If you think high-yield savings accounts offer juicy rates to park some cash, wait until you see what money-market funds are paying.
Elon Musk sold another $3.58 billion worth of Tesla Inc. shares, bringing the total amount he’s offloaded since late last year to almost $40 billion.
U.S. stocks are solidly lower as the markets continue to digest the economic implications of yesterday's 50-bp rate hike from the Fed.
In our 2023 outlook, we outline three key themes for the new year and highlight several implementation solutions investors can use to navigate potential challenges and grow client portfolios in the new year.
The Federal Reserve downshifted its rapid pace of interest-rate hikes while signaling that borrowing costs, now the highest since 2007, will outstrip investors’ expectations as the central bank works to rein in inflation.
Democratization has become a buzz word within the fintech industry as technology and innovation have emerged to battle the headwinds that previously blocked accessibility to a subset of investment vehicles such as structured products.
In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change of the last 50 years. Events in recent years – especially the spike in inflation and the Federal Reserve’s response – appear to have caused a reversal of the market conditions that prevailed after the Global Financial Crisis and for much of the last four decades. Howard discusses what this potentially new era could mean for lenders, especially bargain hunters.
There are two types of tax-advantaged accounts for saving for college expenses: A Uniform Transfers to Minors Act (UTMA) account and a 529 Plan. While both plans have their differences and advantages, consider both as viable options.
Falling prices for cars and holiday discounting contributed to softer U.S. inflation, creating more room for the Fed to potentially dial back its hawkish stance.
The US Supreme Court expanded a planned showdown over President Joe Biden’s student-loan relief plan, saying it will hear arguments from two borrowers who contend they are being unfairly excluded from the full scope of the program.
Professional speculators with billions in bearish trades on the line endured a rough ride after Tuesday’s report on US consumer prices brought the latest sign that the Federal Reserve is making progress in its battle against inflation.
The world’s biggest bond market got the ammo it needed from a below-forecast consumer price figure to fully lock in a Federal Reserve downshift in their policy-rate tightening pace, though not enough to wave an all clear sign for Treasuries.
Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets.
Karen Karniol-Tambour is the Co-CIO for Sustainability and the former Head of Research at Bridgewater Associates, the world’s largest hedge fund. Bridgewater is highly respected for its macroeconomic perspectives and understanding of how the economic machine works. Alex Shahidi, the Co-CIO of Evoke Advisors, one of the largest RIAs in the country, has been working with Bridgewater for nearly two decades.
It’s common knowledge that, for many Americans, the greatest fear is outliving their retirement nest eggs. With retirement having the potential to stretch for decades, it’s no wonder people are worried. But for women, the risk of not having adequate funds for retirement is even greater than it is for men. As advisors, we must understand and address the financial planning challenges unique to women.
In this interactive session with three VettaFi Voices, you will learn where the money flowed into and out of in 2022, how advisors are utilizing ETFs in their practice to meet strategic and tactical client objectives, and what the focus will be in the year ahead. Get smarter about one of the most popular financial products and understand how they can help keep clients on the path to their financial goals.
Over the coming years, Direct Indexing is expected to grow at a faster rate than traditional financial products such as mutual funds, exchange-traded funds (ETFs), and separate accounts.* But what does it have to do with you and your clients?
Goldman Sachs Group Inc., UBS Group AG and Deutsche Bank AG are among banks profiting as the growth of Brazilian hedge funds forces them to look overseas to fuel returns.
Emerging Markets (EM) assets were subject to three strong headwinds in 2022, namely, China’s zero Covid-19 and real estate crisis, aggressive interest rate tightening from the US Federal Reserve (Fed), and the Russia invasion of Ukraine.
President Joe Biden’s administration outlined a new rule in October whereby the Department of Energy could buy oil for future delivery — most likely 2024 — at fixed prices to refill the Strategic Petroleum Reserve.
As one year ends and another begins, we’ll look at how the Outcome-Based ETF industry evolved in 2022, how defined outcome ETFs distinguished themselves during the downturn, and what lies ahead for Outcome-Based ETFs in 2023 and why they’re more relevant today than ever before.
U.S. stocks are soaring in pre-market trading amid a softer-than-expected November consumer price inflation report.
On his first visit to Japan since the pandemic, portfolio manager Shuntaro Takeuchi found new opportunities as well as familiar ones intact.
As the US economy veered toward the biggest inflation shock in four decades, investors flocked to the one corner of Wall Street that seemed a sure-fire refuge: Treasuries that provide extra compensation to keep up with rising consumer prices.
Ahead of this week’s Federal Reserve meeting — and in a year when many didn’t make the right calls — professional investors and do-it-yourselfers are sharply divided over the best way to position ahead of the central bank’s rate decision on Dec. 14.
Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.
The Fed’s mandate is stable prices and maximum employment.
We’ve broken down nine of the best 529 plans.
When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it. After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen.
Federal Reserve Chair Jerome Powell has history on his side as he and colleagues split with Wall Street over how long interest rates will stay high in 2023.
For the first time in a long time, muni investors may be able to earn attractive yields without having to take undue risk.
A near-total ban on imports of Russian crude into the European Union is finally hitting Russia’s oil revenue. Concerns that it would provide the Kremlin with a windfall to fund its war in Ukraine have been confounded — for now.
For some investors, this year’s rout in high-flying technology stocks is more than a bear market: It’s the end of an era for a handful of giant companies such as Facebook parent Meta Platforms Inc. and Amazon.com Inc.
That question is likely top of mind for anyone who has seen or played around with ChatGPT, the AI-powered chat tool from OpenAI, the $20 billion AI research organization.
Economic news—and market reactions to it—increasingly resemble a tennis game. Spectators follow the ball back and forth, thinking something will happen but usually it doesn’t.
Ole Hansen, respected commodity strategist at Denmark’s Saxo Bank, says it’s possible once markets realize that global inflation will remain hot despite monetary tightening. I believe, as I’ve said before, that gold could climb as high as $4,000.
The pay negotiation season is looking increasingly fraught this year as workers fret about 8% inflation — and their job security.
As the debate heats up over ESG investing, fixed-income professionals say they need more data than what’s currently out there.
An alpha-oriented approach.
Investment portfolios belonging to retail traders suffered a $350 billion blow this year as big bets on risky stocks and former high-fliers like Tesla Inc. backfired for the mom-and-pop set.
Some of the world's biggest investors predict that stocks will see low double-digit gains next year, which would bring relief after global equities suffered their worst loss since 2008.
Here are four questions independent financial advisors should ask before choosing a TAMP.
It's the end of the world!
Invesco and Nasdaq have partnered together to form the QQQ Innovation Suite which has helped investors access the world’s most innovative companies. This year, the suite has expanded to offer investors more ways to access innovation across the market cap spectrum.
The Federal Reserve hasn’t had much success so far in wrestling down sky-high inflation, but its monetary tightening campaign is having a major impact in deflating asset bubbles that swelled during the pandemic.
After a challenging 2022, it is time for investors to look forward to opportunities. Emerging Markets (EM) debt stands out as one place where investors can potentially take advantage of an underutilized asset class that offers attractive yields and diversification.
If a crushing bear market, inflation-fueled volatility and slump in inflows was meant to cool the booming US exchange-traded fund industry, issuers never got the message.
“95 years ago, your crystal ball reveals: Russian debt default, LTCM fail, DotCom implosion, 9/11 attacks, financial crisis and great recession, pandemic killing millions, 3 market crashes. Would you put your money into stocks? No? You missed a 10X return.”
In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t. He discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence.
“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.