The Great Moderation has given way to the Great Stagflation, which will be characterized by instability and a confluence of slow-motion negative supply shocks.
Let's break down four guaranteed approaches you can implement to improve your client experience and increase your prospect conversions by creating exclusivity, setting client expectations from the beginning, sticking to your process of success, and practicing your interactions.
Evidence of a cooling labor market is emerging.
The fast money refused to join the crowd betting the Federal Reserve was about to make a friendly shift in monetary policy. It proved a prescient bet after Friday’s jobs report.
Today I want to talk about why the labor market is so out of balance. Some of this is new and some has been brewing for many years. We will end with some commentary on yesterday’s unemployment report.
Review the latest Weekly Headings by CIO Larry Adam.
A recent MarketWatch article discussed JPMorgan’s Chief Operating Officer, Daniel Pinto, views about a coming mild recession.
October will test the Fed’s resolve.
The recipe for making money if you’re a commodities trader is simple: buy natural resources in one place and time and sell them somewhere else later — hopefully making a buck by exploiting the difference.
If it feels like the winter holiday season starts earlier every year, that’s because it does.
The world seems an increasingly uncomfortable place for traditional stock and bond investments.
One of the themes I’ve discussed in recent months is the disconnect between a 40 year high in inflation and the lack of experience money managers have in understanding the monetary policy required to deal with such high inflation, including managers with 25 to 30 years of experience
Fidelity Investments and Vanguard announced a rare collaborative effort Wednesday to help employees keep their retirement savings in tax-advantaged accounts like 401(k)s when they switch jobs.
The firestorm among UK pension funds is a wake-up call for their peers across the Atlantic. The end of an era of cheap money is exposing an industry that’s chronically underfunded and overexposed to market turbulence.
U.S. stocks are trading modestly lower in pre-market action with the markets awaiting tomorrow's key September nonfarm payroll report.
Many investors are searching for assets that can help protect portfolios from inflation.
A $200 billion corner of the hedge funds industry dominated by computer-driven algorithms has been making the most of wild swings in global markets, putting many of those funds on course for a record year of gains.
Bonds are typically considered safe investments. However, there were decades of negative real returns. Drawdowns reached 50% for U.S. Treasuries and Bonds.
Ray Dalio has changed his mind on cash.
Kids are expensive. Full stop. No matter your level of frugality, it's certainly costlier to have kids than to opt to be child-free.
As student borrowers get set to apply for federal loan forgiveness, some of them are also considering for the first time homeownership and other major milestones as they embark on new lives without the specter of debt hanging over them.
I posted the job requirements on a popular website for experienced writers, listed my requirements and waited for the responses. You can learn a lot from my experience.
On August 16th, President Joe Biden signed the Inflation Reduction Act into law, ending months of uncertainty over whether congressional Democrats would ever reach agreement on a compromise budget reconciliation bill.
This is a critical time for investors and policymakers alike.
The investors of Smead Capital Management have been hearing us talk about ‘First World Problems’ recently.
This year's brutal market has investors across asset classes and international markets running for the exits. But where there’s panic and wreckage, there’s also arbitrage and opportunity.
One investment with the ability to provide current income, inflation protection, and even the potential for capital appreciation has been largely overlooked – rising dividend stocks.
In a marriage or committed relationship, income and wealth inequality between partners presents challenges that don’t exist when they are financial equals.
We are not “recession deniers,” we just don’t think one has started yet.
In rural America, the shoulder-high corn is increasingly competing with a new cash crop: solar power.
A growing number of Americans are renouncing their citizenship to escape a law that was designed to crack down on offshore tax evasion.
A path remains in sight for the U.S. to avoid a recession.
For most of 2022, the VIX been above its average, which historically has led to lower equity returns. I will review the risks that investors face, which explain the continued high level of uncertainty.
Take a look at MassMutual’s comprehensive whole life insurance portfolio. From life insurance protection to cash value accumulation, we have solutions to meet a variety of client needs and financial goals. Learn more here.
This dark symphony was never going to end without sparking a currency crisis, one which allows countries to blame other countries as the source of their own internal problems. We will see that it’s not always the case.
Airlines enjoyed a hot summer, as “revenge travel” and soaring fares lifted the companies. But investors have been reluctant to get on board as recession fears cloud the outlook, leaving the stocks languishing.
U.K. financial market volatility is likely to remain high, and the longer-term outlook likely depends on future monetary and fiscal policy.
Surveying the current condition of the financial markets, we presently observe a combination of still historically-extreme valuations, rising yet still only normalizing interest rates, measurably inadequate risk-premiums in both equities and bonds, and ragged, unfavorable market internals, suggesting continued risk-aversion among investors.
The massive debt levels provide the single most significant risk and challenge to the Federal Reserve. It is also why the Fed is desperate to return inflation to low levels, even if it means weaker economic growth.
10 years have passed since the watershed year for pension risk transfer.
Over the last few months, the Federal Reserve (Fed) has changed its angle of attack quite dramatically, in an attempt to battle surprisingly and stubbornly high inflation.
It appears to us that global innovation has bottomed and offers attractive value.
This week’s bond meltdown has sent the mean 10-year borrowing cost for Group of Seven countries to its highest in more than a decade, with the average yield surging above 3%. What happens next could set the tone for financial markets and the global economy for years to come.
Investors see a myriad of unknowns right now, and popular discussion continues to focus on a dichotomy between growth and cyclicals. We think there is a third choice that's being ignored.
There is no relief in sight. The market remains volatile. Both equity and fixed-income assets are taking a beating as investors grapple with 40-year-high inflation and the Federal Reserve’s attempts to rein it in. My next guest says there is potential upside in this tumultuous market. He claims high volatility has historically had positive effect on a little-known class of bonds known as convertibles. He will explain why adding convertible bonds to your portfolio is a smart move as we weather this financial storm.
Unlike with 401(k) plans and other retirement savings accounts, the IRS does not set annual contribution limits for 529 college savings plans. Instead, the states that sponsor individual 529 plans set parameters for the life of the plan.
Bill Bengen’s 4% safe withdrawal rule is the standard by which retirement strategies are measured. But it fails as a practical guide to retirement planning. Here is how to fix it.
In the midst of a historically rough year in the $4 trillion municipal bond market, investment managers see ample opportunity as surging yields provide a compelling entry point.
U.S. equities are higher in afternoon action following a recent plunge to lows not seen since 2020.
In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.
