Income

Meme stocks, cryptocurrencies, the broader stock market: All have tumbled with astonishing speed this year, and few strategists think the pain will end here.

Investors have been taking refuge from the Chinese real estate debt crisis in pockets of the broader Asian credit market, and cite India among opportunities that are relatively insulated from the historic turmoil.

Large asset managers provide model portfolios for many purposes — as options in 401(k) plans, as blueprints for institutional clients and affiliated financial advisors, and as suggestions for unaffiliated investment advisors. These have the “lather, rinse, repeat” conflict of interest.

I offer my top 10 roster of realizable and important financial resolutions to start your year off on the right foot!

“I’m opposed to financial planning,” said no one ever. Yet most of us avoid financial planning, despite the best efforts of the financial media to extol its virtues.

In today's digital-first world, a marketing funnel is how financial advisors attract ideal prospects, engage clients and COIs, and stimulate referrals.

Surging markets spurred a buying frenzy for everything from stocks and cryptocurrencies to new homes over the last two years. Now, with inflation at a nearly 40-year high and at least three priced-in rate hikes, the hunt for investing safe havens is on.

U.S. wages are rising after decades of stagnation. And yet, by all indications, income inequality in the U.S. is the highest ever and growing, and tens of millions of full-time workers still fail to earn a living wage.

U.S. bank stocks are headed for their worst losing streak in a year, burning investors who bought shares on expectations that the Federal Reserve raising rates for the first time since 2018 would boost the sector.

The Fed is walking a tightrope between instability and inflation. Can it successfully tame inflation without causing severe market dislocations?

To reap the potential tax benefits of MLP investing and to make sure the allocation is meeting an investor’s needs, it’s important to understand the nuances of MLP investing.

Laurence Kotlikoff is a world-class economist who can convince you to pay off your mortgage and make you snort out your nose laughing at the same time; Money Magic is his compendium of life hacks aimed at leaving the reader wealthier and happier.

A rapid one-two punch of interest-rate hikes and balance-sheet reduction from the Federal Reserve risks unsettling bond and stock markets that have already taken a beating.

The head of the Bank for International Settlements, Agustin Carstens, recently set out a dark vision for our financial future, quoting Goethe’s “Faust” and claiming that the “soul” of money was at stake.

If a recently widowed client hasn’t fired you, then you are among a lucky few. Here’s a thought experiment that illustrates the vulnerability advisors face when they don’t engage the female half of a couple.

Exiting bankruptcy alone won’t bring Puerto Rico prosperity and vitality. But it’s a crucial first step.

A booming $4.9 trillion branch of the U.S. asset management industry is funneling investor cash into funds that are pricier and worse-performing than alternatives, new research claims.

Treasuries slid and yield-curve premiums shrank to the lowest in almost two years amid increased speculation the Federal Reserve will deliver more than a quarter-percentage point rate hike in March.

When people debate whether to forgive some or all of the $1.75 trillion in student debt weighing on millions of American families, opponents often argue that it would be wasteful and unfair: Too many relatively well-off, well-educated people would benefit at the expense of all taxpayers, many of whom never had the desire or opportunity to attend college.

Many of us fantasize about quitting our jobs. In 2021, more people than ever turned that dream into reality. The latest U.S. Bureau of Labor Statistics data show that 4.53 million Americans voluntarily left their jobs last November. This was both a new monthly record and the eighth successive reading above the pre-pandemic high.

Markets are weird right now. The value of risk-free assets has gone all out of whack, and if that doesn't seem scary, keep reading.

Investors and creators of nonfungible tokens -- a market that has ballooned to $44 billion, Chainalysis data show, and attracted fans from Justin Bieber to Melania Trump -- face billions of dollars in taxes and rates as high as 37%, according to tax experts.

What insights can we glean beyond last year’s impressive 28% return? How did it compare it to global equities? I will show you some of the winners and losers, and finish with a few observations on the VIX.

Last year was a good year for stocks, but not bonds. The post-2008 recovery has been spectacular, one of the best 13-year U.S. stock markets. I provide details for the entire 96 years as well as five-year and 10-year sub-periods

Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong?

If we will experience a lower equity risk premium, how much lower of a premium will make stock investing unattractive relative to bonds?

In 1837, as in 2022, there was general certainty that prices were determined by the money supply – the quantity of legal tender circulating in the economy.