The newest member of the Federal Reserve Board, Stephen Miran, recently outlined his reasons for wanting interest rates to come down by roughly 2 percentage points—far more than any other Fed member.

Should the US Federal Reserve keep cutting interest rates? Markets certainly think it will: Futures prices suggest the federal funds rate will fall to about 3% by the end of 2026, from just above 4% now.

Overfunded pension plans don't have to die—they can live on in a 401(k) plan.

For more than two decades, US money managers have looked on enviously as Vanguard Group reaped the benefits of a unique structure that grafted the advantages of an ETF onto its biggest mutual funds.

Fall is here, making now an ideal time to address your year-end financial goals and begin mapping out new goals for the year ahead. Sequoia’s Special Needs Financial Planning team is a comprehensive financial planning partner, ready to support you on multiple fronts.

In this video, Chuck Carnevale, co-founder of FAST Graphs, dives deep into Comcast (CMCSA) to evaluate whether today’s low stock price represents risk or opportunity.

Advisors who want to grow a family office business need to make sure they have the expertise and resources to service the far-ranging needs of wealthy families. Some wealthy families are looking for a “one-stop solution.

Here are some key areas of focus as you think about solidifying your current team or preparing to transition and join a new team.

When it comes to managing risk, OCIO providers can’t afford to overlook history.

Changing CEOs won’t change the fact that the decision to pursue a merger lies with BNSF and Berkshire. Buffett and his management team are unlikely to be impressed by threats of proxy fights nor shareholder-activist bullies.

Over 60% of small cap investors use passive funds, but we strongly believe this is a missed opportunity, as small caps have consistently been one of the most reliable sources of alpha available in the public markets.

While it may seem that way at extremes, momentum tends to exhaust, and reversals or corrections become more probable. The RSI gives us a real-time gauge of when a trend may be vulnerable to a pullback or turn.

Always intense, the perennial debate over whether equities are too richly valued has become even more fervent of late.

On this week’s edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, assessed the health of the U.S. economy. He also explained why the Swiss National Bank held the line on monetary policy and discussed the potential market impacts of a U.S. government shutdown.

Goodbye summer, hello fall! As the sun sets on another season, we’re swapping beach days and backyard barbeques for crisp mornings, vibrant foliage, football weekends, and everything pumpkin spice.

My reasons are simple. The debt pile is unfathomably massive, and it’s accelerating. Fiscal imbalances are widening, and monetary policy is being constrained. The Fed can’t raise rates aggressively without bankrupting the government, but it also can’t make deep cuts without tanking the dollar.

For an industry that’s only just getting started, there’s a lot of hype around humanoid robots.

VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Some Wall Street pundits believe that the recent Fed rate cut makes its policy too accommodative, and they also argue that the Fed is creating a “Goldilocks” scenario for the stock market. To better gauge where policy lies on the accommodative to restrictive spectrum, it's critical to compare the policy to current economic growth and inflation rates.

It’s not all bad news for the the UK stock market. AstraZeneca Plc has found a clever way of becoming a US-listed company without going all-American.

For years, midstream companies have generated significant free cash flow (FCF), which has differentiated them from the broader market. With balance sheets in good shape, excess cash has been used to reward shareholders with dividend growth and opportunistic equity repurchases

Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.

Tech builders love a good feedback loop, and Nvidia Corp. and OpenAI have created a $100 billion one this week.

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Clearer policy and lower rates are favorable for growth.

This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.

Many people are puzzled about the disconnect between how well the US economy is doing and how badly Americans feel about it.

A pair of senior Goldman Sachs Group Inc. executives are betting that Europe’s long-awaited revival in infrastructure spending and dealmaking will help power regional growth at the Wall Street bank.

In a commoditized industry where every advisor offers similar tools and services, the real differentiator is how you make clients feel. Emotional security is such a differentiator. It makes clients feel heard, prepared and reassured. It drives client loyalty, retention and referrals.

Content marketing isn’t a short-term play; it’s a system that compounds over time. By building a consistent, strategic content plan, you position your firm to attract, nurture, and convert more of your ideal clients year after year.

With German fiscal spending rising, interest rates low and reforms continuing, European value stocks have the potential to shine despite the current political uncertainties, says Franklin Mutual Series.

While the last 12 months were profoundly shaped by the incoming Trump administration’s DOGE program, tariffs, immigration and foreign policy, what hasn't changed over the last year is that the bond market still represents good value despite policy initiatives that cloud the outlook: “We think the Fed is poised to ease, given weak employment reports,” Pierson said.

In an interesting but problematic new book, After the Spike: Population, Progress, and the Case for People, two economists, Dean Spears and Michael Geruso, warn that the switch to a population implosion, currently underway, could have catastrophic consequences for human well-being and even survival.

One of the most critical resources in 2025 is compute power. Chips and the data centers that house them have become the 21st-century equivalent of refineries and power plants, and governments are increasingly treating them as such.

To understand where the market might go, you need to weigh both the bull case and bear case in light of what is actually priced and what risks remain unacknowledged. The data support the bull momentum case, but many components are already baked into current prices.

At BlackRock Inc., PGIM and other Wall Street firms, bond-fund managers are sticking to trades that will likely pay off even if the Federal Reserve’s path is again knocked off course by surprising turns in the economy.

Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, unpacked the latest rate decisions from major central banks. He also assessed the health of the U.S. housing market and potential opportunities in listed real estate.

The Federal Reserve’s September meeting may be remembered less for the modest quarter-point cut it delivered and more for what it revealed about the state of the institution itself.

Target date funds represent the investment industry's best thinking about how people should invest for retirement.

The Federal Reserve cut rates by 0.25% today, citing a rising risk to the employment side of their dual mandate. While that was no surprise, there were many questions on where the Fed would go from here, and what it would take to accelerate or slow the pace of policy adjustment.

In recent years, pension funded status has markedly improved, with average funded ratios surpassing 100%.

A stablecoin bidding war on one of crypto’s fastest-growing platforms is offering a preview of the industry’s next phase — and who might control it.

Bloomberg’s gauge of the dollar approached its lowest level since March 2022 ahead of the Federal Reserve decision, where policymakers are expected to resume cutting interest rates to prop up a weakening labor market.

Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan.

The late-summer calm in financial markets shows an undercurrent of optimism. Stocks have been on a tear, with the S&P 500 rebounding strongly to notch roughly 18% gains for the year, while overseas equities are up even more.

Advisors often tell me they want to "do more marketing," but when I dig deeper, they're stuck in analysis paralysis, building elaborate strategies, refining value propositions, and planning event series that never happen.

Trust isn’t just a buzzword in business anymore — it’s the foundation of everything. In today’s world, where skepticism is at an all-time high, trust has become the most valuable currency you can offer.

In spite of what appeared to be relatively good data, many polls throughout the 2024 election cycle showed more than half of all voters rated the economy as “poor.” That left the Biden/Harris team often wondering why they couldn’t get credit for what official statistics said was a robust economy.

Gold mining equities are having a blockbuster 2025. Prices for the precious metal have hit one all-time high after another, and the miners who pull it from the ground are rewarding investors with some of the best returns in the market today.

Conversations with clients about alternatives should focus on their specific goals, whether that's potentially enhancing returns, reducing risk, generating income, or achieving better diversification.