After a weak February, markets rallied in March. U.S. markets were up by low single digits, while bond markets were in the same range. International markets also showed modest gains, with developed markets about the same as the U.S. and emerging markets doing slightly better.
Many advisors today are helping clients with a broad range of their financial planning needs.
There are very few superstars who didn’t protect and manage their time well. But there are many others who live with disorganization every day and wonder why they can’t hit their goals.
We recently had an offsite for our team – we are 250 people. The offsite included just the 40 senior-level leaders, but we were charged with getting input from the remaining 210 people. What a fiasco.
CIO Larry Adam shares why his team's market and economic views are tracking more optimistic in light of current volatility.
History suggests the lagged economic effects of tighter central bank policy are arriving on schedule, but any eventual normalizing or even easing of policy will still likely require inflation to decline further.
Walmart Inc. is betting on greater supply-chain automation and hinting that a recent investment binge might lift profit beyond the retailer’s stated long-term goals.
DoubleLine Capital LP’s next pair of exchange-traded funds are setting sail into a rocky real estate market.
The Franklin Templeton Investment Solutions team examines the earnings outlook for 2023, and why it might make sense to be defensively positioned.
Jarred by daily double-digit moves in Treasury yields, bond investors are bracing for at least another year of rocky trading, abandoning hopes that in 2023 the market would return to normality.
A tricky situation is unfolding, making it rather difficult for the Federal Reserve Bank to honour earlier promises to gradually ease off in its ongoing fight against inflation.
VettaFi’s Lara Crigger highlights new ETF launches during the first quarter of 2023. Unlimited’s Bob Elliott talks hedge fund industry disruption and the Unlimited HFND Multi-Strategy Return Tracker ETF (HFND). KraneShares’ Luke Oliver explains the investment opportunity in carbon compliance and carbon offset markets.
If the Congressional brinksmanship continues until the U.S. is in default, the economic consequences – globally, nationally, and for individuals – will be severe.
The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.
Tax issues are an area most of us focus on once a year. However, if you are heading into retirement and you do not have a solid tax plan in place, you could be paying thousands of dollars in taxes needlessly.
For many of those – now a clear majority – who believe climate change is a serious long-term threat, the recently announced breakthrough that nuclear fusion has at last produced net energy is an extremely hopeful sign. First, however, they need to read this article.
Silicon Valley Bank suffered probably the quickest bank run in history and the fastest bailout of depositors, too. The lender to the venture capital industry had operated under lighter rules and fewer restrictions than larger banks after a successful lobbying effort back in 2018.
U.S. economic growth has been stable, but investors are worried about the risks of a recession, the ongoing war in Ukraine and now systemic problems in the bank sector, triggered by the failure of Silicon Valley Bank. Equities are certain to highly volatile this year. My guest today is here to discuss how a liquid alternative strategy will participate in upside gains and reduce volatility through options-based risk management.
It is challenging to deal with clients who are so clearly stuck in their financial pasts. Strong emotions don’t lead to calculated financial decisions, after all, which makes doing your job much harder.
Remember when banks were small? Those old enough to have a bank account in the 1970s should. Back then, most people did their banking with a locally owned institution, often the First National Bank of (Your Town).
Gold appears to be well-positioned for a strong pump that could carry it to new all-time high prices in 2023—and beyond. As you know, I’ve been following and writing about the precious metal market for a very long time, and I see a number of unique catalysts at the moment that could contribute to higher gold prices.
In many ways, the process of filling out a bracket is like investing. It requires balancing risk and reward, while maintaining discipline.
Stocks built on overnight gains and Treasury yields inched lower following today's relatively benign February PCE inflation data.
Everyone insisting America isn't up to managing the world’s No. 1 economy after the Covid-19 pandemic caused the highest joblessness since the Great Depression and biggest cost-of-living increase in 40 years should ask...
Recession indicators are ringing loudly.
The investment landscape is pockmarked by intractable statistics that continue to impose strategic and psychological barriers to the short term potential of portfolio alpha.
Fixed income spreads have widened across sectors over the past few months.
What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally?
Not all stocks are the same, and not all stocks serves the investor’s needs.
In the face of high and persistent inflation, recession risks, and now a looming insolvency crisis in the financial sector, central banks like the US Federal Reserve are facing a trilemma.
The rise of remote work during the pandemic has cut demand for office space and left some American downtowns feeling like ghost towns. As a result, there’s been much talk of converting downtown offices into apartments. This could not only bail out owners of suddenly less-valuable commercial real estate...
Here is what sets rockstars apart from the average advisor.
The goal of marketing is to garner loyalty among existing clients while also attracting new ones to drive growth and profitability for your firm. To implement engaging messaging, follow these tips…
VICI Properties Inc. (VICI) from their website: “VICI Properties Inc. is one of the country’s largest owners of gaming, hospitality, and entertainment destinations.
Here are six compliance-friendly ways to incorporate social proof into your website to establish trust and capture new leads.
The 2023 T3/Inside Information Software Survey is now available. It’s the best guide to the 300+ fintech solutions in the marketplace, and a good buyer’s guide for advisory firms that are looking for additions or enhancements to their tech stack.
In hindsight, it was obvious it wouldn’t last. Low interest rates — the result of shifts in the global economy, economic stability, low inflation and monetary policy — couldn’t stay at zero forever.
A year into its fight against inflation, the Federal Reserve could — just maybe — be done raising its policy rate. History shows that monetary policy pauses mark great buying opportunities for US stocks, but there are several key caveats to bear in mind this time.
For millions of borrowers, student loan forgiveness will mean the difference between significant relief and ongoing payments. If you’re among them, the question is… what next?
The demise of a major bank illustrates the global tensions in the financial sector.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute.
VettaFi’s Dave Nadig talks Credit Suisse ETNs, the recent banking crisis, crypto regulation, and more. State Street’s Matt Bartolini goes in-depth on first quarter ETF flows and performance.
A simple annuity can effectively replace bond holdings in a retirement plan that are earmarked to meet the lifetime spending goal. The question is why should a retiree hold any bonds in the portion of their asset base designed to cover ongoing retirement spending goals?
The economic signals and a host of geopolitical risks confronting investors suggest that 2023 could be as challenging as 20022 for both stocks and bonds.
Should investors build their own portfolios of bonds, or buy shares of bond funds? Is there an economic difference or just one of appearance? Are directly held bonds safer because they mature, and you get your money back? How should one decide?
Annie Duke, once one of the best female poker players in the world, helped me understand why people work longer than they need to. This got me thinking about the decumulation problem more broadly and planning to live to age 100.
For all of you following the banking crises in the US and Europe, and asking why this is all happening again, I have bad news: Regardless of what laws are passed, or which regulations are issued, banking crises will recur — and not infrequently.
The pitch for an actively managed bond exchange-traded fund can be compelling, especially when there’s market turmoil and uncertainty
Stock and bond markets were shaken by the recent banking crisis in the US and Europe.
