Your fixed income strategy does not necessarily need to be adjusted based on every personnel or environmental change.
While history shows that U.S. markets tend to perform regardless of political leadership, the full impact of Trump’s policies could bring new challenges and opportunities for investors globally once he is in office.
Change is on the horizon for hard working Americans saving for their future, as 401(k) plans are now embracing private market investments. Savers may soon have access to opportunities previously reserved for institutional investors.
Emerging-market (EM) corporates have a track record of resilience across market cycles.
The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.
Recent insights from Natixis Investment Managers breaks down a few fixed income risks that investors may not be aware of.
Join the top investment officers from Burney Advisor Services and their partners from Rayliant and Clough Capital for an exclusive webcast where we’ll explore the evolution of investment management through the unique perspectives of three generations of renowned investors.
This election has heavily featured trade and tariffs. The impact on the U.S. economy and markets could be significant. How should investors position their portfolios?
Join the experts at Tema ETFs for an educational webcast that explores the investment implications of trade policy, deglobalization and reshoring.
These steps should help you share what’s important to the team with your senior advisor so he recognizes your point of view, and help you uncover what’s meaningful to someone considering joining you, as well as allow your senior advisor to be open about his objectives.
In this month’s video, we explore how you can promote your work as an advisor in a way that feels deeply aligned with who you are.
Treasuries held on to recent losses ahead of the US inflation report, with traders loading up on bets for further declines in anticipation that Donald Trump’s pledged policies will fan price increases and keep interest rates high.
A surge in Bitcoin that paused earlier Wednesday is regaining steam, sending the original cryptocurrency above $90,000 for the first time, as traders assess the remaining market impact of President-elect Donald Trump’s rhetorical support for crypto.
The price of Bitcoin has jumped by more than $20,000 since the Nov. 5 elections in the US, with about one-third of the gains coming with favorable early results for Republicans, and the rest trickling in as Donald Trump’s victory became certain and his party continued to pick up seats in the Senate and House of Representatives.
The US dollar’s rally is gaining momentum alongside Donald Trump’s threat of sweeping tariffs, leaving currency strategists in agreement it has further to rise while war-gaming just how far it will go.
Warren Buffett created Berkshire Hathaway Inc.’s Class B shares almost 30 years ago to stymie money managers who sought to split the high-priced conglomerate’s stock.
Last week’s developments mark one of the most pivotal weeks in recent memory.
With the outcome of the election now known, we will continue to assess how policy changes impact our broader view.
From beginning to end, the 2024 election cycle will be looked back on as historic
For DC plan sponsors, developing a short list of income solutions is a good first step.
As the year winds down, many investors focus on year-end charitable giving and tax planning. Finding a charity and donating money is the easy part. Taking slightly different approaches to gifting can yield dramatically different results from a tax perspective.
October’s market activity can be neatly summarized in a single chart: the dollar (BBDXY) was strong and U.S. stocks (the VOO ETF tracks the S&P 500 index) meaningfully outperformed international stocks (VXUS).
Republicans won the White House and Senate in the 2024 U.S. election, while vote counting continues for the House of Representatives. Here's a look at the policies that could affect markets.
Here’s our outlook on what to expect and how investors might navigate this new phase.
Microsoft, Meta, Apple, Alphabet, and Amazon all experienced fluctuations in their shares, leading to a two-week losing streak in October after five months of gains. Despite this, Financials, Communications Services, and Energy sectors remained positive. Looking ahead, we're analyzing President-elect Trump's platform and its potential implications for corporate taxes, regulations, tariffs, inflation, and economic growth.
Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.
For investors who have been considering active investing, the post-election market swing could be the trigger to dive in.
With a "Red Sweep" in Washington likely, markets are now pricing in a more aggressive policy agenda.
VettaFi’s Todd Rosenbluth explains how the election could impact specific ETF categories and the industry overall. Baird’s Rich Lee also discusses the election’s implications for ETFs and talks market concentration risk, active ETFs, buffer products, crypto, and what to watch for in 2025.
Investors are piling into US leveraged loan ETFs, betting that President-elect Donald Trump’s policies will potentially boost inflation and push the Federal Reserve to keep interest rates higher for longer.
The US Federal Reserve and its chair, Jerome Powell, are rightly choosing not to act on any assumptions about what Donald Trump might do as president. That said, if he follows through on his more extreme campaign promises, they’ll struggle to contain the economic consequences — a problem that equity investors ignore at their peril.
I think I finally understand value of cryptocurrencies: They add some volatility to your portfolio. Maybe that’s why they have found such a champion in Donald Trump, who if nothing else adds some volatility to our politics.
BlackRock Inc. is throwing its weight behind an early push to bring exchange-traded funds to money-market investors.
Williams (WMB) handles around one-third of the natural gas consumed in the US each day. Management from this midstream leader and S&P 500 component is uniquely positioned to discuss the constructive outlook for US natural gas, including opportunities related to artificial intelligence data centers.
All year, a slew of Wall Street pros have questioned the durability of an indiscriminate risk rally that has fattened stock prices by trillions of dollars, sent Bitcoin soaring, fueled a credit bonanza, and more.
Being an expert often comes with what I call “the curse of mastery.”
Protective® Aspirations variable annuity can provide financial professionals’ clients with both guaranteed lifetime income and the ability to pivot when needs change during retirement.
Let's keep our client meetings focused and manageable. By doing so, we not only respect their time and attention but also increase the likelihood of them taking the necessary steps to achieve their financial goals.
While baby boomers can be slower to embrace technology, younger investors tend to seek out and prefer tech-focused services and providers. This preference for technology is something advisors should lean into to connect with younger generations of investors.
Despite being the generations with the most knowledge, experience and potential resources, many are still unsure about their financial future.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover the Communication Services Sector.
The yield on the 10-year Treasury surged to about 4.4% just after the election, even though it has come back down close to pre-election levels recently.
With the Russell 2000 Index rallying in response to the U.S. election results—the benchmark index of small cap stocks soared by nearly 6% on Nov. 6 alone—small cap managers are re-evaluating their positioning ahead of President-elect Trump taking office in January.
Instead of dreading volatile markets, the savvy advisor understands that during these times, her professional skill is most valuable and she can fulfill the vital role that she was hired to accomplish.
Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.
The Fed cut rates by 0.25%, with limited changes to the statement, while Powell's blunt "no" response about any coming political pressure to resign was headline grabbing.
In a week with a U.S. presidential election and market volatility, the Federal Reserve cut its policy rate 25 basis points (bps) as expected. Amid this noise and the generally positive messages from recent macro data, Fed Chair Jerome Powell emphasized that downside economic risks had decreased, but the policy rate remains above neutral, suggesting that gradual cuts are still likely to come over time.
The Federal Reserve cut short-term rates by a quarter percentage point last week, like pretty much everyone expected. In addition, the Fed didn’t push back hard against market expectations of another quarter-point cut in mid-December, so unless the economic or financial news changes dramatically by then, expect a repeat at the next meeting.
The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets.
Many tech companies and executives are at political odds with President-elect Trump, but the sector performed well during his first term.
The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.
