Although cash donations are appreciated, donating securities may be more impactful for both the charity and the donor.
Because of the robust performance of the magnificent seven, portfolios are overweight to large-cap stocks, resulting in an underweight to small- and mid-cap stocks, as well as international equities.
Sometimes the real action is in the dog that didn’t bark. What is striking about the European Union’s pending regulations on artificial intelligence is what’s missing: There is no ban on open-source AI.
Just one month after setting a 2024 target for the S&P 500, Goldman Sachs Group Inc. strategists increased their forecast as the year-end rally shows no signs of abating.
A vehicle used to track longer-dated US government bonds surged into a bull market, as investors seek to end three years of pain on the Federal Reserve’s willingness to consider interest-rate cuts.
Jerome Powell didn't exactly say "mission accomplished" last week, but that's largely what the markets heard on Wednesday.
It’s worth noting that despite the recent market advance, our own investment discipline, and even Treasury bills, have outpaced the S&P 500 and Nasdaq 100 during this period, with less volatility.
This year proved a difficult one for bonds as the Federal Reserve aggressively hiked rates for much of the year. With the rate narrative changing moving into 2024, investors moved back into bonds in a big way beginning in October, including municipal bonds.
If the last year or two have taught investors anything, it’s that alts can play a big role in portfolios. As recently as 2022, bonds struggled amid significantly low interest rates, with their role as a contrast to stocks weakened.
If you really want to reduce the federal debt, you don’t have to convince Congress of anything. You can just write a check. The Treasury Department gladly accepts gifts from anyone so inclined.
If today were the last day of 2023, Bitcoin would have returned almost 155%, marking the best year since 2020, when it rose a phenomenal 305%.
Mutual Series sees an increasing number of investment opportunities in real assets.
While inflation isn’t yet at the 2% range that the Federal Reserve has been targeting, it’s getting there. At least, it’s getting close enough for it to ease up on the gas on raising interest rates. In fact, the Fed could pump the brakes next year.
With stocks racing to record highs, diminishing expectations of a recession, and hopes that the Federal Reserve could potentially reduce interest rates multiple times next year, risk appetite is being reborn.
As markets staged a monster rally following the Federal Reserve’s shift toward loosening monetary policy, one corner of the financial system had reason to remain on edge.
A rally in this year’s laggards shows investors are now going “all-in” on expectations of a flurry of central bank rate cuts next year, according to Bank of America Corp.’s Michael Hartnett.
China stocks have been a source of frustration for investors this year. But there are expectations that situation will improve in 2024. The key is selectivity. That means market participants shouldn’t wager on uniformly stellar returns by China equities next year.
It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.
Analysts are growing increasingly doubtful that US consumer spending will hold up into next year, even as American shoppers continue to be surprisingly resilient despite lingering inflation and elevated borrowing costs.
The dollar will surprise by getting stronger next year as the US economy outperforms, according to some of the world’s biggest money managers.
A major change in automobile manufacturing could pave the way for a revolution in how cars are bought, fixed and resold. Gigacasting, which reduces the number of car panels, has the potential to lower prices but can complicate repairs and transfer costs to owners.
BlackRock Inc. bond chief Rick Rieder is expanding his footprint in the $7.8 trillion ETF industry with the launch of his second fund.
Top US regulators view artificial intelligence as a looming vulnerability for financial stability, underscoring Washington’s mounting concern over systemic dangers posed by the burgeoning technology.
With the lagging effect of elevated interest rates potentially cooling the appetite of the economic growth engine that is the U.S. consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.
In the past five years, US ETF market assets have more than doubled, over 1,000 new funds launched, and annual trading volumes jumped by around $11 trillion.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will take a look at Utility Stocks in the Utility Sector. Chuck will discuss the characteristics of companies in this sector and what to expect from them.
With the final business of 2023 being wrapped up, the financial services community is starting to look forward to 2024. The first big event of the new year will be the Exchange 2024 conference.
Macroeconomic uncertainty remains elevated. We believe a recession in 2024 is more likely than not. Non-profit hospital systems have faced significant operational pressures, and may continue to experience challenges in the near-term.
Throughout most of the fourth quarter of 2023, physical gold has performed the best it has all year. According to Kitco in the last thirty days, the precious metal has seen its price increase by nearly $43.
The VettaFi Market Outlook Symposium brought together industry thought leaders and experts to help investors position for 2024.
On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the ARK Genomic Revolution ETF (ARKG) 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.
The broader industrial economy is set to enter 2024 on shaky footing as an inventory hangover from the supply-chain crisis starts to look more and more like a prelude to underlying demand weakness and the reality of the reshoring boom proves much more nebulous and in flux than the prevailing narrative.
Alphabet Inc. just got a reminder of how important the perception of having a winning AI strategy is for investors.
After clashing in recent years, Wall Street traders and the Federal Reserve are – for once – broadly in sync: The great monetary pivot is near as central bankers engineer a once-unthinkable soft landing in the world’s largest economy.
The Federal Reserve declared victory today, projecting a soft landing as its base case in the years ahead, with more cuts in short-term rates, and with inflation gradually getting back to its 2.0% goal without a recession.
The growing narrative of artificial intelligence should continue as 2023 turns into 2024. One of the ongoing names to watch is chipmaker Nvidia, which should propel ETFs with exposure to the stock.
Bitcoin has pulled back over the past several days. But even with that retrenchment, the largest cryptocurrency is on pace for one of its best annual showings on record.
As GMO launches its first ETF, it seemed like a good time to share my thoughts on the market inefficiency that the strategy seeks to exploit – the quality anomaly.
According to a recent J.D. Power study, fewer than 15% of clients say their advisor provides an ideal advice experience; and yet many advisors likely suffer from Dunning Kruger cognitive bias, where they think they are among that 15% when for the majority, that’s impossible.
Why is financial advice in such a state? Because, despite their best efforts, financial advisors aren’t hitting the core attributes of comprehensive advice.
To solve this, Practice Intel, a new firm led by Dr. Preston Cherry, Tom Rieman, Larry Shumbres, and Nick Gudz, among others, has launched. Combining practice-level insights with innovative e-learning resources and a proprietary index that benchmarks a firm’s valuation against its peers, Practice Intel helps advisors enhance their advice experience while achieving more organic growth and, ultimately, increasing their valuation.
VettaFi’s financial futurist, Dave Nadig, and VettaFi’s Head of Research Todd Rosenbluth sat down with one another to discuss some of the highlights from the year.
Experts have been puzzling over a seeming disconnect in America: By most measures the economy is doing well, but it's not giving people much satisfaction or confidence. Could it, they wonder, have something to do with social media, or the human propensity to share bad news first?
The stock market is getting ahead of itself on bets the Federal Reserve’s fiscal tightening is over, according to Wells Fargo’s Chris Harvey.
The arrival of a US investment strategy that offers amped-up stock leverage is putting a spotlight on an industry popular with retail traders, but prone to extreme volatility and frequent blow-ups.
Even a slight pushback from the Federal Reserve on interest-rate cuts could unravel the relentless stock rally since late October.
The bond market’s bold bet on US interest-rate cuts is set for its biggest test yet.
With Exchange 2024 less than three months away, I’ve started mapping out “the weird session” at the event: my 100-minute block on the “Silent Disco”-style stage.
Municipal bonds posted historic total returns of 5.90% in November. Rallying interest rates led the way, while strong demand aided outperformance versus Treasuries.
If the artificial intelligence (AI) theme remains hot heading into 2024, this could help push the Direxion Daily NVDA Bull 1.5X Shares (NVDU) even higher in the new year as the chipmaker expands its market share.
US consumer prices picked up in November, reinforcing the Federal Reserve’s resolve to keep interest rates elevated in the near term.
VettaFi’s Financial Futurist Dave Nadig sat down with Som Seif, the founder & CEO of Purpose Investments, to give investors and advisors more insight into what is going on in Canada. In addition, the pair discussed a multitude of different topics, including Bitcoin, to help give investors a better understanding of the Canadian market overall.
