Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many of which you may not even be aware of.
Most advisors – from lifestyle advisors to the leaders of larger firms – have failed to create their desired level of success because they fail to invest in the asset with the greatest return.
Wall Street is finding a reason to keep plowing into the bond market, even with a Federal Reserve that’s still far from declaring victory in its war against inflation.
While the crypto horror show rages on, stocks have quietly rallied almost 10% in the last month amid cautious optimism that the worst of the inflation shock is over. But might it be a head-fake?
Pain is deepening across the US real estate industry. Two of the biggest players — Blackstone Inc. and Wells Fargo & Co. — took steps this week to contend with weaker demand as the industry faces a rapidly cooling property market, rising interest rates and waning investor appetite.
After months of planning and negotiations, the biggest tranche of sanctions on Russian oil to date are about to take effect -- how big their impact will remain uncertain.
Federal Reserve officials have enough worrisome inflation data to consider raising interest rates to a higher peak than investors expect and potentially follow the half-point hike they’ve signaled this month with the same again in February.
Like stuck card players trying to win it all back in one hand, equity bulls are dialing up risk appetites at the tail-end of a brutal year.
Analysts and investors are struggling to call a bottom in crypto stocks in the wake of a brutal month that ended with the head of BlackRock Inc. saying most digital-asset firms won’t survive.
We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.
Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.
After years of uncertainty around how U.S. retirement plans could consider ESG factors, the dust is finally settling. It’s official: A Nov. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights.
Over the past 12 months, global container shipping rates have steadily declined to their long-term averages as supply chain snarls have receded and backups at ports have disappeared. Now, another segment of the cargo shipping industry is seeing day rates explode to record highs.
Change is constant, in the economy and everything else. We talk about it often. Yet when we talk about the economy changing, we usually mean the economy’s condition is changing—from expansion to recession, deflationary to inflationary, emerging to developing, etc. That’s different from changes in the economy’s actual structure.
Meta Platforms Inc. is urging policymakers to hold off on creating new rules governing the metaverse.
Considering what General Motors is saying about its electric vehicles, the company seems to view the Inflation Reduction Act that President Joe Biden signed into law in August as a sort of put that protects the big investments it’s making in battery and EV production.
Making apartment buildings more energy efficient can mean a massive cost to replace carbon-powered heating and cooling systems — something that’s pretty much out of reach for lower-income communities.
One bad year in the stock market has turned Wall Street strategists into bears after two decades of bullishness.
On Wednesday, Federal Reserve Chair Jerome Powell explained the central bank’s current thinking on inflation in a speech at the Brookings Institution.
Tesla Inc. handed over the first of its electric Semi trucks, a milestone for the automaker more than five years after it unveiled the vehicle.
U.S. equities are sliding as investors sift through the November labor report that showed stronger-than-expected job growth.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
A would-be client’s journey to choosing a brand is complex. There are ample opportunities for them to be distracted.
To properly guide their clients, financial advisors must have a good understanding of the long-run behavior of stock and bonds returns.
The emotional component begins with the hunger to be a true entrepreneur coupled with the frustration that builds every time wirehouse management demonstrates just how little control their advisor employees have.
Better than expected inflationary data and corporate earnings reports helped boost S&P 500 to back-to-back rallies for first time since mid-2021.
Exchange-traded fund investors took Wednesday’s stock-market surge as an opportunity to offload $8 billion of holdings in two of the biggest equity funds.
In August 1979, President Carter appointed Paul Volcker as Chaiman of the Federal Reserve.
Value equities are still priced for significant outperformance, globally.
Regardless of your long-term view on bonds, Treasuries are beginning to look undervalued from a cyclical perspective.
How can advisors turn their clients’ focus from dollars to dreams? How can making a clear connection between their real and financial lives create a meaningful client experience and add value to an advisor’s service?
Tesla Inc. is getting a strong show of faith from a group that Chief Executive Officer Elon Musk once blasted for doubting the company’s prospects: Wall Street analysts.
Baillie Gifford Partner Dave Bujnowski explains how he’s thinking about the drivers of growth investment opportunities amid growth stock underperformance.
David Dali, head of portfolio strategy, explains how emerging markets can give investors ballast to navigate macro headwinds and position portfolios for growth.
It’s tempting to dismiss the mass layoffs and collapsing stock prices in the tech sector as just another blip in the tech boom-and-bust cycle.
Apple Inc. has shelled out more than $550 billion buying back its own shares over the past decade, more than any other US company, and the technology juggernaut shows no signs of slowing down.
The Twitter chatter of Ford Chief Executive Officer Jim Farley is good vibes only: factory photos, race tracks, corporate boosterism and a lot of retweets of Ford customers gushing about their vehicles. It’s all cars, and it’s all anodyne.
The question most asked by investors late last year, as Treasury bill yields hovered just above zero was “Where can I go for yield?” followed soon after by “What can I do to protect myself from inflation?”
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
As Europe struggles with war, costly energy, record inflation and slowing growth, it’s no surprise that European corporate credit is out of favor.
Art collecting is a passion for many wealthy Americans. This was on display earlier this month, when the collection of Paul Allen, the late cofounder of Microsoft, was auctioned for $1.6 billion, setting a single-evening record. I doubt many of our listeners will have clients who amass a collection of that magnitude, but many will use their wealth to purchase art – either for esthetic reasons or in the hope that its value will appreciate. My guest today will discuss some of the principles and nuances one should know before purchasing art.
A planner who fails to follow their own advice is hardly going to inspire confidence in prospective clients.
We believe private credit is an attractive investment with greater market coverage and a timely opportunity to benefit from the scarcity of fresh capital.
Doll’s Deliberations this week summarizes some short-term expectations and some longer-term issues.
Some people are suggesting that the Federal Reserve consider a compromise in its battle with rising prices: Instead of imposing the full monetary tightening required to get inflation back down to its 2% target, why not increase the target a bit?
The US housing market is in an uneasy state of equilibrium.
In this year’s global economic crisis, no two regions are having identical experiences. While inflation rages across much of the world, price rises have been more moderate in some countries than others. Similarly, the scale of rate hikes and the degree of recession fears aren’t uniform.
The US Inflation Reduction Act passed in August contains tax and investment incentives for a number of clean-energy technologies, including electric cars, solar panels and wind turbines. But the 750-page document also features a 30% tax credit for a lesser-known player in the push for energy efficiency: dynamic glass.
You might think a stock price is just a number, but it has symbolic and practical importance, especially in the US.
It’s that special time of the year, and we will all hear and read a great deal about Black Friday, Thanksgiving Weekend, and Cyber Monday during the next few days. Many pundits are going to make sweeping conclusions about the economy based on these very limited reports.
