When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient. Stay invested. Ride it out.” The rationale? The market always goes up over time. But there’s a critical flaw in this narrative.
Bob Elliott, Co-Founder and CEO of Unlimited, highlights the value of hedge fund strategies and how his firm is making them more accessible through innovative hedge fund replication ETFs. Todd Rosenbluth, Head of Research at VettaFi, breaks down the latest ETF headlines – from Invesco’s plans to restructure QQQ, to Global X’s launch of “PureCap” ETFs, new covered call sector ETFs from State Street, and growing investor interest in momentum ETFs.
Integrating tax expertise into your practice not only mitigates this risk but also transforms the way you serve your clients. Here are three compelling reasons to partner with a tax firm this year.
If there’s one thing I’ve learned after decades in the investment world, it’s that government policy is a precursor to change.
The ability of the US economy to avoid a recession in 2022-2023 rested, in part, on the resilience of non-residential investment, which was propped up by a strong private investment push from companies taking advantage of provisions in both the CHIPS Act as well as the IRA.
US Congress passing the GENIUS Act paves the way for stablecoins to move from niche to mainstream.
With inflation still eating away at fixed-income returns and threatening the once-reliable stock/bond inverse correlation, it may be time to take another look at adding gold fixed-income offerings to portfolios.
We believe several forces—tariffs that weigh on U.S. household income, shifts in fiscal and economic policy abroad, and evolving macroeconomic conditions—could compress growth differentials between the United States, Europe, Japan, and China.
“Everyone knows” falling interest rates are good and rising interest rates are bad for bond investors. But “everyone” is generally wrong.
The outcomes resulting from headline items in 2025, such as inflation, monetary policy, and tariffs, remain unknown. However, staying disciplined and following a plan through a robust asset allocation is key.
One idea unites the left and right lately: a zero-sum view of the world. Unfortunately, nice as it would be to hail a rare instance of ideological harmony, both sides are very much mistaken.
Despite some wide swings over the last few years, most bond yields still remain elevated.
Understanding How Options Work, Why They Matter, and How Investors Can Use Options
Today I’ll continue talking about uncertainty. I want to highlight the complexity we face and also describe the jarring surprise some of us feel when our most trusted sources say things we didn’t expect… and the importance of listening to them anyway.
The second quarter of 2025 started with a bang and ended with a whimper.
On Wednesday, Janus Henderson expanded its ETF lineup with the launch of the Janus Henderson Asset-Backed Securities ETF (JABS).
Technology offers plan sponsors powerful retirement planning and engagement tools.
Century Aluminum is considering development of the first new US aluminum smelter in nearly 50 years — a move that could revitalize the domestic industrial metals landscape.
The second quarter of 2025 was defined by an optimism that the global economy will find a path forward, where the initial shock of aggressive tariff announcements was replaced by a period of cautious uncertainty as the resilient and resourceful U.S. consumer provided encouragement for domestic equities.
Asset protection is important to protect assets from a lawsuit, civil claims or bankruptcy, and is often associated with high-net-worth individuals, business owners or professions that are high-risk, such as medical providers.
Trade-dependent Asia-Pacific (APAC) economies are at great risk from the U.S. reciprocal tariff plan. After a three-month deferral, a new series of letters from the White House suggests that the levies will go into force on August 1.
While the market has successfully looked through concerns over tariffs, it is important to note that this is still a dynamic situation.
Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending — heightening pressure on the company to justify the cost of keeping up in the AI race.
Ever since he picked up a trombone in middle school, Jackson Spellman has wanted to pursue a career in music.
The secret to getting a trillion-dollar valuation on a struggling car company is to convince everyone that you are not in fact a car company.
Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends.
Retail speculation is once again gripping the markets. A recent Wall Street Journal article highlighted how the latest retail gambling vehicle—zero-days-to-expiration (0DTE) options—has exploded in popularity.
The big banks kicked off earnings season last week when they reported results for the second quarter.
As the market marches to new highs, just two months after a violent 20% selloff in equities, we ask ourselves how the narrative has shifted so quickly.
The record rally in equities churns on, with the latest batch of strong bank results helping fuel the market’s forward momentum.
Now that we're more than halfway through 2025, let's take a look at the top 10 most-read charts so far for the year.
Second quarter earnings from the big six US banks surprised to the upside, revealing a resilient core: strong trading results, stable credit quality, and a late quarter rebound in investment banking activity.
This video examines the top 10 most-read charts for the first half of the year. From market updates and valuations to consumer attitudes and gas prices, these charts have provided crucial insights into the economic landscape that has shaped the first six months of 2025.
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.
By rooting your practice locally, you can build deeper relationships, provide more contextually relevant advice, and grow your business through word-of-mouth and trust — two things no digital marketing funnel can replicate.
The new “Trump Account” provision in the “One Big Beautiful Bill” is being promoted as a game-changing way to help American families.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
In a series of blogs, our experts look back on an exceptionally volatile first half, then offer their insights on what we might expect to see for the balance of the year. Let’s start with a high-level overview.
We’re not surprised by the macro and market resilience, but it’s too soon to say we’re out of the woods, especially as the impact of uneven fiscal policy comes into sharper focus. Opportunities are out there, but context and discipline are critical.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation analyzes Molson Coors Beverage Company (TAP) using the FAST Graphs tool.
Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends through the lens of key SPDR ETFs and highlights new launches, including the SPDR SSGA IG Public & Private Credit ETF (PRIV). Roxanna Islam, Head of Sector & Industry Research at VettaFi, provides the latest updates from the world of crypto ETFs, covering fund flows, recent launches, and the status of SEC filings.
Vanguard's Investment Strategy Group explores the emotional and time-saving benefits that investors can derive from professional financial advice. In general, advised clients report getting emotional value as well as spending less time thinking about and dealing with their finances.
Phantom income refers to tax liabilities that arise from investment gains allocated to an investor but never received in cash. It is a recurring challenge for ultra-high-net-worth families.
PR’s unique strategic contribution starts with direct access to company leadership. With an intimate knowledge of the business’ vision, the PR team can propose communications strategies tied to the core business objectives.
With our most reliable stock market valuation measures at the highest extremes in U.S. history, it’s useful for investors to remember that a market crash is nothing but risk-aversion meeting a market that is not priced to tolerate risk.
Ignoring U.S. healthcare problems won't make them go away.
We continue to maintain a Marketperform rating on all sectors, a position we adopted in April after the White House unveiled a policy of steep but fluctuating global tariffs.
As we move into the second half of 2025, it is an opportune moment to reassess our market outlook and provide updated insights for investors.
Congressional Republicans delivered the much anticipated One Big, Beautiful Bill Act (OBBBA) to President Trump’s desk just in time for a symbolic July 4 signing.
