As these two strategies evolve, financial advisors must understand their nuances to align client portfolios with current market conditions and future financial goals.
The professional development journey for financial professionals is best approached through a structured three-step process involving foundational designations, advanced level specializations, and niche market concentrations.
Startup investors including Alphabet Inc.’s Google and SoftBank Group Corp. are betting that quantum computing, often thought of as a fantastical science experiment, is getting closer to having sweeping real-world applications.
We provide an update on the 4Q24 earnings season and explain why our positive outlook on tech- related companies remains unchanged.
Adding cash-flow-matched bond strategies to a total return strategy appears to improve total return relative to risk by reducing the likelihood of poor outcomes.
US inflation showed scant signs of downward momentum at the start of the year, while healthy job growth undergirded the economy, backing the Federal Reserve’s stance to hold the line on interest rates for now.
Looking for an investment idea that’s paid off handsomely in commodities markets over the past six months? Try betting on the tropics.
Today we’ll talk about Trump, tariffs, cycles, and DOGE. Jumping right in…
Broadcom looks to build off last year's strength, which should give bullish traders another year of potential gains.
US government bonds fell as mixed employment data left traders holding tight to expectations that the Federal Reserve will keep interest rates steady until later this year.
While domestic politics can certainly influence asset prices, it is just one of many variables, and our research has shown it to be an inaccurate indicator of future returns. We caution investors against making changes to their portfolios based on political developments.
We hope you enjoy the latest newsletter from Harold Evensky.
Raymond James CIO Larry Adam looks at how the proposed tariffs may impact the economy and financial markets.
The recent dominance of the “Magnificent 7” technology names may help fuel the common belief that a single stock portfolio is the best way to deliver extraordinary returns.
Factories across the world are growing increasingly idle. Global industrial capacity utilization (CAPU) has fallen significantly, and a rising unemployment rate has followed suit, signaling that the available factors of production globally are progressively more redundant.
Many market observers are forecasting leadership from active fixed income exchange traded funds this year.
I know that dealing with someone who is irrational is next to impossible. Trying to show them how much their approach hurts others only fuels the fire and gives them more righteousness.
The evolving high-yield markets make the case for a global, multi-sector approach to generating income.
In the case of bond ETFs, it was a strong year in 2024, and key areas could be touch points for investment opportunities.
Managers see mixed opportunities in emerging markets and a broadening opportunity set for small caps across global markets.
Apollo Global Management Inc.’s plan to tap wallets of rich clients is paying off, with its wealth business raking in record capital last year and boosting assets from the sector 50%.
We suspect many investors today think the “American Exceptionalism” they studied in high school or college no longer applies to the U.S.
On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the Calamos Bitcoin Structured Alt Protection ETF – January (CBOJ).
While it’s true that every administration brings policy shifts that can directly impact retirement savings, the speed and breadth of what is currently being proposed feels like we are headed into unprecedented territory.
US bond markets are flashing a warning to US President Donald Trump that his move to unleash tariffs on top trading partners risks fueling inflation and stymieing growth.
The fourth quarter was particularly volatile in fixed income markets, with U.S. government bond yields surging on worries over the rising fiscal deficit and the potential for inflation to reaccelerate.
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.
The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.
Investors may be at a crossroad in early 2025. US equities have recovered from the 2022 bear market with two exceptional years of +25% returns.
The global economy will grow at a pace close to that achieved in 2024, notes European Strategist Professor Jeremy Batstone-Carr.
The first month of 2025 will soon be behind us. We’ve seen new inflation data and earnings season start to ramp up.
During a rocky fourth quarter, strength in the financials sector was a unifying theme across global markets.
In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape.
Pacific Investment Management Co. is among asset managers looking at buying a portion of $3 billion of debt tied to Elon Musk’s buyout of X, according to people with knowledge of the matter.
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher.
Let's discuss the recent strong correlation between the appreciating dollar and rising yields, and the reasons for the relationship.
Markets have responded with gusto since November’s presidential election, especially in a few key—and perhaps expected—industries. The biggest winner so far is the automobile industry...
Bonds look attractive again after the most recent rise in interest rates. Markets are likely to continue to overreact to every new employment report and inflation reading, keeping interest rate volatility elevated as yields dance up and down with each data point.
Two months from now, the ETF community of advisors and industry folks will come together. The Exchange conference kicks off in Las Vegas on March 23.
Investor appetite for growth really is something to behold.
As we head into 2025, investors are giddy over the market returns of the last two years. As shown, the annual returns, while elevated, have come with only average volatility along the way.
While every new year arrives with its own unique set of opportunities and challenges for institutional investors, we believe 2025 could offer more than the typical share.
US equity markets rallied just enough to round out 2024 with all four quarters posting positive returns. The S&P 500® Index finished the fourth quarter up 2.41%, bringing the year’s total return to 25.02%.
A tech-powered approach to bond trading that helps firms move hundreds of securities in one go has just posted its best year yet.
Investors, many of whom were worried about stock valuations before the election, have much to consider heading into 2025. There seems reason for some exuberance—but a rational exuberance, based upon a plausible foundation of corporate and economic health.
Netflix Inc. shares soared to a record high on Wednesday after the streaming giant reported its biggest quarterly subscriber gain in history, buoyed by its first major live sporting events and the return of Squid Game.
When you think about money behaviors that don’t serve you well, I suggest tuning in to your financial boardroom. Start with a little curiosity. What emotions surface? Which voices are the loudest?
Markets vigorously adjusted expectations for a new regulatory, economic, and geopolitical landscape driven by U.S. politics.
I’m devoting this column to reminders around change management and what to think about for the human element in the midst of change.
