A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.
On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.
As we turn the page on 2024 and look ahead into 2025, the key question on investors' minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025?
Research Affiliates’ Rob Arnott delves into the strategy of investing in companies recently removed from major market indices and offers perspective on current stock valuations. VettaFi’s Cinthia Murphy presents five ETF predictions for 2025.
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
Three interconnected lessons from 2024 help shape our 2025 outlook.
The most important issue regarding what lies ahead from an economic perspective is that the economy’s fundamentals remain solid with very few misalignments that could derail it, at least for now.
2024 was about as good as it gets in the equity markets – with the BGEP up 31% and the broader market as a whole posting double digit gains. Underneath the surface, we believe that there are three main drivers of the year’s solid returns. We discuss them below in our market review and outlook.
Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.
On this special New Year’s episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the year in review. The two discussed the top ETF stories of 2024, including the record-breaking $1 trillion in ETF industry AUM, the rise of bitcoin ETFs, and ongoing adoption of options-based ETFs.
Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.
MicroStrategy Inc. bought $101 million of Bitcoin after announcing that it would use perpetual preferred stock as well as common shares and debt to acquire more of the cryptocurrency.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
The incoming Trump administration has set a goal of growing the economy by 3% per year, similar to promises made during Donald Trump’s first term in office.
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.
The year ahead may present challenges as markets and the economy look to maintain momentum.
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Enrollees in Medicare Advantage may end up paying steep costs for specialty care that doesn't meet their healthcare needs, advisors shared.
The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.
Quant funds that make money surfing the momentum of markets saw a promising year slip away in 2024 when big bouts of volatility lashed everything from Japanese stocks to cocoa futures and Treasuries.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
December's market activity highlights the need for caution in the near term.
Fixed income is top of mind as investors look to a new interest rate regime. Sylvia Yeh dives into the outlook for 2025.
We’re continuing the Advisor Perspectives tradition of highlighting the most-read investing articles for 2024. Enjoy!
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.
With Donald Trump’s re-election as President of the United States, debates have reignited about the potential impact on markets, trade, and the global economy. The new administration has promised deregulation, tax cuts and a focus on energy independence.
By this time last year, the stock market’s rally had blown past even the most optimistic targets and Wall Street forecasters were convinced it couldn’t keep up the dizzying pace.
One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property.
On a rather quiet final Friday of the year, I used my Bloomberg Terminal to check how key government bond yields in advanced economies have changed in 2024.
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is solid and promising.
OpenAI, founded a decade ago as a research organization, is considering a change to the AI company’s structure that would create a more conventional money-making corporation alongside a nonprofit arm.
The S&P 500 Index posted its best month of the year in November, with a clear election result and a “no-surprise” Fed rate cut providing support.
Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years.
Treasuries were under pressure in a holiday-shortened session as investors remain wary to park cash in US government debt that matures in a decade or more.
Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.
For 2025, the financial markets will be entering a new chapter in the ever-evolving policy story. Indeed, not only will the U.S. economy be operating under a new political and attendant fiscal backdrop, but it will also be in the midst of a different monetary policy setting—rate cuts, not the after-effects of rate hikes.
A rude surprise could be in store for the millions of Americans who get health coverage through the Affordable Care Act. If Congress doesn’t act next year, enhanced premium subsidies will expire by December, causing enrollees’ payments to increase by more than 75% on average.
Emerging markets-focused investors have had little to celebrate over the past year.
As investors continue to step out of cash and potentially rebalance out of equities following their strong performance, we expect bonds to play a larger role in diversified portfolios next year.
As we near the end of 2024, researchers, businesses, and investors have begun to question the overheated artificial intelligence sentiment.
Since we are not going to publish Weekly Economics on December 27, 2024, we will take this opportunity to say farewell to 2024 and to all our readers, we want to wish you a very happy holiday season and a very prosperous New Year 2025!
After years in the investment world as an institutional manager, an academic researcher and lecturer, and an independent advisor to individual investors, I’ve learned that there are three main objectives we’re trying to achieve when we design client portfolios.
To Michael Saylor’s online fanbase, it’s the next step in the great normalization of crypto: Bitcoin proxy MicroStrategy Inc. enters the S&P 500 next year, forcing the likes of index-tracking funds to buy his controversial company en masse. Whether they like it or not.
Bond traders have rarely suffered so much from a Federal Reserve easing cycle. Now they fear 2025 threatens more of the same.
Macroeconomic uncertainties prompted the Federal Reserve to signal a slower pace of policy rate cuts in 2025 and beyond.
Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.
We expect the opportunity set to widen for income investors in 2025, though less clarity around the second half requires a dynamic approach.
As the year comes to a close, we revisit some of the key market themes and moves for 2024 and the year ahead.
