The tariff recession is cancelled, but with the Fed strangling rates, we are nowhere near the boom Trump wants.
As financial planning becomes more digital, more automated, and more standardized, this human layer becomes even more critical. The ability to connect, to coach, and to support emotionally charged decisions will remain one of the most valuable skills an advisor can offer.
On this episode of the ETF of the Week podcast, VettaFi’s head of research Todd Rosenbluth discussed the NEOS Bitcoin High Income ETF (BTCI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
The latest economic data suggests the US economy is decelerating. That means growth is slowing, jobs are shrinking, and households are spending less.
The Federal Reserve’s annual gathering in the Rocky Mountains is usually a time for central bankers and their wonky friends to kick back, discuss a few complicated economic topics and then go for a hike in the shadow of Grand Teton.
The difference in wealth and income between the top 1% and the rest of America tends to get more attention, but one of the more striking wealth gaps is generational: Older Americans are far richer than young Americans.
Our economic-number friends are behaving badly, leaving us unsure where to turn. Maybe in time we will see who was right and wrong. This week we’ll look at some of the data and then at the wide array of diverse opinions from my favorite sources.
At the risk of assaulting an already deceased equine, happy talk about decreased spending in retirement strikes us as the whistling-past-the-graveyard rationalization of those who fear they haven’t saved enough. In plain English, the average retiree spends less than while working because they have to, not because they want to. Advisors and prospective retirees should take care not to confuse the two.
Different clients may prefer different ways to invest in bonds. This article isn’t about identifying which fixed income vehicle offers the highest yield or lowest fee. It’s about matching strategies to real-world investor behavior.
The battle of words between the alternative investments industry and all others about whether alts belong in 401(k)s is far too familiar today. The two sides speak different languages. They don’t engage each other.
Despite not meeting three of the four criteria, UPS valuations provide a better margin of safety than many stocks. However, while it may fare better comparatively, we would want to see improvement in earnings and sales trends before committing UPS to our roster of rainy-day stocks.
US investors are more concentrated than they think. Franklin Mutual Series believes diversifying into local, non-US currencies yields benefits, particularly in an environment of downward US-dollar pressure.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
VettaFi Voices provided a trailer on the current state of the ETF landscape and what's to come for the rest of 2025.
To some, $1 billion of ETF net inflows is not what it used to be. The US ETF industry has gathered more than $700 billion of net inflows this year.
The regular college and professional football seasons are just around the corner. The smart money is betting on further upside with the Roundhill Sports Betting & iGaming ETF (BETZ).
Walmart Inc., TJX Cos Inc. and Lowes Cos. each upgraded their forecasts this week; Home Depot Inc. returned to sales growth. All the good news means the retail sector is doing fine, right?
Consumer companies can cope with the baby bust. They just have to pivot to baby boomers.
Since the global financial crisis, value investing has been a lonely grind. Yet I know several managers who never gave up on value, and others who are uncomfortable with tech valuations and have been reallocating to lower P/E stocks.
Bond investors are heading into Friday’s much-anticipated Jerome Powell speech largely expecting the Federal Reserve chair will indicate policymakers will start cutting interest rates next month.
A paper from researchers at hedge fund AQR Capital Management and Yale University addresses one of the most important questions in finance: Will artificial intelligence and machine learning replace human researchers and traders?
Nvidia Corp. has instructed component suppliers including Samsung Electronics Co. and Amkor Technology Inc. to stop production related to the H20 AI chip, the Information reported, citing unidentified sources.
Investors today take for granted that the S&P 500 is an inherently superior group of stocks to those outside of the U.S. We believe investors who are substantially overweight U.S. large cap stocks would be well advised to rethink their stance.
Resilient data continues to fuel market momentum, but policy risks and global fragility remain close behind.
Following the softer-than-expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting.
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.
In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—shifts focus from growth stocks to income investing in this video of 6 dividend growth stocks. He explains how dividend-paying stocks can be a powerful strategy for investors seeking steady income, particularly in retirement, and why they differ from growth or total-return approaches.
While gold hit all-time highs in April before consolidating, he notes the pullback has been unusually mild—less than 6% versus an average 10.1% correction during the 2001–2011 bull run.
On the latest ETF 360, Kirsten Chang spoke to John Lawlor, managing director, portfolio manager/trader from MacKay Shields about the state of munis. Additionally, they discussed the NYLI MacKay Muni Intermediate ETF (MMIT).
In the 2018 thriller A Quiet Place, silence masks imminent danger. Today's equity markets offer a similarly deceptive peace.
Mutual funds are bleeding assets anew, just as their ETF cousins break fresh records.
Fresh from a bruising tussle with the White House over tariffs, Vietnam is confronting a different but no less delicate challenge.
July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility catalysts this week.
Revamped insurance regulations could bring securitized investments back into play.
Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, in our view.
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share four important tax management techniques for the future.
Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch.
Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification.
The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management.
For many students, high school is about preparing for college. Our Bill Cass reviews a four-year plan with action items for both parents and students.
This week’s column will explore the impact on team members and how to navigate a successful transition when your team has become like family and they care deeply about keeping the status quo in place.
Despite Tuesday’s wobble, the narrative that has been fueling the sharp recovery in US equities since April remains supportive as the drivers of the rally are still intact.
Traders are piling into one specific options wager that relies on a dovish Federal Reserve slashing interest rates by over a quarter-point next month.
As an industry leader, Vanguard cultivates a detailed understanding of defined contribution (DC) plans and their role in the U.S. retirement system.
Market uncertainty is leaving would-be retirees unsure about the future. Here, three Schwab professionals discuss how to navigate the transition with confidence.
We received a slew of economic data this past week, but the true market mover lies ahead this Friday: Chair Powell’s upcoming Jackson Hole address.
This week, the focus shifts to US retailers, particularly after recent economic data.
In this article, Russ Koesterich discusses his latest recommendations around portfolio positioning in anticipation of a potentially more volatile fall.
Three summers ago, single-stock leveraged and inverse ETFs hit the market when AXS investments rolled out the first such fund in July 2022.
Winding Down The Summer! While summer ‘officially’ lasts until late September, Labor Day marks its ‘unofficial’ close – and it’s fast approaching. That makes now the perfect time to hit the beach, prep and get organized for the school year, or sneak in a last-minute getaway.
