The US economy expanded at a solid pace in the third quarter, largely powered by a broad-based advance in consumer spending as inflation continued to cool.
Not everyone is ready to give thanks for moderating food prices.
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.
he Tax Cut and Jobs Act (TCJA) was passed in 2017, otherwise known as the Trump Tax Cuts.
The following are hypothetical examples of statements of overconfidence, excessive humility, and confident humility by financial advisors. As you read them, examine how you would react if any were said to you.
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
As more women find themselves sandwiched between caring for their children and aging relatives, many struggle to balance their short-term responsibilities with their long-term financial plans.
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
As an advisor, you must recognize that you’re not simply in the financial advice business. First and foremost, you’re in the problem-solving business.
Understanding how to help a couple explore each partner’s financial history and validate their goals and anxieties can make all the difference in helping them reach a middle ground without feeling sidelined or resentful.
Don’t let your clients lose sight of their goals in financial complexity. Give them the clarity and simplicity they crave with a one-page plan that’s tailored to their unique needs.
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
President-elect Donald Trump vowed additional tariffs on Mexico, Canada and China, shaking markets with his first specific threats to the US’s top trading partners since his election win three weeks ago.
There has been a lot of talk about (in)efficiencies in government spending, both before and since the election. Much of the conversation has been driven by Elon Musk, who will co-head the Department of Government Efficiency (DOGE, not an actual government agency). Musk has boasted he could find $2 trillion to cut from the federal budget.
While space startup Rocket Lab USA Inc. prepares to test-launch its new medium-sized rocket next year, its shares have already blasted into orbit.
Some retirees say they could have planned better for lifetime income—helpful insight for current participants.
For investors looking to get ahead of the greater bond market, Eaton Vance's Total Return Bond ETF can do the trick.
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct?
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.
Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.” But saying it isn’t hard. Who is the opposition? No one says we need more waste, fraud, and abuse. We’re all 100% agreed all three are bad.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
High-tech manufacturing in China over the past year has often felt like watching a looking-glass parody of the US.
Today’s video is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s.
Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.
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.
Rick Raczkowski, PM, Relative Return Team, Loomis, Sayles & Company, discussed how the team views fixed income investing looking ahead.
The second coming of Donald Trump is unquestionably bad news for Germany.
US President-elect Donald Trump's administration will face a wary, inflation-sensitive public and a Chinese regime that is well prepared to pursue large-scale retaliation. If it is serious about introducing new tariffs, it will need to clarify its priorities and then choose among conflicting policy goals.
The post-election stock market is already giving investors a wild ride. Big individual stock selloffs, massive rallies, and a dizzying array of market narratives built on Wall Street’s best attempts to read President-elect Donald Trump’s mind.
Sirion Skulpone of Goldman Sachs Asset Management talks through the risks of being concentrated in individual stocks.
Many of the myths and controversies surrounding the equity risk premium (ERP) are rooted in semantics: The same term is used for multiple purposes.
In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase.
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
I’ve been looking for the best dividends in the market for over 13 years. Time after time, I keep coming back to this question.
Why the equity market rally following the U.S. presidential election could continue into year-end.
To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.
Vanguard has a pair of bond options if fixed income investors are looking to get active with their portfolio.
In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.
The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
Nvidia Corp. assured investors that its new product lineup can maintain the company’s artificial intelligence-fueled growth run, though the rush to get the chips out the door is proving more costly than expected.
The 2024 Global Survey of Financial Advisors from Natixis revealed the ongoing hesitance of investors to move out of cash and into bonds.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.
We seek to capitalize on today’s attractive yields while staying mindful of economic and market uncertainties.
The Treasury yield curve has shifted appreciably all year long. In particular, the last few months have realized substantial rate changes. The shift in the Treasury curve is not isolated. The corporate curve is also changing.
We take an early look at how a new policy platform could factor into the US deficit and debt.
