Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.
Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?
Rising inflation, the potential added pressure from tariffs, and ongoing volatility create a strong backdrop for gold appreciation this year.
VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange.
“Know what you own” is one of the many phrases we use to help describe and define fixed income, the components of bonds, and the characteristics that affect an investor.
The second Trump presidency marks a new regime for government policy, with a range of potential macroeconomic and market implications.
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes.
GMO has posted a new 7-Year asset class forecast as of January 31, 2025.
It has been some time since the financial markets were in a position similar to where they are today.
We believe that we must build a common stock portfolio which will float when the multiyear bear market creates a waterfall of selling among magnificent growth stocks and passive S&P 500 Index owners.
Recent data, early results, and a relatively firm economy point toward possible improvement in Q4 retail earnings as Walmart, Target, and other big-box stores prepare to report.
Private credit has been one of the most talked-about segments in fixed income markets over the last few years.
U.S. dependence on metal imports could prove costly.
Evan Harp sat down with Core Planning's Suzanne Highet to discuss how investors can end up with exposures that don't make sense for them.
There's plenty of uncertainty due to the threat of tariffs, but to counter volatility, market experts are recommending bonds.
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
The latest reports on consumer & wholesale prices indicated persistent inflation pressures. Retail sales posted a large drop.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
The Framers of the Constitution designed our government to be small. Not so small and weak as the one under the Articles of Confederation, which the Constitution replaced, but small nonetheless.
This week brought a mixed bag of economic data, yet markets continue to demonstrate impressive resilience.
financial markets are becoming uneasy as President Trump follows through on his campaign promises to impose or threaten new tariffs to improve trade imbalances or achieve some of his policy priorities
An escalation seems more likely than diffusion in the U.S.-China trade battle.
On the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, discussed what investors should consider in light of recent equity-market strength.
The healthcare industry's bellwether event, the JP Morgan Healthcare Conference (JPM25), kicked off the year as it traditionally does,
Stocks bounced back after tariffs on imports from Mexico and Canada were delayed, but tariff issues are not yet solved and still hold the potential to drive market volatility.
Tariff concerns are not only affecting inflation expectations but also Americans’ consumption patterns.
Our research shows how artificial intelligence can potentially enhance performance of equity investing.
The market defies more negative news because retail investors continue to step in and “buy the dip.” In our recent Bull Bear reports, we discussed the push by retail investors, but looking at retail sentiment is quite remarkable.
Trump Confusion Syndrome, or TCS, is distinct from Trump Derangement Syndrome in which afflicted people feel outrage about everything the president says or does. TCS isn’t about agreeing or disagreeing. It’s mostly about understanding. And then when something still seems wrong, feeling free to say it out loud.
For a few months now, I’ve been referring to today’s heightened geopolitical climate as the “new red Cold War,” where artificial intelligence (AI)—not necessarily fighter jets and nuclear weapons—serves as the primary battleground between the U.S. and its adversaries, most notably Russia and China.
In today’s video, The Ultimate Guide to Stock Investing Success, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, is going to talk about how you can really identify stocks that you can add to your portfolio that will be winners in the long run.
If the current slate of proposed U.S. tariffs is implemented, our model estimates a 60-to-80 bps increase in cost structures across most sectors of the global economy.
How will potential trends in inflation, the US dollar and supply deficits across many raw material markets affect the environment for investing in commodities?
At the start of each new year, there are regular predictions that international equity markets will outperform U.S. large-cap ones.
It is not just tariffs that might affect inflation and growth but also trade uncertainty and the effects of the ambitious Trump policy agenda.
It’s mid-February and earnings season is in full swing. All I really want to know is if Mr. Market is going to be my Valentine… or not. Earnings data hits, political comments are made, and investors react. The CNN Fear & Greed Index is at dead neutral.
The January Employment Situation Report reaffirmed the resilience of the U.S. labor market, with nonfarm payrolls rising by 143,000 and the unemployment rate ticking down to 4.0%.
Building a bond portfolio these days isn’t easy. Interest rates have been volatile. Credit spreads are tight. And sweeping change in US fiscal, trade, and regulatory policy is underway. We think securitized assets deserve a closer look.
At the same time, the Fed has mostly ignored the impact of easy financial conditions—the combination of stock, bond, and credit conditions—offsetting increases in interest rates by bolstering wealth and confidence.
2025 is beginning in much the same manner as 2024, with investors focused on whether the Chinese government is going to implement new stimulus measures.
Cash flow and income sometimes get commingled, potentially creating confusion. Cash flow and yield typically represent two different components that can be used to accomplish different objectives.
We are observing a significant shift in global supply chains away from China, presenting a substantial investment opportunity. What are the reasons behind this shift?
Recent developments may just offer advisors and investors fresh pathways with which to attain higher yield in 2025.
A closer look at the broader landscape reveals why the United States remains positioned to pursue a strategy of tariffs.
The article introduces CC CAPE, a modified version of Shiller CAPE, which corrects index biases for improved forecasting. While both measure market valuations for long-term return forecasting, the CAPE Spread helps gauge sentiment for medium-term predictions.
Perhaps US efforts to cut off China’s access to advanced semiconductors will be more successful than analogous restrictions on tech exports to France in the 1960s. But we now have at least one data point – DeepSeek – that suggests otherwise.
Michael Contopoulos breaks down why CLOs offer attractive relative value, why short-duration positioning may help manage interest rate uncertainty, and the importance of an active approach for this year in particular.
The Federal Reserve’s record of forecasting has frequently led it to respond too late to changes in economic and financial conditions. In the most recent FOMC meeting, the Federal Reserve changed its statement to support a pause in the current interest rate-cutting cycle.
For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.
