We need to do year-end planning but in past years it hasn’t gone well.
Capitalism’s death warrant was signed on March 19, 1968. That is when President Lyndon Johnson eliminated the requirement that the Federal Reserve back the U.S. dollar with gold reserves.
Investors in the booming ethical bond market are having to swallow short term losses on the road to improving their green credentials.
The U.S. investment-grade loan market is set to return to normality in 2022 after loans delayed early in the pandemic were shifted into this year, making it among the busiest on record, according to some of the market’s lead deal arrangers.
An exceptional year for wealthy Americans, at least in terms of their financial health, just got better.
Bond traders suspect the Federal Reserve will quickly discover it’s being too ambitious with its newly hawkish stance.
Of the many economic reports that the U.S. government puts out each month, the one looking at the number of homes on which builders have started construction doesn’t come close to matching the interest of investors, economists and politicians...
To envision the future of crypto, I keep trying different analytical tools. This time around the concept of relevance is focality, by which I mean the part of the system at which consumers direct their attention.
Media attention has focused on the long-standing “4% rule” and how economic and demographic realities have reduced that guideline. This article discusses related considerations and provides opportunities for retirees dealing with the new normal.
Successful investors must answer three questions: Will we have serious inflation? Will interest rates increase? Will stock prices fall?
To obtain the best long-term risk-adjusted performance, investors should combine multiple trend-following factor strategies into a single portfolio.
The value for clients is higher with larger portfolios than small ones. The fees should be higher too.
No example of transformation is more well-known this time of year than that of Ebenezer Scrooge in Charles Dickens's A Christmas Carol.
The best marketing doesn’t just attract people to your business. It also repels the people you don’t want to work with.
I haven’t written one of these rips in a while, so I thought as an end of the year celebration I’d bring the “six phrases” series back and the first roast will focus on my personal favorite: brokers.
The best tribute to Vanguard founder John C. Bogle near the end of his long life cannot be repeated without heavy censorship.
New research shows that companies that engender high employee satisfaction are rewarded with higher stock prices and investor returns.
In this interview, Spencer Logan discusses Harbor Capital’s recent launch of an active transparent ETF that uses a scientific approach to fixed income investing.
It has been my tradition to informally rate the investment-related books I read in the past year. I have also included some novels and books of general interest. Here is my list of winners and losers.
The dollar is on the rise, and with it comes underappreciated consequences.
Investors should hold off from ditching all their high-priced growth stocks for cheaper value shares as bond yields rise, at least until benchmark Treasuries yield 3%.
Lofty prices for parody coins. Celebrity-driven commercials for trading platforms. A frenzy over non-fungible tokens has enticed famous names including former first lady Melania Trump. Even after a pullback in the past month, the cryptocurrency market remains full of frothy behavior.
At the end of every year, I like to look back on my work and see which themes and findings are as striking now as they were months ago. I’ve chosen ten ideas – and the ten charts to go with them...
The extreme volatility from November 26 to December 3 caused many clients to panic. By using deep analytics, advisors can illustrate that this episode – and others like it – were not that unusual.
The biggest owner of stocks in the world tends not to look at the headline numbers provided by ESG ratings firms, and says only by digging into the underlying data does it find the information needed to guide portfolio decisions.
Betting on flashy names like Shawn “Jay-Z” Carter, Shaquille O’Neal and Martha Stewart to boost blank-check companies this year left investors mostly in the red.
The head of President Joe Biden’s Council of Economic Advisers expressed confidence that high inflation will fade in 2022 as supply bottlenecks ease and more Americans return to work, even as the price spike has proved more persistent than many economists had been expecting.
Surging gasoline demand may limit the success of the Biden Administration’s efforts to nudge pump prices much lower.
A food price surge propelled by supply chain snags, weather woes and pent-up demand is coming to an end, said the top executive of one of the world’s largest agricultural companies.
The finger-pointing has already started after data glitches resulted in the brief display of astronomical gains for many cryptocurrencies late Tuesday.
Federal Reserve officials intensified their battle against the hottest inflation in a generation by shifting to end their asset-buying program earlier and signaling they favor raising interest rates in 2022 at a faster pace than expected.
The Federal Reserve, caught embarrassingly offside in its view of U.S. inflation, had to do something to wrest back the narrative with its final policy decision of 2021.
Federal Reserve Chair Jerome Powell said officials have begun to debate when to start shrinking the central bank’s massive balance sheet, but their approach the last time they did this may not be the best way this time around.
As advisors, it is up to us to help prospects and clients appreciate our full value.
From the first time prospects and clients hear your name, these ideas will create an “ideal client experience” framework.
One of the interesting aspects of the brief selloff in stocks in late November was that breadth deteriorated markedly. The broad indexes were only down a few percentage points, but there were more than a thousand stocks making 52-week lows on a daily basis.
A hasty policy shift by central banks anxious to tame surging inflation is the biggest downside risk for global stocks next year, according to an informal Bloomberg News survey of fund managers.
Oil fell as the International Energy Agency said the global oil market has returned to surplus, while some countries tightened restrictions in an effort to tame the omicron variant’s spread.
The U.S. Treasury is launching an effort to examine the distribution of federal benefits and taxation by race, starting with a look at the pandemic relief payments that were due to most American households.
Former U.S. Treasury Secretary Lawrence Summers warned of the risk of a “spontaneous deflating of financial markets” that have been pumped up by retail buying and exuberant investors.
Get ready to hear about Americans’ $1.58 trillion of student loans again.
A large portion of the advisor community would be far better off under the RIA model, yet many of those advisors will never take advantage of it.
Why doesn’t my staff see my appreciation in action and how could they be upset about donations to organizations they care about?
Given your background and training, you may believe data is superior to instinct when you’re confronted with challenging decisions.Recent studies question this assumption.
I’ve seen a lot of celebrity and CEO couples who have been married for a long time go through a divorce. The usual norm is that marital assets are subject to division. But where do financial investments fit into this equation?
What’s up with crypto, and should it be in your portfolio?
The process of influencing people to do business with you – or to take a certain course of action – involves selling.
Advisors breach their fiduciary duty when they fail to recommend guaranteed income products.
Celebrated venture capitalist John Doerr’s new book, “Speed and Scale,” offers a solution to the threats posed by climate change. But it is so mired in the swamp of the terms of the discussion that its proposed solutions will go unnoticed and have little impact.
If 2020 was the year we all learned about epidemiology, 2021 has taught us more than we ever wanted to know about inflation. Price rises had remained calm and controlled for four decades, ever since the U.S. Federal Reserve under Paul Volcker hiked interest rates aggressively in the early 1980s.
