Yield curves exist for many products and can be interrelated, yet they also carry distinctive characteristics. Normally, long-term rates are higher than short-term rates because investors demand a higher return for lending money over longer periods. This arrangement would create an upward-sloping curve much like the Treasury curves displayed to the right.

Join ProShares Global Investment Strategist Simeon Hyman for a timely discussion on why many covered call ETFs lag in rebounds—and how newer approaches aim to better balance income generation with long-term equity participation.

Treasuries traded steadily after a reading of US wholesale prices last month rose less than anticipated, affirming wagers that the Federal Reserve will cut interest rates at least once this year even as the broader inflationary outlook remains murky amid the war in Iran.

JPMorgan Chase & Co.’s traders posted their highest-ever quarterly revenue in the first three months of the year, with record stock-trading results boosting the total past the firm’s previous record by almost $2 billion.

The leading cause of recurring tax-time friction is simple: HNW households rely on a roster of professionals who communicate inconsistently, if at all.

The gap between what advisors are doing and what's now possible in tax-aware portfolio management has never been wider. The tools have outpaced the practice. Here's where I see advisors falling short, and what to do about it.

Saving for education can feel like a race against rising tuition costs, but 529 college savings plans offer families a powerful way to stay ahead.

Once upon a time, not so long ago, about a third of all American workers had a gold-plated pension: When they retired, someone paid them nearly their full salary for the rest of their lives. They didn’t have to worry about the market, or inflation, or running out of money.

The market remains remarkably resilient, but I have expressed a more cautious outlook in the near term as rising oil prices and a renewed pickup in money growth complicate the inflation outlook.

The Middle East ceasefire sparked a relief rally last week as markets dialed back the risk of a deep, drawn‑out oil supply shock. Stocks have already erased much of the post-conflict drop. Bonds haven’t gotten the memo: Yields are still elevated, keeping a bit of extra term premium on the table.

Investor anxieties surrounding negotiations between the U.S. and Iran paused a rally on Friday, initially sparked by roughly in-line inflation data and the announcement of a two-week ceasefire on Tuesday night.

The question that is increasingly on everyone’s mind is simple: Is this time different? The answer will hinge squarely on what happens to core inflation, specifically the core Consumer Price Index and the core PCE price index.

Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern portfolio and what that means for today's market participants.

For financial advisors, tax season should not be the only time to talk to clients about municipal bonds. However, with April 15 arriving this week, the timing is ideal to examine how muni bond ETFs are rapidly becoming a cornerstone of fixed-income allocations in 2026.

New ETF launches address concentration and liquidity risks exposed by volatile markets through active and passive strategies.

In this episode of ETF of the Week, Todd Rosenbluth, and Chuck Jaffe discuss why the Goldman Sachs Municipal Income ETF (GMUB) is a timely addition to portfolios. With tax season in full swing, Rosenbluth explains the unique appeal of municipal bonds, highlighting the historical tendency for these assets to perform well following the April 15th deadline

It goes without explaining at this point, that advisors and investors are keeping an extremely close eye on the trajectory of the Federal Reserve’s ongoing fight against inflation. As of now, the battle certainly seems far from over. Fortunately, tools such as bond ladder ETFs can help portfolios maintain their course and mitigate the brunt of inflation.

That article digs into the plumbing behind oil shocks and recession, and exposes why, over the years, I’ve learned to distrust the loudest voices in the room.

Wall Street strategists expect the Federal Reserve to take a slow and careful approach to winding down a program meant to help ease pressure in funding markets.

Intel Corp. has quickly become one of the hottest stocks in the S&P 500 Index thanks to a nine-day surge that has added more than $100 billion in market value.

Dividend-paying stocks offer an effective hedge against inflation—as well as solid long-term return potential in other environments when actively sourced from the right parts of the market.

Over the past year, markets have been shaped by rapid advances in AI, elevated geopolitical tensions – especially involving Iran – and persistent uncertainty around global trade. In environments like this, successful investing rarely comes from chasing headlines or reacting emotionally. It’s about discipline, staying anchored to fundamentals and executing a clear long‑term game plan.

Benefit Street Partners believes private credit has faced scrutiny recently and there are four horsemen of the apocalypse charging toward private credit investors, but three are phantoms. One, however, is real.

During Exchange 2026, experts and thought leaders from firms across the country gathered. They shared different approaches and ideas for tackling the market’s biggest challenges.

A ceasefire in the Middle East is the latest twist for investors who have grown increasingly reactive to each new headline. Volatility has surged: prior to the ceasefire, the VIX had roughly doubled this year and averaged 25 in March—about 67% above year-end levels—underscoring just how uncertain the path forward has been.

While recent market performance reflects optimism over potential geopolitical de-escalation, underlying economic data reveals a complex landscape of intensifying price pressures and cooling growth.

Franklin Templeton Institute examines the evolution of private credit, its risk/return characteristics, and why commercial real estate debt represents a viable alternative to traditional fixed income options.

In environments of geopolitical stress, diversification^* is tested, and investors may need to think more wholistically about the assets included in their portfolio.

The traditional 60/40 portfolio is undergoing a structural renovation, but the fixed income sleeve is proving difficult to stabilize.

Bond traders held onto wagers that the Federal Reserve will lower interest rates once this year after data confirmed that US inflation quickened in March as the Iran war led to higher gasoline prices.

Private markets benefited enormously from the post-Great Financial Crisis era of ultralow interest rates that stretched through much of the 2010s and into the early 2020s. Amid regulatory change and muted returns in traditional fixed income during this time, investors were increasingly pushed into alternative areas of capital markets in search of yield.

The One Big Beautiful Bill Act introduces enhanced tax benefits but adds significant complexity. Our Bill Cass explains why strategic planning around key income thresholds is critical to maximize deductions and ensure tax-efficient financial outcomes.

The first quarter of the year has offered an early reminder that markets rarely move in straight lines. After the extraordinary enthusiasm that carried investors through 2025, much of it centered on the promise of artificial intelligence, the new year has quickly reintroduced elements of uncertainty.

U.S. headline employment rebounded strongly in March, posting the largest monthly gain since late 2024. The jobs rebound, which was broad-based across industries, was a welcome sign after February’s data showed a sharp decline not usually seen outside of recessions.

Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

AI’s rapid growth is driving demand not only for electricity but also for the clean water needed to run its physical infrastructure. As data centers expand, rising water intensity is straining supplies and testing long-term sustainability. In our analysis, these pressures create both risks and opportunities for active investors.

VettaFi sat down with Innovator ETFs CIO Graham Day to discuss the move as well as the future of those defined outcome ETFs. Day, who joined the firm in 2017, has been part of many of the shop’s launches in the defined outcome space, one of the more popular options ETF segments.

Learn how advisors can optimize late-start 529 plans using superfunding, SECURE 2.0 Roth rollovers, and multi-scenario modeling.

As AI continues to reduce software development costs, investors need to reconsider what makes a competitive moat durable, particularly for technology companies.

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate index-level earnings quality.

Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. Amid the current conflict in Iran, oil prices have surged to above $100 per barrel for the first time since 2022.

While families have limited control over rising tuition, certain college tuition tax deductions may help ease the overall cost of higher education.

Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a theme. The foundational technology stack that every other industry increasingly depends on. In Q1, the market decided to stress-test that thesis, and the results tell a more nuanced story than the headline numbers suggest.

Cinthia Murphy, investment strategist at VettaFi, joined Nate Geraci on this week’s ETF Prime to discuss record ETF flows in the first quarter despite challenging market conditions. The industry exceeded $460 billion in total flows, a 50% year-over-year increase from Q1 2025, according to Murphy.

Global bonds surged Wednesday on news that the US and Iran had agreed to a ceasefire, pausing a war that roiled markets for weeks by delivering the worst oil shock in years.

Last month at the Exchange conference in Las Vegas, Anna Paglia, State Street Investment Management’s chief business officer, discussed how the firm’s private credit lineup came to be and how the firm sets about developing some of its products.

At Exchange 2026, key thought leaders from firms across the country gathered in Las Vegas to share their ideas for navigating today’s macroeconomic uncertainty and the future of ETFs.

In this video, Chuck Carnevale (“Mr. Valuation”), co-founder of FAST Graphs, explains a simple and effective way to find high-quality stocks, even in an overvalued bull market.

Despite West Texas Intermediate crude climbing to $111.54, U.S. stocks ended last week higher for the first time since February 20.