This video examines and compares the two main measures of inflation: the Personal Consumption Expenditures (PCE) Price Index and the Consumer Price Index, with data through May 2025.
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
Advisors who rely solely on instinct or inertia will get left behind, because having a real business plan is a powerful differentiator. But any plan is only as strong as its execution.
ClearBridge Investments believes positive forces from One Big Beautiful Bill Act passage and future interest rate cuts should soon outweigh negative forces of tariff actions.
If you're thinking about adding subscription services to your financial planning practice, you're not alone. More advisors are moving beyond the traditional AUM model to offer monthly subscription plans, and for good reason.
Most of us grew up in an era in which you simply had to figure things out on your own, but that’s no longer how it works in business today. The stakes are higher, the competition is fierce.
Reckoner Capital Management is testing investors’ hunger for a new category of risky bets with an exchange-traded fund that uses leverage to juice returns on collateralized loan obligations.
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives.
Futures traders have been unwinding some large bullish bets on Treasury bonds, adding to the recent upward pressure on US yields after a surprisingly strong jobs report last week.
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives. It’s engineered to turn a publicly traded fund into a tax-minimizing machine that hums quietly on autopilot.
Opinions of the One Big Beautiful Bill tend toward the extreme. One of its main authors calls it “the greatest piece of Republican legislation in a generation,” while one of its most authoritative critics says it makes him ashamed to be an American.
Nearly six months into Donald Trump’s presidency, a Trump Doctrine is coming into view.
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
Are interest rates too high? A lot of people think they are, and a growing chorus of voices is calling on Federal Reserve Chairman Jerome Powell to cut rates.
Elevated interest rates and market uncertainty make for an interesting tandem regarding getting core bond exposure. When considering yield, reinforcing a portfolio to absorb market shocks, or both, consider this active option from Vanguard: the Vanguard Core-Plus Bond ETF (VPLS).
Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.
How the Matthews Emerging Markets Equity Fund’s strategy helped it achieve outperformance during a historic period for global markets.
The headline employment figure came in stronger than expected and better than feared following the weak ADP report, but the details were far from a blockbuster.
In the latest Alternative Allocations, with guest Brian Ullsperger from Andersen, Tony Davidow examines the traditional 60/40 portfolio and how it can be expanded to include alternatives to meet clients’ needs.
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts.
Joel Schneider, Deputy Head of Portfolio Management at Dimensional, discusses the firm’s milestone as the first issuer to surpass $200 billion in actively managed ETF assets. He also delves into the hidden costs of traditional index funds and Dimensional’s pursuit of the multi-share class structure. VettaFi’s Cinthia Murphy breaks down the latest filings and launches in the buffer and synthetic income ETF space, spotlighting new offerings from ARK Invest, ProShares, Innovator, and others.
So many businesses are stuck in this endless cycle of chasing leads, hoping that persistence will eventually pay off. Here’s the truth: chasing leads is not only ineffective, it’s damaging your business.
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
They have been called “the four most costly words in the annals of investing,” and surely that’s true: This time is different. Still — hear me out! — there are reasons to entertain the possibility that, well, this time really is different.
Asian countries including Japan and South Korea said they’ll keep pushing for a better deal for their exports to the US after President Donald Trump shifted his tariff deadline to Aug. 1 and tweaked the rates he’s set for many economies.
HSBC is turning cautious on three of the biggest US bank stocks following a record rally that’s brought the group within shouting distance of an all-time high.
Robinhood Markets Inc. Chief Executive Officer Vlad Tenev said the firm is in talks with regulators over its offering of tokenized equities in Europe, after the launch drew rebuke from companies including OpenAI.
Cathie Wood, a longtime backer of Elon Musk, is standing by the Tesla Inc. chief executive after a turbulent start to the week that saw shares in the electric vehicle-maker plunge after the billionaire businessman announced he’s forming a new political party.
US equities were steady at the open on Tuesday as President Donald Trump’s latest tariff warnings left room for hope that he was still open to negotiations.
For those breaking into the financial industry, it’s an exciting time. The opportunity to achieve success and make an impact on an industry that could help people for years to come .
Private equity has officially conquered the registered investment advisor (RIA) landscape. It is now responsible for a significant portion of RIA-linked M&A activity.
It was a positive quarter for emerging markets equities.
The earnings bar is fairly low for the second quarter, setting companies up for a potential easy jump—but there will likely be more focus on forward guidance.
As the second half gets underway, we think a modest overweight to risk assets is called for.
This year, so far, the world has been riddled with geopolitical news, resonating in widespread unrest, yet seemingly yielding less impact on financial markets.
In the immediate aftermath of Friday’s much anticipated Employment Report it seemed like the judgement from analysts, talking heads, and even markets was unanimous (or nearly so) that there was good news to celebrate.
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
Semiconductor equities and related ETFs notched impressive performances in the first half of the year. They were buoyed by ongoing enthusiasm for the AI trade and post-Liberation Day resurgence by the Magnificent Seven.
In this video, Chuck Carnevale, co-founder of FAST Graphs, reviews 13 stocks investors asked to see.
U.S. stocks are no longer the best-performing asset class this year. Gold and foreign stocks are the best performers.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the ALPS Sector Dividend Dogs ETF (SDOG) 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.
In part 2 of this series, this article looks past the data center operators and focuses on the natural gas pipelines and the manufacturers of natural gas power plant equipment.
As leaders of the China-led group of emerging-market economies known as the BRICS descend on Rio de Janeiro for their summit starting Sunday, expect the usual coterie of talking heads offering prepared remarks to the media with the city’s iconic Sugarloaf mountain serving as a picturesque backdrop.
Last week, the U.S. labor market took center stage, delivering conflicting signals. The S&P 500 reached many record highs during the shortened trading week.
In last week’s letter, I referenced Torsten Sløk’s excellent midyear outlook for Apollo Global Management. Today I’ll share some longer quotes which will, I hope, help you visualize where the economy is headed.
A pre-summer frenzy in junk loans is seeing the market start to overheat, prompting investors to get a bit more picky about deals after spreads reached the tightest levels in years.
Traders are swarming to equity-focused, exchange-traded funds listed in Taiwan, with demand from retail investors and a strong local currency driving up flows.
President Donald Trump plans to announce trade deals and deliver tariff warnings on Monday, as countries negotiated through the weekend to avoid the highest punitive measures on their exports to the US before a Wednesday deadline.
Goldman Sachs Group Inc. is leading a potential transaction for Gray Media Inc. to help the company refinance some of its existing debt, according to people with knowledge of the matter.
