The expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 could mean a tax increase for many taxpayers. But the impact varies widely based on income, location, and personal circumstances. Our Bill Cass shares the details.
About eight in 10 investors (81%) believe they must fund their own retirement as opposed to relying on private and public pensions.
When building a portfolio, advisors need to optimize asset allocations and manage risk. But they also need to understand the trends happening in the market and the tools that can be leveraged to meet the moment.
Nvidia Corp. insiders have cashed in on shares worth more than $1.8 billion so far this year — and more selling is on the horizon.
Direxion Funds has launched two exchange-traded products that focus on a single emerging-market stock — Taiwan Semiconductor Manufacturing Co. — allowing investors to make outsized bullish bets on it or take positions against the direction of the market.
While a strike by East Coast port workers is strangling the flow of goods from Maine to Texas and grabbing headlines, news of machinists at Boeing Co. about to enter their fourth week of picketing near Seattle has receded a bit into the background.
I’ve been too pessimistic about the risks of a so-called hard landing for the US economy over the past few years. Although most of my conclusions that led to that view were correct, such an outcome remains very much in doubt.
Guys, you were so close. If it wasn’t for that last little bounce of Wall Street optimism on the last day of September, Tesla Inc.’s latest sales figure would have beaten estimates — just.
After falling to their lowest level last year (in Wall Street Horizon's eight years of data), the total number of announced global corporate buybacks has been improving throughout 2024.
CLOs have delivered the most attractive risk-adjusted returns in fixed income over the past decade, but are often deemed 'too complex.'
We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.
For many investors, the fixed income portion of their portfolio is intended to be the ballast of the portfolio.
We think it would be a mistake for investors to let tighter spreads and upcoming maturities deter them from the euro high-yield market.
In the report, Head of Greater China & Portfolio Manager Victoria Mio, explains why China’s decisive pivot from debt control to growth support could be the catalyst needed to restore confidence and unlock value in China’s markets.
Because of recent significant investments, economic growth is occurring in long-neglected areas and changing the geography of development.
Join the experts at VettaFi and KraneShares for an in-depth exploration of the generative AI space and learn how you can set your portfolio up to capture the potential of this exciting new technology.
Earned media acts as a third-party stamp of approval for your firm, generating more referrals while boosting existing referrals.
Storytelling allows you to describe what you do, and whom you do it for, in a way that is transferrable and understandable.
By aligning your event format with the brain’s natural tendencies, you can create more engaging, effective, and enjoyable experiences for your audience.
Nvidia Corp. has expanded a partnership with technology consultant Accenture as part of an effort to drive adoption of artificial intelligence within businesses and boost orders for the chipmaker’s products.
Fidelity Investments has raised $250 million for its first fund dedicated to venture capital investments, pushing the firm further into private assets.
A lot of people are worried about the shrinking number of public companies in the US, but quality is an even bigger problem than quantity.
Ray Dalio’s family office and Sheikh Tahnoon bin Zayed Al Nahyan’s artificial intelligence firm G42 have abandoned plans to set up an asset management venture together in Abu Dhabi, according to people familiar with the matter.
For all the talk of a soft landing in the US, there’s one corner of the economy where the hazard lights are flashing: the $1.6 trillion motor-vehicle lending market, which accounts for around a quarter of non-mortgage consumer credit. For the past three years, bad debts have been rising.
The M2 money supply growth rate in the U.S. accelerated, marking the first time the monthly change exceeded a 5% annualized rate after several months of more moderate increases. A 5% money supply growth is a desirable target, as it reflects 2-3% growth in the economy with 2% inflation. Thus, the uptick in money growth is reassuring and supports the possibility that we will avert a hard landing for the economy.
While new tax proposals are grabbing election headlines, it’s important to remember that campaign rhetoric is not necessarily future policy.
Explore the significant opportunities for wealth advisors in managing 401(k) plans. Our Mike Dullaghan explains how these plans can help both advisors and clients with financial growth and retirement planning.
Emerging-market stocks are showing signs of life amid hints of earnings improvements. Where should investors look?
An analysis of Presidential Candidate Trump’s policy proposals recently suggests that tax cuts will increase the deficit. While the raw analysis is correct, as it subtracts the potential for reduced tax collections from the tariff revenue, it ignores the impact on economic growth.
Our experts explore the implications of wider S&P 500 earnings growth, potential Fed rate cuts, and the outlook for global equities and bonds amidst ongoing economic shifts.
Financial conditions are a collection of asset prices and interest rates that have the potential to affect the real economy.
The economy reached an inflection point, with labor market conditions squarely in focus.
The bond market is overextrapolating recession risk.
With all eyes on the Federal Reserve and White House, many investors are reassessing their portfolios.
Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates in major markets.
BlackRock Inc. Chief Executive Officer Larry Fink said infrastructure is a major component to help stimulate growth in every economy and there’s enough capital in the private sector to fund investment.
After the first rate cut in two years went according to market expectations as the Fed reduced the federal funds rate by 50 bps, markets have continued to run with the Fed’s ball and seem to have a ‘sugar rush.'
Companies and governments around the globe spent the past month streaming into debt markets, seizing on declining interest rates ahead of an uncertain US presidential election that many fear will spur volatility in markets.
Asian assets swung violently over the past three months, rocked by a succession of epochal events that culminated in a giant stimulus boost for China and propelled the region’s equities to world beaters.
The much-anticipated labor strike at ports along the East and Gulf coasts has begun, and the impact is a bit anticlimactic — for now.
Victor Haghani, James White and Jerry Bell of Elm Partners Management conducted a fascinating experiment to investigate the value of getting tomorrow’s headlines today, and the trading acumen of finance students. The results may suggest to some that finance courses need an upgrade...
Join the experts at Xtrackers for an insightful product spotlight, where we’ll dive into three thematic funds designed to capture the next wave of tech innovation.
Trusted authorities don’t market their solutions or dispense free advice pre-sale, to impress their prospects and compete in the market.
Ocean Park CIO James St. Aubin discusses the $5+ billion firm’s decision to enter the ETF space and highlights their trend following-based ETF lineup. VettaFi’s Kirsten Chang offers perspective on several recent ETF milestones including the industry eclipsing $10 trillion in assets.
Business divorces are often painful, expensive, and damaging – not just to the individuals involved, but to the advisory firm’s reputation and, most importantly, to its clients. However, with some foresight and planning, many of the common triggers for a business split can be avoided.
Reaching age 65 with a net worth of $1 million dollars is a way to provide a comfortable and secure retirement. It is also a reasonable and achievable goal for many middle-class workers who would, quite accurately, never describe themselves as wealthy.
Expanding outreach to include a well-orchestrated digital lead generation strategy is the most effective and efficient way to grow a client roster and help new generations navigate the Great Wealth Transfer with optimal financial strategies.
Like it does once every year, last week the Commerce Department went back and revised its GDP figures for the past several years. And while the top line revisions to Real GDP were pretty small, there was a larger revision to corporate profits.
Strengthen a traditional core bond allocation with a flexible, well-disciplined unconstrained bond fund. The complementary allocations can help improve diversification, increase yield, and reduce interest rate risk.
