Advisors can foster a stronger relationship with their clients through providing advice over charitable giving.

Before making a Roth conversion, always work with your advisor and consider the importance of timing and taxes to get the most out of the conversion. Just like Dr. Dre, you may need to make some charitable deductions to decrease your tax bill.

Early last year, the drama around tariffs dominated news headlines, market predictions, and interactions between the U.S. and our allies. Yet for most Americans, daily life went on with little obvious impact on prices for goods. At least not right away.

Fourth-quarter earnings results have been generally solid so far, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions. On the international front, weakening global ties may lead to economic disruption and lasting investment implications. Meanwhile, bond market volatility has remained low despite economic and policy uncertainty.

Volatility was once again the theme in US markets last week as a profound alpha rotation reshapes Wall Street. Investors continued to flee mega-cap tech, software stocks, and anything considered an AI loser, in favor of more cyclical sectors such as energy, materials and industrials.

As of February 10, 2026, Victory Capital managed $20 billion in ETF assets, with an impressive $9 billion of new money flowing in during the past 12 months.

A weaker dollar, renewed commodity strength, and rising sensitivity around AI valuations are reshaping market leadership. Paul Vella breaks down what’s fueling gold and emerging markets, why SaaS cracks matter, and how disciplined diversification is helping investors navigate policy and earnings uncertainty.

Gold demand in the tech and industrial sectors was generally flat at 222.8 tonnes in 2025. This was down about 1.5 percent from 226.2 tonnes the previous year.

Diversification seeks to help manage risk, smooth portfolio outcomes, and improve the likelihood that clients stay invested and on track toward their long-term goals.

Small caps are back in the spotlight! In this episode of ETF of the Week, Chuck Jaffe sits down with Todd Rosenbluth, Head of Research at VettaFi, to revisit a "new-fangled" fund that has quickly gained traction: the NEOS Russell 2000 High Income ETF (IWMI).

Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price action, geopolitical flare-ups, global central bank decisions, and high-profile earnings.

Private credit has been in the news lately. That’s nothing new. For years, investors have read about the potential opportunities the asset class offers and how it works. Let’s dig a little deeper into what private credit is, what it isn’t and how it can fit into a diversified investment portfolio.

Despite having little expertise when it comes to the subject of happiness, I’m fascinated by the subject of money and happiness. In this article, I discuss my own failed experience, review research on money and happiness, and offer my hypothesis on investing and happiness.

Before turning your investment perspective upside down, let’s define how most investors think about value and growth stocks. For some reason, investors often assume that growth and value are mutually exclusive. They are not, as we will explain.

To make alternative investments appear attractive, promoters often claim that their products are only weakly correlated — or even uncorrelated — with traditional investments, while still offering competitive returns.

Move over, Taylor and Travis. This Valentine’s Day, the real power couple financial advisors should be swooning over is the one between their wealth practice and the retirement market.

In this article, Russ Koesterich discusses the merits of continuing to hold tech companies while also exploring diversification outside of the sector.

Big Tech keeps raising its spending plans for artificial intelligence infrastructure, yet shares of Nvidia Corp., one of the biggest beneficiaries of that flood of cash, have been largely stagnant for months.

And so it goes in the world of private credit. Time and again, companies widely regarded as software firms are frequently labeled otherwise by lenders, a practice that raises fresh questions over the full extent of their exposure as the threat from artificial intelligence upends markets and rattles investors.

At their most recent meeting, the Federal Reserve and Chair Powell told us that the risks of weakening labor and higher inflation had declined. It painted a nice picture of a soft landing, but wasn’t a recipe for immediate rate cuts.

As Bitcoin struggles to climb out of its current funk, several indicators suggest any breach of the $60,000 level would unleash a fresh bout of extreme turbulence.

If you want to build a technology giant, a car company is a tough place from which to start. In terms of competing in AI and potentially even chips, Tesla is up against the massive budgets of several other Magnificent 7 members, who can, nonetheless, cover their spending with operating cash flow.

All but unnoticed last month, a bipartisan group of legislators introduced a resolution calling for Congress to keep budget deficits at no more than 3% of gross domestic product. Though not enough by itself to solve America’s fiscal problems, the proposal is a rare step in the right direction. It deserves strong support.

The historic election victory in Japan for the ruling Liberal Democratic Party has granted Prime Minister Sanae Takaichi the strongest mandate in the country’s postwar era and raised hopes of a shift toward growth-oriented policy.

While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.

U.S. equity markets delivered mixed performance this week, underscoring elevated dispersion in returns and ongoing shifts in market leadership. The S&P 500 (-0.1%) was roughly flat, while the NASDAQ (-1.8%) underperformed and the Dow Jones Industrial Average (2.5%) and Russell 2000 (2.2%) both posted solid gains.

Each year over 150 million tax returns are filed. For married couples, the overwhelming majority will choose to file joint tax returns. For most households, this makes sense considering the advantageous nature of tax brackets applying to joint returns

Income investors face a promising landscape today. But we think income investing should be more than simply combining the highest yielders in each asset class, which could create unintended risks. In our view, an efficient multi-asset approach can help find the right balance between income, growth and diversification.

Artificial intelligence doesn’t only threaten to put herds of software businesses out to pasture. Anthropic PBC’s schooling of its Claude models in financial modelling has also sent a cold shiver down the spines of bankers and analysts.

Kevin Warsh’s nomination for Fed Chairman initially reassured bond markets by offering a known, crisis-tested Fed veteran with a reputation as an inflation hawk, reducing uncertainty at a critical juncture for monetary policy.

In recent months, the cost of living has consistently polled as the top issue for American voters, with housing affordability standing out as one of the biggest pressure points.

Push will come to shove in the weeks ahead as tech executives take questions at key investor conferences over the back half of the first quarter.

Global equity markets posted modest gains to start the year, driven by selective strength in technology and cyclical areas as leadership rotated. Beneath the surface, performance diverged across companies, sectors, and regions. While macro uncertainty continues to unsettle markets, outcomes are increasingly shaped by company fundamentals.

There are reasons people dig storm shelters in Tornado Alley, build their houses on higher ground on the coast of Florida, and at a basic level why most of us buy insurance.

It’s hard not to marvel at how America’s capital markets have rallied to finance the artificial intelligence boom. If all goes as expected, “hyperscalers” such as Meta Platforms Inc. will invest more than $3 trillion through 2030 in data and power infrastructure.

Gold’s stomach churning volatility – up some 30% in less than a month since the start of the year, only to subsequently lose 20% in a matter of days – has, unsurprisingly, left some investors doubting its role as a hedging asset.

Over the last three months, the housing conversation has warmed up again. Markets seem to be saying the next chapter could be “more activity”; i.e., more housing starts, more remodeling, more jobs coming off the sidelines as confidence improves.

Janus Henderson affiliates Privacore Capital and Victory Park Capital are launching their first interval fund focused on private asset-backed credit, the Privacore VPC Asset Backed Credit Fund (AltsABF).

As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.

The recent decline in cryptocurrency prices has unsettled parts of the market. I talked with Christopher Jensen, Director of Digital Asset Research and a Portfolio Manager in the Digal Asset Investment Strategies group for his views which I share below.

Whether these diversified firms can maintain their positions indefinitely is an open question, but market history suggests the competition always catches up.

Private assets are gaining traction in many portfolios, as investors seek new frontiers given a more challenging market landscape. Returns of traditional asset classes in the years ahead are likely to be lower on an inflation-adjusted basis, and public markets offer fewer options for diversification today, at a time when managing risk is becoming increasingly important.

The mid-term elections are still more than eight months away, but that hasn’t stopped stories and headlines being posted about possible outcomes and what are perhaps the main drivers come voting day. Without a doubt, the number one issue appears to be the notion of affordability, and of course, what plans do the Republicans and Democrats have in store to address this issue.

Join the experts at Voya Investment Management for an educational, CE-approved, webcast that unpacks the current fixed income landscape.

There’s no stopping the momentum in the ETF market. January 2026 brought a record $166 billion in net inflows, surpassing the last three Januarys combined.

In what is shaping up to be another blockbuster year, Asia’s markets are outpacing peers in the US and Europe, drawing global investors as extreme swings rattle assets from tech stocks to metals.

LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings, and AI-driven growth.

A couple of weeks ago, on Jan. 23, 2026, we dedicated part of the weekly commentaries to the mismatch between the economy and how American consumers feel about it. We said that measures of consumer confidence and consumer sentiment were not in sync with the strength of economic activity.

In our latest “Alternative Allocations” episode, Matt Katz of Fiduciary Trust International explores the unique structural advantages of the middle market and shares tactical insights on using secondaries and due diligence to navigate today's evolving private equity landscape.

Money decisions are rooted in the emotional learning we carry out of childhood. Unhealed childhood trauma quietly drives the way people save, spend, and relate to money.