The extreme “tail” risk ahead may be disorienting.

When it comes to value, you can’t deliver too much. Here are five ways to deliver even more value to your clients this week – without beating them over the head.

The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) seeks to make it easier for U.S. taxpayers to save for retirement and expands access to retirement plans.

The events that began with Thursday’s tumult in financial stocks and precipitated the FDIC takeover of Silicon Valley Bank and Signature Bank were swift.

Some of the world’s top money managers are sitting on a windfall after the collapse of Silicon Valley Bank spurred the biggest rally in US Treasuries since the early 1980s.

Regulators' prompt response and the creation of a new lending facility should limit broader market fallout from recent bank failures, notes Chief Investment Officer Larry Adam.

Why did Silicon Valley Bank fail?

VettaFi’s Tom Lydon discusses the ETF impact of SVB’s collapse, oral arguments in Grayscale’s SEC lawsuit, year-to-date ETF flows, and a Vanguard milestone. Roundhill’s Dave Mazza previews their upcoming lineup of “BIG” ETFs, which offers highly concentrated exposure to specific market sectors. SoFi’s Tobin McDaniel explains their unique approach to ETFs, including the “crowdsourced” SoFi Social 50 ETF (SFYF).

Here is some research on why our clients built a sizable portfolio while others had high income but little savings. I’ll address specifics on how to get savers to enjoy their money.

Can India capitalize on supply chain realignment to build its manufacturing sector?

U.S. stocks are extending last week's sharp declines that have come amid worries regarding the ultimate impact on the banking sector of the recent collapses of SVB Financial and Silvergate Capital.

If a picture is worth a thousand words, this will be the “longest” letter I’ve sent you in a while, as there are quite a few pictures. It may also be the most wide-ranging.

Investors sought the safety of bonds for a second day as jitters over a rout in bank stocks hit risk sentiment and traders speculated that rate-hike bets had gone too far too fast.

Vanguard Group Inc.’s first new exchange-traded fund in two years is setting sail at a turbulent time for municipal debt.

U.S. equities are modestly higher in pre-market action following the February labor report that was only modestly above estimates.

We believe municipal bonds boast several key factors that position them as an attractive asset class in general, but especially so when markets are volatile.

Gen Zers, according to a recent Magnify Money survey, are overly optimistic about being wealthy.

When weighing the decision to move to the RIA model, advisors must consider the catastrophic consequences to them if they are terminated by their broker-dealer.

Having raised rates by over 4% over a short period and in a very leveraged economy, the Fed no longer has the big stick it used to have. Therefore, speaking loudly with hawkish rhetoric and narrative must become a priority.

U.S. stocks are higher, paring weekly losses though the markets remain choppy following this week's hawkish Congressional testimony from Fed Chairman Jerome Powell.

The problem with speculation is that there’s usually a gap between the underlying risk and the inevitable outcome.

President Joe Biden is proposing a series of new tax increases on billionaires, rich investors and corporations in his latest proposal for how Congress should prioritize taxes and spending.

History shows a high risk of recession when central banks fight inflation.

While 2023 has started on shaky ground for the municipal bond market, there are reasons to be optimistic for more stability ahead, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research. She explains why California’s issues don’t reflect all states, and offers reasons for optimism.

Soft landing or hard landing? Recession or no recession? In my mind, there is no question more important.

Junior debt issued by banks is normally one of the riskiest types of fixed-income in the US and Europe. It’s typically not backed by collateral and in the event of a crisis it only gets paid back after other bonds.

The planet’s billionaires are nearly $2 trillion poorer this year!

As automakers seek stakes in lithium miners to lock in supplies for electric-vehicle batteries, they’re following a path already forged by their shareholders.

Alessio de Longis spent the last three months loading up on risk in his $1.1 billion Invesco Global Allocation Fund. Now, he’s winding down those positions and reversing course back to safety.

European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.

JPMorgan’s Bryon Lake discusses the firm’s remarkable ETF growth, along with the outlook for the ETF industry as a whole. VettaFi’s Stacey Morris offers an in-depth look at the energy space and energy-related ETFs. CFRA’s Aniket Ullal highlights several key ETF stories including the rise of active management, options-based ETF strategies, and international ETFs.

I took ChatGPT for a test drive by directing it to write an article summarizing important tax rule changes introduced by SECURE Act 2.0. The essay it produced was an epic failure.

Recently, many market commentators have been preaching the message that fixed income investors should stick to a low duration strategy.

Any of the variable spending strategies I analyzed will reduce sequence risk in retirement and allow for greater initial spending rates, potentially greater average spending amounts, and a generally more efficient spenddown of assets than the baseline constant inflation-adjusted spending rule.

The fixed-income market’s unblemished record of striking fear into the hearts of equity traders is in danger.

If you read and pay attention to the world, you probably know the recent past pretty well. And if you’re a history buff like me, you also know something about the more distant past.

Lufthansa’s blockbuster report is just the latest signal that commercial aviation, one of the hardest-hit industries during the pandemic, may be ready to make a landing again in investors’ portfolios.

Today’s inflationary market landscape is fraught with risks for investors. Despite these circumstances, Scott Welch and Kevin Flanagan outline how bond investors can generate yield.

Review the latest Weekly Headings by CIO Larry Adam.

Economic growth and inflation have surprised to the upside so far in 2023, not only thanks to the reopening of the Chinese economy, but also due to the resilience of the labour markets.

There’s one strategy that is not only a great wealth-building solution but is also triple tax-advantaged…

We just finished up our annual report on the $20 billion club, and we've concluded that 2022 was a weird year for pension plans.

As fourth-quarter earnings rolled in with mixed results, the stock market opened the year in rally mode.

Medical Properties Trust’s dividend at the 2022 rate of $1.16 is safe even if Prospect, its third-largest operator, does not pay a single cent in 2023.

In telling their stories about how the future is bright for stocks, bulls point to solid earnings to justify the optimism. But cracks are forming in that narrative — in the trajectory of profits, and just as worryingly in the makeup of the profits themselves.

January’s optimism about the bond market seems like a long time ago.

"We forgot that war is history’s favourite driver of inflation." -Niall Ferguson

In recent years we have witnessed a surge in sovereign bond defaults in emerging markets.

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

U.S. stocks are subdued in pre-market action as the global markets remain choppy amid the backdrop of uncertainty regarding the ultimate impact of aggressive monetary policy tightening.