their restrictions on China’s chip industry, an early indication the new US president plans to expand efforts that began under Joe Biden to limit Beijing’s technological prowess.
ETF expert Dave Nadig offers hot takes on a range of topics, including private equity in ETFs, Truth.Fi entering the space, memecoins, and increasingly exotic ETF launches. VettaFi’s Todd Rosenbluth discusses an ongoing battle for the ETF throne and presents the latest advisor polling data on fixed income.
For the last five years, BP Plc has put ideology ahead of profitability. This week, its board of directors has a final chance to change direction. If it doesn’t, an investor revolt will follow, and many executives could be out of a job by summer.
The US Federal Reserve has begun a process with vast implications for the global economy: rethinking the framework by which it sets the interest rates that influence prices and lending in the US and just about everywhere else.
A strong conviction trade is being shaken. As international stocks are outperforming this year, global investors are asking if their faith in US exceptionalism has gone too far.
Equities were continuing to grind higher until Friday’s selloff, as the market got caught up in weaker economic data and potential tariff changes, which could shake up earnings expectations and global trade flows.
When constructing a target-date fund (TDF) glide path, providers have many decisions to make, such as what asset classes to include, when to include them, and how much to allocate to each.
Retail investors are expected to become more bullish about increasing equity exposure when markets rise.
At this time of year, those of us who live in the Northern hemisphere are looking forward to a change of season. Statistically, every February week in Chicago should see the daily high temperature rise by 2-3 degrees Fahrenheit, but conditions can vary significantly from expectations.
In the second half of 2024 the risk premia associated with inflation releases declined relative to labor market data as the Fed shifted focus toward labor market and away from inflation risk. With elevated S&P 500 Index concentration and the market leadership of the artificial intelligence (AI) theme, some single company earnings (NVIDIA) have been rising risk events for the entire index.
Earnings season is winding down, and the spotlight will soon shift toward 2025 trends after an impressive end to last year.
The managed account industry has seen tremendous growth and client adoption, with assets increasing by 28% over the last year and 50% over the past two years.
We have called inflation “political kryptonite” because it is so damaging to politicians. Clearly, inflation played a role in the 2024 election. So now that President Trump sits in the Oval Office, his opponents have been trying hard to link anything and everything in his agenda to inflation.
Back in May of 2024, we wrote a weekly commentary called: “We Can’t Import Cheap Homes; But We Could Import Cheap EV Cars.” In that weekly we argued that since the U.S. auto industry, does not want to build small cars because it is not competitive, then we should open the lower-end EV automobile industry to imports from China.
For the latest Road to Exchange video, TMX VettaFi Investment Strategist Cinthia Murphy interviewed Lead-Lag Report publisher Michael Gayed. The two discussed market uncertainty, trusted filters, and the value of in-person events.
Despite what many of my critics think, I am agnostic about cryptocurrency. However, I am willing to shed light on details that most crypto supporters refuse to discuss or even acknowledge.
What are the hidden advantages of living away from “noisy” investing centers like New York? We’ll dive into the pros and cons of being in a financial hub versus a more laid-back flyover state like Colorado.
In a market as broad, opaque and inefficient as the municipal bond market, in which compliance oversight and efficiency are paramount, these initial efficiency gains are just the tip of what may prove to be a transformative technology iceberg.
With our most reliable valuation measures more extreme than both the 1929 and 2000 market peaks, we continue to believe that the stock market is tracing out the extended peak of the third great speculative bubble in U.S. history.
Alibaba Group Holding Ltd. pledged to invest more than 380 billion yuan ($53 billion) on AI infrastructure such as data centers over the next three years, a major commitment that underscores the e-commerce pioneer’s ambitions of becoming a leader in artificial intelligence.
The Trump administration took aim at China with a series of moves involving investment, trade and other issues that raises the risk ties may soon worsen between the US and its top economic rival.
JPMorgan Chase & Co. is dramatically ramping up its direct-lending effort, setting aside an additional $50 billion to capture a bigger chunk of the fast-growing market.
Berkshire Hathaway Inc. released its latest shareholder letter Saturday, and the content is — by and large — the usual timeless Warren Buffett fare.
There are several answers, but an important financial one is that recent fundamental market changes have been much more disruptive for egg buyers than computer-processing users.
Salesforce Inc. has signed a multibillion-dollar cloud deal with Alphabet Inc.’s Google, part of a larger effort to combine forces and attract corporate customers currently using Microsoft Corp.’s productivity and artificial intelligence products.
None of us outside Trump’s inner circle know what the real goals are. What looks like needless chaos might lead to benefits that outweigh the costs. One potential benefit is revenue. Could the tariffs produce significant tax revenue that would help reduce the federal debt? The president seems to think so.
Apple Inc., as it seeks relief from US President Donald Trump’s tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.
Economic indicators provide insight into the health of the economy. They are closely watched to help them make informed decisions about business strategies.
This week has been both intense and inspiring as I attended the YPO Edge event in Barcelona, Spain. I had the privilege of experiencing numerous thought-provoking presentations, from the transformative impact of AI and disruptive technologies on businesses, to the vital role of health and wellbeing in fostering a learning-driven workforce.
Attractive yields and a broad opportunity set bolster active bond investments amid today’s uncertain macroeconomic and market outlook.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over Super Micro Computer (SMCI). In September of last year, Chuck did a video on SMCI, a lot has happened since that time so Chuck is doing this update on this AI Growth Stock.
Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.
Above-target US inflation and a strong labor market reflect robust economic fundamentals. But the biggest risks to the US economy’s continued growth are Donald Trump’s erratic communication and, perhaps more importantly, his populist trade and immigration policies.
Chief Investment Officer of Global Asset Allocation, Anwiti Bahuguna, Ph.D., outlines the investment themes and return expectations from our new 10-year outlook.
President Donald Trump told a gathering of governors that Apple Inc. CEO Tim Cook promised him that the company’s manufacturing would shift from Mexico to the US during a meeting at the White House this week.
The road to faster adoption of electric vehicles in India will pass through the railways — not the romantic train travel that stirred the imagination of writers for over a century and continues to inspire Bollywood, but efficient high-speed journeys.
Coinbase Global Inc. said the Securities and Exchange Commission has agreed to drop its lawsuit that accused the largest US cryptocurrency trading platform of running an illegal exchange.
