The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
Join Nate Conrad, Head of LifeX at Stone Ridge Asset Management for an educational webcast unpacking how to deploy a bond ladder strategy effectively.
Today, one in three of the 65-69 cohort, one in five of the 70-74 cohort, and one in ten of the 75+ cohort are in the labor force.
Join the experts at SS&C ALPS Advisors for a product spotlight on their dynamic commodities strategy that could help your portfolio better navigate inflation and uncertainty.
This article provides information on the history and more recent developments of trust law and the corporate trustee industry. This information will help advisors to make informed decisions on clients’ generational planning choices, and to attract and retain assets.
When you define your “who” and “how,” marketing stops feeling random and starts feeling strategic. Instead of trying to be everywhere, you’ll focus on what actually works — showing up in the right places with the right message for the right people.
Many people who are not interested in seeing anything about their own behavior that is causing a problem. They either have over-developed egos, or a lack of confidence so deep it is threatening to find an area of opportunity for change.
The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of March, the labor force participation rate is at 62.5%, up from 62.4% the previous month.
DoubleLine Global Bond Portfolio Manager Bill Campbell shares DoubleLine’s outlook for risk markets, the U.S. Treasury curve, inflation, growth and Federal Reserve policy in light of Washington’s reciprocal tariffs and reactions of U.S. trade partners.
Treasury Secretary Scott Bessent played down a selloff in US Treasuries, saying that there was nothing systemic at play, and also served warning against China not to attempt to devalue its exchange rate in retaliation for American tariff hikes.
Citadel Securities’ proposal to process trades for a swath of banks is taking shape behind the scenes, focusing on products across fixed-income markets.
Private equity firms are increasingly employing a fundraising tactic that makes it harder for major investors like pensions to exit their funds early, irritating clients who want cash on short notice.
Last week’s employment report offered what may be the last clear picture of the US job market before President Donald Trump’s tariff shock. Overall, it looked pretty healthy, with a 4.2% unemployment rate, 80.4% of the prime-age population employed and 1.9 million nonfarm payroll jobs added over the past 12 months.
When it’s finally completed seven years from now, Citadel LLC’s New York tower will be the second tallest building in the city, after the World Trade Center. It will also loom over the headquarters of JPMorgan Chase & Co. just a few hundred yards south along Park Avenue.
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth.
While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.
Lost in the focus on the bludgeoning that tariff policy has had on equity markets, is the impact on global currencies. From the end of February through April 3rd, the U.S. Dollar is down 5.1% relative to other developed market currencies (DXY). In addition, we’ve also seen a violent unwinding of the popular currency carry trade.
At the start of last week, the S&P 500 rallied three days in a row, with investors believing that the tariffs announced on Wednesday would be targeted.
Tariff Turbulence. The President’s long-anticipated tariff announcement on April 2 has come and gone. Our hopes for some clarity, so the uncertainty weighing on confidence and the equity market could subside, were dashed after we heard the breadth and magnitude of the administration’s tariff plan.
We’re adjusting our stance in response to rising risk while maintaining a disciplined view on long-term strategy.
While the path may have twists and turns, the destination seems clear; higher U.S. tariffs.
The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now.
Many of us came into the year with highly concentrated portfolios, which now were faced with changing market conditions.
The book’s title derives from the author’s criticism of young, self-absorbed Silicon Valley types unconcerned by the public good — the “hollow republic” — as opposed to those focused on the commonwealth, the “technological republic.”
Our monthly workforce recovery analysis has been updated to include the latest employment report for March. The unemployment rate inched up to 4.2%. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 228,000.
Let’s get straight to the heart of the matter: if you’re relying on a multi-step sales process to win clients, you’re unknowingly eroding your authority.
Even the best financial plans sometimes hit an unexpected sour note: an investment seemingly doesn’t work out, an emergency expense appears to throw off a budget, or an impulsive splurge leaves us with a case of buyer’s remorse. When this happens, we need to improvise as we respond to the financial twists and turns.
A sharp selloff in shares of Apple Inc. illustrates investor skepticism about its ability to navigate President Donald Trump’s tariffs on China, Vietnam and India — countries all critical to the iPhone maker’s supply chain.
That would be my advice for the Brazilian government on how to approach US President Donald Trump’s tariff-palooza.
MFS, which pioneered the first mutual fund in 1924, recently entered the ETF arena with the launch of five actively managed products. MFS’s Emily Dupre discusses the firm’s decision-making process around launching ETFs, their investment capabilities, and the role active management plays in a portfolio. Plus, VettaFi’s Roxanna Islam assesses the ETF impact of the recent tariffs announcement.
US Treasuries tentatively resumed their gains on Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020.
President Donald Trump’s bombshell Liberation Day tariff announcement was greeted with one of the worst two-day US stock market routs on record. Whatever you think of Trump’s tariff policies, they are a huge gamble, and no one knows how things will play out.
BlackRock Inc. Chief Executive Officer Larry Fink said New York is plagued by crime and filth and lacks enough good schools, and he called on politicians to make it easier for financial firms to do business in the city.
The NFIB Small Business Optimism Index dropped for a third straight month, falling to 97.4 in March. Notably, the net percent of small business owners expecting higher sales volume fell for a third consecutive month after surging from recession levels after the election.
Markets faced more volatility as Trump’s aggressive tariff measures injected both economic and political uncertainty into the system.
We reexamine our macroeconomic outlook in light of newly announced tariffs, which have exceeded market expectations and prompted us to update our assumptions and analysis.
The markets face a challenging path as tariff policies intensify economic uncertainty, yet opportunities persist for discerning investors.
The Federal Reserve started raising short-term interest rates three years ago and the M2 measure of the money supply – what Milton Friedman said to focus on – soon started declining, hitting bottom in late 2023.
The announcement of global tariffs by President Trump has rocked markets and much is uncertain, but there are key facts for investors to keep in mind.
As investors are uncomfortably aware of, global equity markets have been in freefall since U.S. President Donald Trump’s announcement of “reciprocal tariffs” on April 2.
Last week, we noted that “nothing good happens below the 200-DMA,” and the tariff-induced market crash this past week confirmed that statement. However, we also noted that over the last 30 years, previous failures at the 200-DMA have also often been buying opportunities.
The international trading system is not perfect, but as we have said so many times, freer trade is better than no trade and tariffs are, typically, the worst solution to trade issues between countries.
VettaFi head of sector and industry research Roxana Islam talked to T. Rowe Price PM Dom Rizzo on active tech ETF investing.
Moving forward, investors may want to keep investment-grade options close with a few from Vanguard to consider.
VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price International Equity ETF (TOUS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
March's employment report showed that 82.6% of total employed workers were full-time (35+ hours) and 17.4% of total employed workers were part-time (<35 hours).
Multiple jobholders account for 5.6% of civilian employment, the highest level in over 20 years.
What does the ratio of unemployment claims to the civilian labor force tell us about where we are in the business cycle and recession risk?
As market prices change over time, so will the fraction of your portfolio which is in stocks or bonds. How often should you rebalance your portfolio back to your desired asset allocation? And how much is that rebalancing worth?
Like a crossword puzzle, President Trump has been bombarding the media with clues about his economic policy. Given the importance of inflation and interest rates to the economy and the financial markets, it's worth assessing his clues and formulating some answers about what Trump may be up to.
