Clients work a lifetime for financial freedom. Once retirement comes, they often have a large nest egg to spend. However, there can also be a huge fear of spending the portfolio down.

T. Rowe Price Group Inc. has secured financing from Walmart Inc. heir Lukas Walton’s impact platform for a new corporate bond fund, which will support investments in themes including water security and marine protection in emerging markets.

China ruled that Nvidia Corp. violated anti-monopoly laws with a high-profile 2020 deal, ratcheting up the pressure on Washington during sensitive trade negotiations.

Despite the slowdown, the Federal Reserve remains hesitant. Chair Powell noted softening labor conditions at Jackson Hole and suggested the door is open to rate cuts. But no concrete shift in policy has occurred.

No one wants to be a party pooper. It drives away friends and makes you generally unpopular. But if you are a monetary policymaker, ending the party before it gets too wild is quite literally your job.

Since the first rate cut of this cycle in August of 2024, the S&P 500 has risen by roughly 16%, broadly in line with historical performance during prior expansionary easing episodes.

A Federal Reserve rate cut won't necessarily lower longer-term bond yields or mortgage rates.

In a recent LinkedIn newsletter, we highlighted how mid-caps have historically delivered a compelling mix of growth and resilience, the "sweet spot" between innovation and maturity.

Investor and consumer surveys indicate that confidence is stabilizing following the initial tariff agreements, and consumers’ spending and income remain robust.

A key theme dominating global financial markets in recent weeks has been the general upward pressure on sovereign bond yields, particularly at the long end of government bond market curves.

It is certainly possible for the Federal Reserve, as the biggest player on the block, to lower money market rates over the course of the next few meetings. However, if it turns out to have been orchestrated out of political expediency rather than as stimulation for a weak economy, inflation will result. We saw a similar movie in August 1971.

Rising yields in global government bond markets reflect expectations that interest rates will remain higher, rather than concern over brewing fiscal crises, according to BlackRock Inc.

WisdomTree Inc. launched its first tokenized fund that gives investors exposure to private credit, marking the latest attempt by Wall Street to connect fast-growing markets with blockchain technology.

Companies are moving some of the excess cash on their books into longer-term securities, betting that rate cuts from the Federal Reserve will make these holdings more lucrative.

In the latest Money Metals Midweek Memo, host Mike Maharrey analyzed the ongoing bull markets in gold and silver, highlighting record highs, historical ratios, supply deficits, and why silver may now be poised for an even stronger run than gold.

In light of the major market shocks of 2025, advisors are tasked more than ever with helping clients manage the psychological aspects of their money, while keeping an eye on market opportunities and headwinds that can impact their investment portfolios.

Treasuries rose as traders latched onto fresh signs that the US labor market is softening, bolstering their outlook for how much the Federal Reserve might cut interest rates in the coming months.

With just a week remaining until the highly anticipated September Federal Open Market Committee (FOMC) meeting, Wednesday’s wholesale inflation print and Thursday’s consumer inflation results for August are the last major hurdles lying between the expected resumption of the FOMC easing cycle.

A look inside why more Americans are turning to lifetime income.

The One Big Beautiful Bill Act offers valuable tax benefits specifically for businesses. Our Bill Cass discusses the highlights of the new law and how business owners may benefit.

While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.

It’s no understatement to say this could have been the most anticipated jobs report in quite some time.

For much of its nearly 17 years on the market, bitcoin has been viewed as a volatile asset. The largest cryptocurrency’s history is chock full of dramatic price swings in both directions and extended periods of turbulence.

Last week's employment update seems likely to prompt a shift in the Federal Reserve's monetary policy. The August jobs report revealed a significant slowdown, with Nonfarm Payrolls (NFP) increasing by only 22,000, well below the 75,000 expectation from economists surveyed by Dow Jones.

As summer comes to a close and life adjusts back to normal for most of us, we thought it was a great time to get back to basics and take a look at the current U.S. stock market.

We’ve received many client questions about seasonality in stocks, and specifically about the ‘September Effect’. This is the theory that investors should sell their stocks after Labor Day to avoid autumn volatility.

Markets now see more than an 80% chance of a rate cut from the Fed this month, and it may be a good time to reallocate short-term cash positions to medium-term fixed income positions with maturities between 5 and 10 years.

One of the standout developments in financial markets in August 2025 was the unprecedented surge in ETF inflows.

Credit traders are increasingly relying on algorithms, decades after they began dominating equity markets, and they have become reliable stand-ins when activity would normally sag. The result has been smoother markets with less volatility and lower trading costs.

Global macro conditions remain constructive for risk assets, according to Franklin Templeton Investment Solutions. Get the team’s views across global assets in the latest “Allocation Views.”

The financial world is replete with terms and definitions, many of which overlap in concept or application. Perhaps I can simplify a familiar concept for most investors who strive to grow and preserve their wealth.

Earnings expectations for the Magnificent Seven (or Mag Seven) mega-caps remain optimistic, but profits may face pressure as spending rises. Equity investors should carefully evaluate each of the mega-caps while searching across other sectors for solid sources of profitable growth.

Markets cheered an imminent Fed rate cut, with small caps outpacing the S&P 500, but rising unemployment, sticky inflation, and slowing job growth point to stagflation risks. Advisors face a market both buoyed by near-term catalysts and shadowed by longer-term vulnerabilities.

Making the case for potential rate cuts in his recent speech at Jackson Hole, Fed Chair Powell noted that policy is presently in restrictive territory.

This summer has been a big one for digital assets in the U.S., with major policy steps moving forward in Washington. The White House has been clear that the goal is to strengthen American leadership in digital financial technology, and the bills and executive actions we've seen over the past two months all fit under that theme.

Markets are hoping for a “Goldilocks” outcome: tariffs that don’t hurt margins, inflation under control, and just enough labor softness to justify rate cuts. It’s an appealing story, but history suggests this mix is rare, and chasing it could set investors up for disappointment.

Private equities are a growing and increasingly significant part of the investing landscape.

DoubleLine CEO/CIO Jeffrey Gundlach, widely known in the capital markets as the "Bond King," spoke at a Total Return Webcast.

In today's rapidly evolving financial landscape, new and young financial advisors face both tremendous opportunities and significant challenges. This guide outlines the core strategies that new advisors should prioritize to build successful practices and thrive in this competitive environment.

In this article, I’ll share three mistakes advisors make when it comes to the intersection of early retirement and health insurance, and what to do instead.

Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.

Market uncertainty continues to linger in the back of fixed income investors’ minds. But that can force much-needed recalibration of portfolios as tariffs and rate cuts loom. A compelling option to consider: corporate bonds.

How should investors think about integrating private credit into their portfolios?

Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

LPL Research sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside.

Gold, digital gold (blockchain-backed gold), and critical minerals are drawing interest as money supply grows and certain resources become scarcer.

The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.

Markets naturally see through the lens of businesses. When tech stocks took a dive last month on concerns of an “AI winter,” investors were egged on by a study showing 95% of corporate AI pilot programs failed to deliver any gains in productivity or profit, making all this expensive AI start to look a little useless.

Healthcare has been the worst-performing sector in the S&P 500 so far this year.

It’s never too soon for advisors to start honing in on their area of expertise and figuring out their ideal client.