Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.

Equities continued to climb in Q3, with fixed income remaining steady despite international conflicts, inflationary pressure, and election-related uncertainty in the United States.

Derivatives are complex financial instruments with associated risks, costs, and potential payoffs.

Google parent Alphabet Inc. is showing an expensive foray into artificial intelligence is starting to pay off, delivering better-than-expected sales for its cloud-computing business and driving more usage of its flagship search engine.

I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.

The "ideal life" is a harmful myth that can distort perceptions of success and happiness. By recognizing different values and goals, you can foster a more inclusive – and realistic – understanding of what it means to lead a fulfilling life.

Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.

State and municipal budgets are adjusting to life after pandemic interventions.

Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting.

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.

Crossing a new ETF AUM threshold, Amplify ETFs has also launched new funds this year and may be set to intrigue entering 2025.

The US presidential election Nov. 5 is shaping up to be the mother of event risks so you’d think the safest of all havens would be holding up. But it’s not — and that’s only one of the notable anomalies springing up in financial markets. Yields on 10-year US Treasuries have risen nearly 70 basis points since the Federal Reserve's punchy half-point initial rate cut on Sept. 17.

There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.

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.

Annuity owners value the financial security that guaranteed lifetime income provides.

Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.

Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.

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.

Although Americans say they don’t like paying the current level of prices for goods and services that resulted from the worst bout of inflation in 40 years, they can take comfort from the fact that those prices, while admittedly not coming down in most cases, are actually becoming more affordable.

With the election looming, investors should prepare for potential changes in tax policies, particularly given the impending sunset of the 2017 Tax Cuts and Jobs Act.

Talking and exchanging communication with advisors and clients over the last several years has shown that many of them are concerned about the fiscal path of this country and the consequences it is having on our debt.

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.

The Internal Revenue Service has announced new tax brackets for 2025, making now an ideal time to revisit the benefits of muni bond ETFs.

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Many investors today use EM debt for the wrong reasons, manage it imprudently, or overlook the best parts.

Financial markets moved higher yet again in the third quarter of 2024, and this time everyone joined in!

Volatility creates a number of challenges for advisors and investors, but also opportunities for those who know where to look.

The period from 1956-1966 offers lessons we can apply to today's bull market, regarding technological progress, market fundamentals and more.

Imagine if humanity decides it doesn’t have enough amusement parks. All the world’s nations announce they will be financing new ones across the planet. Bankers stand next to models of future parks and hand comically large loan checks to the developers. It’s not nearly enough to end the global amusement-park crisis, but they still win accolades and shareholder approval for doing their part.

Volatile interest rates have spurred investment capital into motion. Clients often ask where they should allocate on the yield curve.

The start of a rate-cutting cycle has opened up new questions ― and possibilities ― for stock investors. Tony DeSpirito, Global CIO of BlackRock Fundamental Equities, outlines key areas to watch as the Fed takes action to “recalibrate” interest rates.

In our latest AB Disruptor Series episode, we take a closer look at the implications of a polarized US electorate on the macro and market landscape.

Today’s U.S. markets are highly concentrated, with nearly 70% of the economic profit in the S&P 500 Index generated by the top 10 companies.

The regulatory outlook is a question of direction more than extent.

The U.S. election outcome is anyone’s guess, so let’s try to game out the winners and losers from the candidates’ major policy proposals.

The robotics space has underperformed broader tech recently, leading to investment opportunities as the market underappreciates major tailwinds.

Fixed income experts at Natixis Investment Managers recently weighed in with outlooks on rate cuts and how to approach bonds.

Vanguard Group Inc. sees more opportunities in the lowest rung of investment-grade bonds, even as spreads for triple-B notes reached their tightest since 1998 last week.

Determining your client’s risk tolerance is a critical first step in constructing a tailored investment portfolio.

Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.

Senior Investment Strategist Tracey Manzi notes that while the predictive power of the inverted yield curve has waned this cycle, investors shouldn't dismiss the warning signs entirely.

Recent events, particularly the devastation caused by Hurricanes Helene and Milton in 2024, provide a clear example of why destruction does not create long-term economic prosperity. Despite the short-term boost in economic activity from rebuilding efforts, the broader economic implications are far more detrimental.

The FOMC lowered the Fed Funds rate by 50 basis points at their September meeting. This was the first cut in over four years and the start of what is expected to be a multi-year easing cycle.

Explore how AI fuels nuclear investments, drives energy demand, and attracts tech giants to nuclear power.

Advisors recommend having a clear understanding of how giving will align your values – and also be the most tax efficient.

With polls showing Kamala Harris and Donald Trump in a close race, how do the key economic metrics favor each candidate?

The cautiously optimistic American consumer braces for financial strain as inflation and debt delinquencies are expected to rise.

I have developed a seven-step framework that has been used countless times to assist advisors looking to build a $1 million, 100-days-off practice, as well as help leaders of seven-figure firms scale their success to new heights.

Markets fluctuate for numerous reasons, but investors often focus on just a few, like how a presidential election will impact the markets.