Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Caryl Falvey shares retirement-conversation insights from MIT Agelabs and MassMutual Strategic Distributors.
Fixed income is top of mind as investors look to a new interest rate regime. Sylvia Yeh dives into the outlook for 2025.
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth reviewed the ETF industry’s 2024 performance with Chuck Jaffe of Money Life. The pair discussed the ETF industry’s record breaking performance, evolutions in product development, and more.
Why cyclical leadership in equities could continue into 2025.
At the time of year where everyone is reflecting on the things that matter most to them in their personal lives, it is important to also consider what matters when it comes to investing. In this investment commentary, Johnson Financial Group shares what really matters as you put your money to work.
Meet the new stock pickers. They will remind you of the old stock pickers.
VettaFi discusses the significant improvement in MLPs over the last decade.
New exchange-traded funds riding buzzy investment themes are helping fuel record industry growth this year. Yet, it’s also shaping up to be a banner era for money managers revamping their tried-and-tested mutual funds into the tax-efficient product.
Every year, most investors face a near-certain reality: taxes on their investment portfolio.
Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year.
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.
To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets.
Help overcome market timing and loss aversion with dollar-cost averaging.
BlackRock’s Rachel Aguirre highlights several of the year’s biggest ETF trends and explains how the firm has positioned itself around them. VettaFi’s Cinthia Murphy discusses the recently launched FIRE ETFs and LifeX ETFs.
A resilient US economy and deepening geopolitical tensions around the world are making asset managers rethink their expectations for a weaker dollar.
The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
Over the past few years, I’ve written numerous articles and given numerous presentations on Direct Indexing.
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) 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.
You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.
Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
It is important for savers to understand guaranteed and non-guaranteed options when looking at retirement solutions offered within a 401(k) plan. Our Mike Dullaghan shares the highlights and talks about the need for personalized strategies.
Treasury inflation-protected securities can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Actively managed ETFs are among the fastest-growing products in the broader ETF space.
Sirion Skulpone of Goldman Sachs Asset Management talks through the risks of being concentrated in individual stocks.
In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.
Municipal bonds broke their winning streak in October, posting negative total returns alongside broader fixed income assets.
This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.
A year-round focus on taxes can unlock value for investors in higher brackets—and it can help advisors prove their own value.
Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.
Change is on the horizon for hard working Americans saving for their future, as 401(k) plans are now embracing private market investments. Savers may soon have access to opportunities previously reserved for institutional investors.
Recent insights from Natixis Investment Managers breaks down a few fixed income risks that investors may not be aware of.
VettaFi’s Todd Rosenbluth explains how the election could impact specific ETF categories and the industry overall. Baird’s Rich Lee also discusses the election’s implications for ETFs and talks market concentration risk, active ETFs, buffer products, crypto, and what to watch for in 2025.
Explore how these two investment types compare.
Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In recent years, Washington, D.C., has considered proposals to tax or limit them.
Investors have been married to their money market funds for the better part of the last two years.
As we think about investing around a historic election, establishing what we know, what we need to know, and what we can count on is a useful foundation for navigating the uncertainty.
In this article, Russ Koesterich discusses why he believes U.S. exceptionalism is a trend that is likely to continue.
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we believe a flexible strategy also belongs in most bond portfolios, as managers can adjust their exposure based on market conditions.
For nearly 2 years I have been recommending MLP pipelines (Master Limited Partnership) as an attractive energy play with high yields and upside price potential.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Corporate Bond ETF (FCOR) 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.
To those who argue that value investing has gotten too hard in today’s momentum-chasing, passive-driven world, Scott McBride’s results are a bit of a conundrum.
Volatility creates a number of challenges for advisors and investors, but also opportunities for those who know where to look.
Volatile interest rates have spurred investment capital into motion. Clients often ask where they should allocate on the yield curve.
