For decades, betting that long-term bond rates would rise was known as the widow-maker trade: It was simultaneously the most sensible and the most consistently money-losing wager an investor could make.
In the post-pandemic era, one of the ABCs of investing has been “anywhere but China.”
The lifespan of Tesla Inc.’s “master plans,” strategic missives from Chief Executive Elon Musk, has declined dramatically. The first held for a decade. The third, just superseded by Master Plan Part IV, didn’t even make its third birthday.
Municipal bond exchange-traded funds drew more than double the amount of cash this year compared to traditional mutual funds focused on the asset class, highlighting the growing popularity of ETFs as an investment vehicle in the space.
Goldman Sachs Group Inc. is looking to capitalize on helping private equity clients saddled with bets they can’t exit.
Google avoided a breakup after a US judge ruled against the government’s most onerous proposals, including a forced sale of its Chrome browser, another court victory for Big Tech in the biggest antitrust case in three decades. The shares jumped.
With Labor Day and the last weekend of summer behind us and September just getting started, this transition article will focus on how to wrap up your year-end to position your team or firm for transition in 2026.
I encourage you not just to make your prospects feel understood, but to lean into what makes you unique. Ultimately, this blended approach will attract the clients who are right for you.
Kraft Heinz Co. said Tuesday it plans to split into two separate companies, undoing a mega-deal ushered in a decade ago that turned the maker of Kraft Mac & Cheese into one of the largest packaged food sellers in the world.
A truly AI-native management platform isn’t a tool with a few generative features layered on. It’s a system designed to use AI for its core functionality, decision making, and user support. That means machine learning isn’t a sideshow.
Credit cards versus stablecoins is one of the less-discussed competitive battles ahead, but it’s one where traditional finance faces the most coherent threat.
If there’s one thing the European Union’s leaders agree on, it’s that the bloc needs to regain competitiveness — a key prerequisite for meeting urgent challenges such as rebuilding defenses, combatting climate change and reviving economic growth.
Since opening its doors 40+ years ago, Axtella has focused on elevating experiences for both their clients and their financial professionals.
Gemini Space Station Inc., a cryptocurrency exchange led by the billionaire Winklevoss twins, seeks to raise as much as $316.7 million in its initial public offering as the latest crypto business in line for a US listing.
US stocks will continue rallying after four months of gains as Federal Reserve interest rate cuts coincide with robust corporate earnings, according to Morgan Stanley’s Michael Wilson.
US Treasuries were under pressure amid a rout in long-dated European bonds and a surging calendar of corporate debt sales as traders returned from the holiday long weekend.
The US has revoked Taiwan Semiconductor Manufacturing Co.’s authorization to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older-generation facility.
On paper, these are good times for the US economy. The latest GDP numbers show growth was at 3.3% in the second quarter. Business investment is up. The unemployment rate remains low, and the inflation rate is reasonable.
Our quality rating system becomes incredibly powerful once it’s married with valuation analysis. We spend hundreds of hours researching stocks to arrive at these two inputs (quality and fair value). Here’s how combining these ratings works in practice using a grossly simplified example.
The market’s attention usually seesaws between corporate fundamentals and monetary policy.
As an advisor, you’ve probably been told that overdelivering is the key to winning clients and keeping them loyal. It sounds logical, right? If you go above and beyond, they’ll see your value and stick with you. But overdelivering can backfire.
The U.S. has long criticized other countries for coerced state capitalism where firms stay in business only by giving up profits to political leaders. When Washington employs such revenue-skimming practices, it places the U.S. in uncomfortable company.
US consumer spending rose in July by the most in four months, indicating resilient demand in the face of stubborn inflation.
Wineries, booze distributors and distilleries are turning to private credit for financing, especially as tariffs and a decline in drinking habits bring more risk to the alcohol industry.
Consider coking coal. The high-quality solid fuel used in steelmaking was for many years seen as a jewel in BHP’s crown.
Bill Bengen is an MIT-educated rocket scientist, retired financial advisor, and somewhat unintentional founder of “the 4% rule.” The widely used rule of thumb resulted from a study he did more than 30 years ago. His new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More” is an update of this study.
There’s been renewed optimism about housing in the stock market recently. Mortgage rates have fallen and home improvement giants Home Depot Inc. and Lowe’s Cos Inc. reported an uptick in activity in July.
Recently, we have seen rapid shifts in and out of various sectors and stock factors that disrupt momentum strategies. Therefore, understanding how momentum strategies work can help you better identify when they might be effective and when it's time to switch to a different approach.
While I make no judgment about bitcoin’s intrinsic value, I do believe we’re witnessing the early stages of a structurally driven price expansion — powered not by sentiment, but by product development, market mechanics, and leverage.
Investors fretting over signs the bull market in stocks is pushing toward unsustainable levels will soon have another thing to worry about.
The World Bank sold $510 million of bonds backed by loans it gave companies across the developing world, part of its efforts to lure more institutional investors to regions where borrowers have a harder time raising cash.
President Donald Trump’s efforts to stack the Federal Reserve with economists willing to cut interest rates is providing all the drama this week.
The Russell 2000 Index last posted an all-time high on Nov. 8, 2021, and is still almost 3% from that level. Unless something drastic happens by Friday, it will mark the small-cap gauge’s longest streak without a record since the dot-com bubble.
The US economy expanded in the second quarter at a slightly faster pace than initially estimated on a pickup in business investment and an outsize boost from trade.
Nvidia Corp., the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.
Bond investors are accepting the smallest compensation in years in return for taking default risk, as a potent combination of economic optimism and too much cash chasing too few securities skews costs.
A new China-buys-China narrative is taking shape as Beijing steps up its tech rivalry with the US. The world’s second-largest economy not only wants to build generative AI models, but power them with its own hardware, redrawing a supply chain dominated by Nvidia Corp.
If there were any doubts about SpaceX’s dominance in space, they were swept away after the company pulled off a near-flawless test of its massive Starship rocket late Tuesday.
Money flowing to the U.S. Treasury from a source other than taxpayers may seem like a benefit. Yet any company required to give away 15% of its gross revenue, which could equal its entire profit, has to compensate in some way.
A federal appeals court ordered a review of US Securities and Exchange Commission rules that required investors to reveal far more about short selling and related stock lending.
he safety record of zeppelins was relatively unimpeachable prior to the Hindenburg, and that’s why the deadly disaster so shocked the public and devastated the rigid airship industry.
Fund managers say returns on emerging-market assets are set to power ahead of their developed peers, having moved in lockstep since US President Donald Trump unleashed his tariff blitz in April.
Boeing Co. resumed talks on Monday with union leaders to end a strike that most investors aren’t paying much attention to.
It's never a great sign when a central bank governor says his country's predicament is a “pretty sad story.” That's how Bank of England Governor Andrew Bailey described the UK at the Federal Reserve symposium in Jackson Hole, Wyoming, last week.
When you show someone the mirror, you’re not just helping them see their problem. You’re helping them see themselves. You’re also giving them the gift of clarity, without adding to their pain. That’s what builds trust.
Advisors can learn to grow organically, but not by just being told they need to do it and being given goals to get there. They need support and help, and once they get it, they often enjoy the process and are self-motivated to keep going.
Once a year, ideally in Q4, step back and look at the big picture of your marketing. Use this time to reflect on what worked over the past year, what didn’t, and what you want to start, stop, or continue.
The shift away from pure robo models does not reflect a rejection of digital tools. Instead, the industry is increasingly embracing hybrid frameworks — combining automated portfolio construction with human advisory support.
Most FAs I see work long hours but spend less than two hours a week attempting to grow their business. One of the first things I do when coaching them is to learn five things.
Today we look like geniuses, but there will be times when, by making rational and unpopular decisions, we’ll look like idiots. There are few guarantees I can give in this business, but this is one of them.
