A full-scale implementation partner does the behind-the-scenes—but critically necessary—work of managing portfolios according to the investment objectives, risk tolerance and preferences set by an investment team. In doing so, they free up time and energy for the investment staff to focus on decision-making.
Nvidia Corp., the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.
Contrary to some popular stereotypes about young investors, the kids are all right. They typically save more and invest in age-appropriate, low-cost funds at higher rates than previous generations did at the same age, all while avoiding frequent trading or excessive risk in their portfolios.
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The U.S. dollar has experienced a notable decline in value this year relative to a broad basket of foreign currencies. This depreciation has meaningfully affected the investment returns of U.S. based investors holdings in international stocks and bonds.
he safety record of zeppelins was relatively unimpeachable prior to the Hindenburg, and that’s why the deadly disaster so shocked the public and devastated the rigid airship industry.
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
When you show someone the mirror, you’re not just helping them see their problem. You’re helping them see themselves. You’re also giving them the gift of clarity, without adding to their pain. That’s what builds trust.
Most FAs I see work long hours but spend less than two hours a week attempting to grow their business. One of the first things I do when coaching them is to learn five things.
Today we look like geniuses, but there will be times when, by making rational and unpopular decisions, we’ll look like idiots. There are few guarantees I can give in this business, but this is one of them.
For nearly two decades, U.S. electricity demand was flat. Between 2005 and 2020, consumption barely budged, thanks to efficiency gains in appliances and slower economic growth. Utilities planned for more of the same.
The latest economic data suggests the US economy is decelerating. That means growth is slowing, jobs are shrinking, and households are spending less.
Despite not meeting three of the four criteria, UPS valuations provide a better margin of safety than many stocks. However, while it may fare better comparatively, we would want to see improvement in earnings and sales trends before committing UPS to our roster of rainy-day stocks.
US investors are more concentrated than they think. Franklin Mutual Series believes diversifying into local, non-US currencies yields benefits, particularly in an environment of downward US-dollar pressure.
AI’s long-term potential remains strong, but supply chain risks and uneven adoption may impact near-term gains.
Corporate bankruptcies hit a 14-year high in 2024, and the pace continued through the first seven months of 2025.
Since the global financial crisis, value investing has been a lonely grind. Yet I know several managers who never gave up on value, and others who are uncomfortable with tech valuations and have been reallocating to lower P/E stocks.
A paper from researchers at hedge fund AQR Capital Management and Yale University addresses one of the most important questions in finance: Will artificial intelligence and machine learning replace human researchers and traders?
Investors today take for granted that the S&P 500 is an inherently superior group of stocks to those outside of the U.S. We believe investors who are substantially overweight U.S. large cap stocks would be well advised to rethink their stance.
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.
In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—shifts focus from growth stocks to income investing in this video of 6 dividend growth stocks. He explains how dividend-paying stocks can be a powerful strategy for investors seeking steady income, particularly in retirement, and why they differ from growth or total-return approaches.
In this article, we’ll unpack some of the most common misconceptions we see and help you reframe how you think about marketing. Because once you understand what truly works, you’ll be in a much stronger position to grow your firm with clarity and confidence.
If ever there were conditions that cried out for stimulus, China appears to have met them. Recent gauges of growth and inflation were more than just disappointing.
Traders are piling into one specific options wager that relies on a dovish Federal Reserve slashing interest rates by over a quarter-point next month.
This week, the focus shifts to US retailers, particularly after recent economic data.
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment turned exceedingly bearish, the S&P 500 hovers near its highs.
Imagine having the ability to withdraw funds during retirement without worrying about the tax bill that typically accompanies your withdrawals. With in-plan Roth conversions, you gain this advantage and enjoy the satisfaction of knowing your investment will grow tax-free.
Lauded for their yield, credit quality, and of course, their federal tax-free income, municipal bond benefits are also extending into the containment of tariff contagion.
Investment assets – things such as stocks, bonds, companies, and buildings – have a value, which is sometimes referred to as their “intrinsic value”: what the asset is “worth” at a point in time. This value is subjective. It can’t definitively be found anywhere – not even by AI, as far as I know – and opinions will differ as to what it is.
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman recapped the stock market’s latest record-setting run. He also dug into the health of the global economy and the latest inflation numbers from the United States.
Since the last update of our three ‘Tactical Rules’ on June 17th, both domestic and international equity markets have rallied, increasing roughly 6.9% and 3.7%, respectively.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Despite triple the amount of tariff income, the July budget deficit surged to $294.14 billion, 19 percent higher than a year ago, according to the Monthly Treasury Statement.
The latest wholesale inflation numbers in the U.S. took some of the wind out of Wall Street’s sails this week, but they haven’t dulled investor enthusiasm for gold.
While stock indexes generally give a broad idea of what is happening, they can greatly overlook the performance of many individual stocks.
While the US has indeed enjoyed a tremendously exceptional economic environment over the past 125 years, this has not translated into earnings growth that US companies could freely tap into.
To benefit from a corporate buyback, an individual must sell their shares to the company. Conversely, those holding on to their shares are not compensated.
With economic data, the challenge is that our instruments are more error prone. The monthly jobs reports rely on employers responding to surveys correctly and quickly.
For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.
Markets are driven by fear and greed, with recent fears centered on the perceived perils of investing when markets have just reached an all-time high. Fundamental Equities Global CIO Tony DeSpirito suggests this concern may be overblown, with historical patterns showing that investing at market highs has had little to no impact on longer-run performance outcomes.
Borrowing can offer flexibility and align with long-term financial goals.
For many investors, land ownership is part of the American Dream. But what happens when the land you own sits idle?
As investors re-evaluate their allocations to US assets, we think they should consider euro-denominated bonds.
If you’re fighting an antitrust lawsuit that might end up breaking your company into pieces, one defense is to argue that those pieces would wither away if separated from the mother ship, thus creating a worse outcome for the consumer.
Stodgy equity mutual funds have been bleeding cash for years, losing out to cheaper and often better-performing alternatives.
Chuck Carnevale, co-founder of FAST Graphs (“Mr. Valuation”), reviews six regional banks that are all Dividend Champions—companies that have raised their dividends for at least 25 consecutive years.
The US oil industry is often compared to being on a treadmill: you run fast just to stay still.
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
If investors are mining for opportunities, the Sprott Gold Miners ETF (SGDM) should be on their list. The ETF is up over 70% this year. That confirms the momentum for the yellow metal has yet to wane and the latent upside by miners could be in its early stages.
Investor behaviors and preferences during the dot-com boom/bust and the current environment are similar. It's too early to label the recent speculative activity as a boom on the same scale as the late 1990s.
