The equity arena is certainly booming with cheers following the Fed’s second rate cut. But the reaction from the fixed income crowd might be more mixed.

The real issue comes when these investments are held in tax-advantaged accounts like a 401(k) or traditional IRA. Since the income is generated by a partnership, it will be considered Unrelated Business Taxable Income (UBTI) in these types of accounts.

Anecdotes such as these are helpful reminders that long-term investors need not chase the hottest fads in the market and can at times get ahead of the crowds by simply paying attention to the world around you.

US efforts to develop artificial intelligence systems and the nuclear-energy infrastructure needed to power them are comparable to the World War II initiative to build the first atomic bomb, according to Fermi Inc., a power-plant developer planning a massive data-center campus in Texas.

It’s been one year since President Trump secured his second term, and we’re taking stock of how the economy and financial markets have performed during that time, highlighting both the wins and the challenges.

Investors are increasingly viewing bonds from large corporations like Microsoft and Siemens as safer than the sovereign debt of their home governments, a conclusion driven by a sharp contrast in fiscal management.

Publishing in the right places helps you showcase your expertise, demonstrate your authority, and differentiate yourself from other advisors. Here are a few of our best tips for getting published and growing your visibility in front of the right audiences.

Part of growing into a lead advisor role is learning how to coach and develop team members. It involves showing respect and gaining support through influence. Moving from peer to leader is not an easy transition for most people to make.

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.

Looking back to the 1990s need not be just a matter of nostalgia. Those too young to have lived it envy the fortunes made as technology firms grew. Seasoned investors who worked through the cycle can warn us of the pain of a correction. Along the way, the cycle taught useful lessons.

LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.

For decades, these institutional allocators took roughly the same approach to managing the vast piles of cash under their control: They diversified by divvying up the money across asset classes — for example 40% in stocks, 40% bonds and 20% alternatives — then stuck with it by rebalancing now and again when things got out of whack.

Costing tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year — a bill expected to hit $3 trillion by 2029.

First, it would mean lower monthly payments, unless interest rates rise a lot. Yes, buyers who stay in their home for 50 years and pay off their mortgage over that time will pay much more in interest than they would have with a 30-year mortgage.

Although the stability of the consumer depends on its ability to generate labor income, i.e., wages and salaries, households’ financial conditions are very important in supporting the stability of consumption.

In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.

The math on forward return expectations, given current valuation levels, does not hold up. The assumption that valuations can fall without the price of the markets being negatively impacted is also grossly flawed.

While the overall economy is in decent shape and many financial benchmarks are near their highs, it can be easy to overlook pockets of fragility. Deep research and a disciplined portfolio construction process can help active managers identify risks early and avoid potential downside.

VettaFi recaps key takeaways from energy infrastructure MLPs and corporations third-quarter 2025 earnings calls.

On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed record ETF inflows with Chuck Jaffe of Money Life. The pair discussed why this might be happening, highlighted some standout funds, and more.

Todd Rosenbluth, Head of Research at VettaFi, discusses recent ETF milestones and the top stories from ETFTrends.com. Paul Baiocchi, Head of Fund Sales and Strategy at SS&C ALPS Advisors, shares his key ETF takeaways from 2025 and offers a look ahead to 2026.

SoftBank Group Corp. sold its entire stake in Nvidia Corp. for $5.83 billion to help bankroll AI investments, even as investors question the amount of capital pouring into a technology with uncertain returns.

Getting rid of property taxes is a terrible idea. They are among the most economically efficient of taxes, meaning they don’t weigh on economic growth in the way that other taxes can.

As an advisor, I also have come across cases of “financial secrecy” in which one partner hasn’t been forthcoming about their financial history. Financial infidelity can severely damage or even diminish relationships and current family dynamics. Today we'll discuss some red flags.

Estate planning earns wallet share without asking for it, strengthens retention by design, and, when done well, meets families where they actually feel value: In the outcomes they see each year and the clarity they feel about the future. That next phase is here, and it belongs to more than just the ultra-wealthy.

Breaking away from a wirehouse or existing firm is a bold move. It signals a desire for greater autonomy, deeper client relationships and a more personalized approach to growth. To thrive, breakaway advisors need clarity, strategy and the right tools that align with their unique vision.

First and perhaps most importantly, model portfolios aren’t chasing clients away. In fact, a slew of studies and surveys confirm clients are more than fine with model portfolios. That’s because above investment performance, they prize advisors’ communication skills, trustworthiness, and other “soft skills.”

Inviting two new partners, Paul and Ben, into the firm felt less like completing a transaction and more like entering a marriage that created a blended family. For me, it marked the end of forty years of independence and the beginning of a shared future.

Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient

Together with the surge in investments brought about by the CHIPS and IRA acts, plus the recent surge in AI investment, US consumers continue to be the backbone of the US economy.

For more than a century, New York City has stood as the beating heart of global capitalism. That’s why this month’s election of Zohran Mamdani, a self-described Democratic Socialist, as the city’s next mayor has sent shockwaves through America’s business and investing community.

Markets are balancing this risk against the belief that the impasse will resolve soon, with short‐term “betting markets” still implying only a modest probability of prolonged gridlock ahead of the Thanksgiving travel week.

A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.

The latest U.S. economic data continues to paint a mixed picture. Private-sector employment from payroll processor ADP showed a return to modest job growth in October following a brief contraction.

For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400% of trailing twelve-month revenue to land top talent. But even the richest offers have their limits.

Join Matt Kaufman, Head of ETFs at Calamos, to explore how autocallable income strategies seeks high, stable monthly income with tax-deferred distributions, no K-1s, and no investment minimums.

In his new book, “Peak Human,” Johan Norberg, encourages us to learn about past golden ages and what made them golden. By understanding these culturally and economically special times in human history, and their rise and decline, we can shape our own future in better ways.

If owning a home is still the American dream, then it is increasingly out of reach for many young Americans. The average age of a first-time homebuyer is now 40, up from 33 just a few years ago and 29 in 1981.

Anduril Industries Inc. founder Palmer Luckey, Lockheed Martin Corp., Palantir Technology Inc.’s Shyam Sankar and other investors are putting $130 million into Valar Atomics, a nuclear startup that’s aiming to build thousands of advanced nuclear fission reactors within a decade.

Adam Giddens used to mainly rely on screening services and social-media buzz when looking for stocks to buy. Lately, though, he’s turned his attention to a different kind of influencer: Donald Trump.

When it comes to inflows, it seems like ETFs are content with beating themselves. After a record 2024 that saw inflows amass just under $1.14 trillion, ETFs did it again by edging past that level today. And they’re not done. State Street Investment Management is projecting total inflows could end the year at $1.4 trillion.

To better understand how the AI industry is funding itself and the potential risks involved, we believe it is helpful to draw on historical context from the dot-com bubble, when similar deals were common amid a thriving technology sector.

Everywhere I go, people ask me what’s next for the economy. My answer depends on what they mean by “next.” Today I’ll review some of the alternate employment and inflation data to see where we stand. There’s a lot we know and a lot we don’t know… but for the big decisions, we probably know enough.

As year-end approaches, it’s a good idea for taxpayers to get a sense of their projected income for the year. This can drive important decisions on whether it might make sense to reduce or increase income (if possible) based on current circumstances.

As the Federal Reserve continues to cut rates, the yields on money market funds are on a decline. For investors who prioritize safety, liquidity, and enhanced income, low duration bond strategies present a compelling solution. These strategies offer a balanced approach to navigating the current financial landscape.

The age-old question in fixed income is when should I go long duration? Over the last two years, this has been an ongoing query for investors. More recently, with the Federal Reserve resuming rate cuts, it has come back on the front burner for sure.

The recent fun and games involving the NBA and the gambling indictments are certainly amusing on their own merits, but do they say something else?

Actively managed ETFs, particularly those of the fixed income variety, are among the fastest-growing ETF segments today. That growth has been facilitated in part by advisors moving away from higher-fee mutual funds and issuers converting popular mutual funds to the ETF wrapper, among other factors.

Artificial Intelligence (AI) has the potential to be a transformative technology that impacts how we all live and do business. With some creativity, and time for current offerings to improve, it is not difficult to imagine how in the future these systems could enhance or even replace much of the work that we humans are currently doing.

After implementing the first interest rate cut of the year, the prospect of further easing by the U.S. Federal Reserve could make fixed income investors nervous.