Financial planners perform a valuable service by discussing with married clients what will happen if the income of one of them disappears upon death. But the focus should be on the adequacy of the remaining income to the spending needs of the survivor — not the change in tax rate from married to single.
Some Wall Street pundits believe that the recent Fed rate cut makes its policy too accommodative, and they also argue that the Fed is creating a “Goldilocks” scenario for the stock market. To better gauge where policy lies on the accommodative to restrictive spectrum, it's critical to compare the policy to current economic growth and inflation rates.
I take Jerome Powell at his word when he says that he and his colleagues at the Federal Reserve are determined to get inflation back to its 2% target.
Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.
US stocks rose on Monday, as investors shrugged off the risks of a US government shutdown and turned their attention to economic data that may offer more insight about the pace of future interest-rate cuts.
There’s small change and big change. The small ones are notable: recessions, market crashes, etc. You’ll see several in your lifetime. The greater changes tend to be technology-driven: the Industrial Revolution, the internet, and now maybe artificial intelligence, robotics, and what I’ve called the Age of Transformation.
While the market is betting on an economic revival to support current valuation levels, the real economy is suggesting things are slowing down. Notably, the evidence isn’t coming from obscure corners. It’s showing up in the indicators designed to give us a heads-up before a storm arrives.
Investors are increasingly confident that the U.S. Federal Reserve will cut interest rates several times through mid-2026, signaling a more aggressive easing cycle.
The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest rate cut during its September 16-17 Federal Open Market Committee (FOMC) meeting.
In this video, Chuck Carnevale, co-founder of FAST Graphs, takes a deep dive into what he calls the single most important factor for long-term investing success: the ability to forecast future earnings growth. While past performance matters, it’s really what lies ahead that determines whether a stock will generate wealth or disappointment.
Precious and industrial metals have experienced volatility in recent weeks: gold has surged past $3,700 to reach a new all-time high, silver has climbed to $44 per ounce (its highest level since 2011), and platinum is trading at multiyear highs.
This article breaks down five key altcoins — Ethereum, Solana, Ripple (XRP), Litecoin, and one emerging name — that financial advisors should have on their radar.
Private credit isn’t necessarily new to retail investors. In fact, closed-end funds (CEFs) and business development companies (BDCs) have been giving everyday investors access to private loans and middle-market financing for years (see my previous note here). What is changing now is the scale and accessibility.
For years, midstream companies have generated significant free cash flow (FCF), which has differentiated them from the broader market. With balance sheets in good shape, excess cash has been used to reward shareholders with dividend growth and opportunistic equity repurchases
Bond issuance linked to environmental, social and governance (ESG) purposes dipped in the first half of 2025 following a strong second half in 2024. But we expect issuance of ESG-labeled bonds will pick up for several reasons.
Tech builders love a good feedback loop, and Nvidia Corp. and OpenAI have created a $100 billion one this week.
As Donald Trump unleashed his trade war, mused about annexing Canada and generally roiled global sentiment toward the US last spring, worries mounted that foreign buyers would boycott American financial products.
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
In 2025, the U.S. dollar's image of unassailable strength is being rigorously questioned. The U.S. government budget deficit remains stubbornly elevated, hovering just north of 6% of gross domestic product (GDP), and the debt-to-GDP ratio is tracking beyond 100%.
Business owners who sponsor 401(k) and other defined contribution plans will soon be faced with another decision: whether to offer alternative-investment options among a plan’s investment options.
AI is a potential boon to healthcare companies, but business fundamentals—not the latest science—are the true test of staying power.
Our latest press release announcing that Janus Henderson, Victory Park Capital, and CNO Financial Group have formed a strategic partnership.
Medicare provides health coverage for more than 60 million individuals. Understanding the details about enrollment periods and plan coverage is critical to getting the right plan for retirement. Our Bill Cass shares the highlights of the program.
Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management can help investors maximize their wealth.
Municipal bonds, commonly referred to as “munis,” are debt securities issued by states, cities, counties, and other state governmental entities to fund public projects.
Many have said that midcap stocks are a “sweet spot” of market capitalization. They deliver both growth potential — typically associated with smaller companies — and profitability — usually seen in larger companies. To quote WisdomTree, in a recent research note, midcaps sit in the “sweet spot between innovation and maturity.”
Clearer policy and lower rates are favorable for growth.
Active ETFs are in growth mode, but they’re still way behind their passive brethren, and narrow-use vehicles flummox investors.
This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.
Many people are puzzled about the disconnect between how well the US economy is doing and how badly Americans feel about it.
Stock bulls looking for the next hot Wall Street trade are increasingly turning to the busiest corner of the US market this year — initial public offerings.
A pair of senior Goldman Sachs Group Inc. executives are betting that Europe’s long-awaited revival in infrastructure spending and dealmaking will help power regional growth at the Wall Street bank.
Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government.
On Sept. 9, Russell Investments hosted a webinar examining the rising demand for overlay solutions, how overlay strategies are evolving and how institutional investors are using these tools today.
The Federal Reserve cut interest rates, but uncertainty is high and the FOMC is deeply divided on where policy should go next.
Healthcare costs will be a chronic pain.
How can investors navigate the diverse, dynamic field of corporate and asset-backed opportunities?
Division by zero is known as a “singularity.” It’s the point where equations break down, values become “indeterminate,” things stop working normally, and variables shoot toward infinity and suddenly collapse on the other side.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.
As expected, the Federal Reserve (Fed) cut interest rates last week to take the fed funds rate down to 4.25% (upper bound). Moreover, through the release of the updated dot-plot, the Committee signaled that two more interest rate cuts could be appropriate this year, which would take the fed funds rate down to 3.75% (upper bound).
Cullen Rogers, Chief Investment Officer at Wedbush Fund Advisers, highlights the Dan Ives Wedbush AI Revolution ETF (IVES) and explores the broader investment thesis fueling interest in artificial intelligence. Craig Ebeling, Head of ETF Strategists at Fidelity Investments, outlines key factors to consider when evaluating income-generating ETF strategies and offers timely guidance on tax-loss harvesting ahead of year-end.
A retrospective look at the data around some of this year’s ETF launches reveals some key trends in the industry.
Studies show that Americans work more hours overall (with a work week that often exceeds 40 hours) and take less vacation time than our counterparts in many other developed nations (for example, a statutory five weeks' paid vacation in France). Increasingly, we work right through our vacations.
The financial advisory sector is adapting to a fundamental shift in how wealth is defined and managed. While professionals are skilled at handling traditional securities and physical property, a client’s growing digital footprint presents a new and complex variable in estate planning.
Investment giants KKR & Co. and Blackstone Inc. are leading a combined $17 billion investment in the natural gas industry, marking a massive push of private funds into a sector helping to quench artificial intelligence firms’ relentless thirst for energy.
The Federal Reserve has long been able to depend on the housing boost from interest rate cuts juicing the US economy. This time looks different.
Bets that the Federal Reserve will continue cutting interest rates have fueled a rally in one of the riskiest corners of the technology sector, raising concerns about a potential painful reversal in the stocks.
OpenAI plans to invest roughly $400 billion to develop five new US data center sites in partnership with Oracle Corp. and SoftBank Group Corp., marking the biggest push yet to fulfill an earlier pledge to spend a half-trillion dollars on artificial intelligence infrastructure in the country.
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