Turbulent equity markets and lofty bond yields has cash back in high demand.
For the first time in decades, Wall Street strategists are collectively pessimistic about the stock market over the coming year.
VettaFi’s Todd Rosenbluth offers his take on five key ETF stories Nate is tracking right now. Morgan Stanley’s Tony Rochte discusses their recent ETF entrance and what comes next. VanEck’s David Schassler explains why inflation is here to stay and spotlights two potential inflation-fighting ETFs.
As we begin 2023 and you think about how you want to market your financial advisory business, my number one tip is this…
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Valuations have reset after a volatile year.
Being flexible with spending matters. My analysis shows that variable spending strategies – including floor-and-ceiling, guardrail, actuarial and other methods – can dramatically increase sustainable retirement spending.
In the final analysis, Dan's confidence borne of providing good financial advice for 17 years proved meaningless.
In the past few weeks, a growing chorus of economists and investors have decided that the pessimistic narrative had it wrong all along, that the US isn’t headed for a hard landing, which would mean a recession, it isn’t even headed for a soft landing, which would mean a prolonged period of low economic growth.
The asset management unit of JPMorgan Chase & Co. has wiped its ESG portfolios clean of their exposure to the Adani empire.
Debt isn’t forever but can definitely seem like it. That feeling is a clue you have too much debt. Wisely used, debt helps build income-generating assets that pay for themselves. The payments are manageable because you’re also getting something else of value.
A gold IRA is one way to diversify your retirement portfolio. It can protect your savings from plummeting in the event of a stock market crash or high inflation.
The US was unseasonably hot in January, and it wasn’t just the weather.
In a dark future for humans on Wall Street, banks fire traders en masse as artificial intelligence models like ChatGPT take over bond and commodities markets that were once too tough to automate.
Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.
Janus Henderson Group Plc’s new boss has a plan to revive the struggling money manager, whose clients have yanked about $130 billion since 2017.
The S&P 500 is rising after falling the past four sessions as equites have shown some volatility amid festering uncertainty regarding the ultimate economic impact of aggressive global central bank tightening.
Bond markets are pricing in additional Federal Reserve interest rate hikes, acknowledging the central bank’s emphatic resolve to tame inflation despite the likely trade-offs.
Some of the world’s largest economies ramped up calls to increase support to troubled emerging countries ahead of a Group of 20 finance chiefs meeting.
MPW’s dividend is safe.
The world of exchange-traded funds — still synonymous with passive investing — is turning into a battleground for Wall Street’s biggest players as they compete for a slice of the active-management industry.
Global bonds are poised to erase all of the gains they made in their best start to a year on record.
The economics behind the “super OSJ” brokerage model are unsustainable. Those firms are destined to transition to RIAs.
The common narrative is that we’ve (the US) been enjoying a long period of globalization and now that it is going into reverse, it will upend many of the benefits brought by globalization, to the US in particular.
What can we, as advisors, do to promote healthy finances?
A swift reassessment of how high the Federal Reserve will raise interest rates this year has rocked the bond market in recent weeks.
With the consumer price index increasing during the last few years at a rate not seen for nearly 40 years, the investing challenge for the coming year is finding ways to generate real returns during exceptionally high inflation.
A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.
Although most of the SECURE 2.0 changes won’t take effect until 2024 or later, there are things that advisors should keep in mind, particularly for clients who fall into one of these three broad categories: retirees, savers, and small-business owners.
For the first time in nearly two decades, investors can earn more than 5% on some of the safest debt securities in the world. That’s competitive with riskier assets like the S&P 500 Index.
US homes in areas prone to floods may be currently overvalued in the range of $121 billion to $237 billion, according to a report published Thursday in the journal Nature Climate Change.
Investors continue to seek signs of a change in season—and clues about how the Federal Reserve might react to it.
Many investors have attempted to capitalize on the inverted yield curve by purchasing long-term Treasuries (assuming continued declines at the long end will cause their bonds to appreciate). In his latest commentary, Venk Reddy, CIO of our Sustainable Credit Strategies, explains why he feels this approach is materially riskier than investing in short duration fixed income.
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
Here are some places where the genuinely rich keep their money.
There are several ways to include philanthropic giving in your estate plan. Here are five common options.
Surging bond yields have been rattling investors for a year. Why they’re a problem for people hooked on an asset as volatile as equities can be seen by juxtaposing stocks with some of the safest securities in the world.
Morgan Stanley has picked an interesting moment to press ahead with expanding its offering of ESG-themed funds.
Advisors who have business owners as clients need to adapt their discovery process and service plans to help these independent and resourceful investors.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Most think so.
Like all trusts, a charitable trust is a legal entity that you create for the purpose of holding and managing assets. The trust is wholly separate from you. It owns any assets it holds, pays taxes and requires management just like any other legally recognized entity.
Mexico is downstream of shifting trade winds.
Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.
The United States must grasp the opportunity that the money revolution has made possible by undertaking a government-financed investment program in 21st century industries and technologies on such a large scale that it would be certain to succeed.
It is far easier to engage people and reach them at an emotional level with video than with any other medium.
ETF Prime Host Nate Geraci is joined by VettaFi’s Dave Nadig and VanEck’s Jan van Eck to explore concerns around the growing concentration of corporate voting power among several large fund companies. Newfound Research’s Corey Hoffstein spotlights the Return Stacked Bonds & Managed Futures ETF (RSBT).
For months now, an uneasy truce has prevailed between the Federal Reserve and stock investors.
