Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
In the months before Donald Trump entered the White House the first time around, speculation mounted that he would release mortgage giants Fannie Mae and Freddie Mac from the federal conservatorship they’d operated under since being bailed out during the global financial crisis.
Top financial professionals have a clear understanding of their unique strengths and are able to convey them to clients. To set yourself up for success, distinguish yourself in the market through specialized expertise and tailored client services.
Balancing credit risk with interest-rate risk in a dynamically managed portfolio can be an all-weather approach.
The current global expansion has been characterized as one of US exceptionalism. Despite many developed market economies outperforming low expectations, the robustness of the US expansion has stood out. We believe this can continue based on differences between the US and European economies.
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
Most Americans, from both parties, say the government needs to increase the supply of affordable housing. For President-elect Donald Trump, that should offer a good opportunity to summon his instincts for development — and self-promotion — to get America building again. Call it the “Trump Building Boom.”
Federal Reserve Chair Jerome Powell says he wants to wait and see what policies the incoming Trump administration will implement before the central bank forecasts what it means for the economy.
Reengineering processes through automation, streamlining, and delegation enables financial advisors to provide greater value while spending more quality time with clients.
The global transition to clean energy should open opportunities for fixed income investors in bond funds that focus on the ESG theme.
Change is the sum of fundamental trends, the gradual elimination of accumulated extremes, and the random arrival of new shocks.
The Federal Reserve (Fed) Chairman seems to be happy with the market’s new wisdom regarding the path of interest rates going forward.
Our model, How America Spends, has been tracking the purchasing behavior of 135 million U.S. households since 2014. This model is not a black box – it is a data file representing the spending of 135 million households on goods and services since 2014.
Germany’s Carl Benz might have invented the automobile, but it’s the United States that got us to drive them.
Two weeks ago, I opened this letter by noting the election uncertainty, once over, would give way to a different uncertainty about what comes next. That’s where we are now.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, inflation and interest rates.
Declining inflation has been a theme for the economy since mid-2022, but we still believe the road may have some curves.
Municipal bonds broke their winning streak in October, posting negative total returns alongside broader fixed income assets.
Traders see an interest-rate cut next month as a coin toss as resilient economic data empowers Federal Reserve officials to take a potentially more-cautious approach to easing.
The highest Treasury yields in months — reached Friday after a batch of strong economic data cast additional doubt on whether the Federal Reserve will cut interest rates again next month — proved appealing to bond investors.
Larry Fink turned to big deals to get BlackRock Inc. out in front of a decade of money gushing into index funds. Now he’s doing the same to make sure his firm isn’t left behind in the stampede into private assets.
A year-round focus on taxes can unlock value for investors in higher brackets—and it can help advisors prove their own value.
U.S. rate cuts of up to 200bps are anticipated by the end of 2025 but with significant further downside if recession risks materialize.
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.
One of the core principles of a long-term dividend portfolio is to invest in companies that are integral to society and will be for many years to come. Transportation falls into that category.
Much of modern finance falls into one of two camps, neoclassical finance and behavioral finance. The former posits efficient markets, the latter posits the opposite.
President-elect Donald Trump pledged last month to eliminate “the Double Taxation of overseas Americans.” Never mind the clumsy wording — taxes on US citizens working abroad aren’t excessive so much as excessively complicated — this is one campaign promise that may actually be fulfilled, given the Republican control of both houses of Congress. That would be a good thing not only for those Americans but also for America.
In many ways it didn’t matter what those answers were, just that they were out of the way and investors and US companies could begin to plan accordingly for Q4, 2025 and beyond.
Your fixed income strategy does not necessarily need to be adjusted based on every personnel or environmental change.
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.
From beginning to end, the 2024 election cycle will be looked back on as historic
For DC plan sponsors, developing a short list of income solutions is a good first step.
As the year winds down, many investors focus on year-end charitable giving and tax planning. Finding a charity and donating money is the easy part. Taking slightly different approaches to gifting can yield dramatically different results from a tax perspective.
Republicans won the White House and Senate in the 2024 U.S. election, while vote counting continues for the House of Representatives. Here's a look at the policies that could affect markets.
Here’s our outlook on what to expect and how investors might navigate this new phase.
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.
Investors are piling into US leveraged loan ETFs, betting that President-elect Donald Trump’s policies will potentially boost inflation and push the Federal Reserve to keep interest rates higher for longer.
Let's keep our client meetings focused and manageable. By doing so, we not only respect their time and attention but also increase the likelihood of them taking the necessary steps to achieve their financial goals.
Despite being the generations with the most knowledge, experience and potential resources, many are still unsure about their financial future.
Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.
The Fed cut rates by 0.25%, with limited changes to the statement, while Powell's blunt "no" response about any coming political pressure to resign was headline grabbing.
The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.
In this article, we outline the key benefits of profits interests for RIAs and provide a roadmap for how RIAs can grant profits interests to their employees.
The bond-market selloff unleashed by Donald Trump’s presidential victory last week ended almost as quickly as it began.
VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos S&P 500® Structured Alt Protection ETF – November (CPSN) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long Island, New York, and I am proud of his service.
I went to bed “early” on election night, around 10:30 pm. We are in the five months of the year where Puerto Rico is one hour ahead of Eastern time, and nothing I was seeing made me think it would be an early night. And by that I meant 3 or 4 am.
Maslow’s hierarchy of needs was a groundbreaking concept when it appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met before a person can move on to higher levels of self-worth and fulfillment.
The people have spoken. While there are still some unknowns, the contours of the American government that will be seated next January are reasonably clear.
