VettaFi discusses crypto ETF launches.

One of the most often asked questions Professor Nathan Mauck and myself, Chuck Carnevale, are getting from investors is what is going to happen after the election? Elections are big deals and they bring a lot of investor anxiety – election effect!

With Direct Indexing, you can help your clients prepare for life-changing transactions and minimize capital gains taxes by selectively harvesting losses to offset those gains, and implementing tax-efficient trading strategies.

Drugmakers don’t have to dominate a healthcare portfolio. Equity investors should cast a wide net across the sector to find innovation and growth.

Our analysis explores how potential post-election tax policy changes might impact dividends, capital gains, and municipal bonds and how investors might prepare for different election outcomes.

Year-end can be an opportune time to review finances, rebalance portfolios, and possibly reduce taxes. Our Bill Cass shares some highlights from a year-end planning checklist.

In this article, Russ Koesterich discusses why he believes U.S. exceptionalism is a trend that is likely to continue.

The high cost of housing is prompting many individuals to consider downsizing, but advisors recommend gradually reining in spending habits.

Data centers represent 1-2% of global power consumption. Goldman expects that range to grow to 3-4%, requiring record levels of energy production.

The most common questions we’ve been asked as the election approaches are generally about the Federal debt and deficits. Many investors worry about a looming “day of reckoning” for US debt. They fear the US’s fiscal imprudence will eventually force a sudden and dramatic repricing of US debt. In this insight, we explore the modern history of US debt to GDP across several Presidential administrations and outline why investors should not be worried about a financial apocalyptic abyss.

I was emailed several times about a recent Morningstar article about J.P. Morgan’s warning of lower forward returns over the next decade. That was followed up by numerous emails about Goldman Sachs’ recent warnings of 3% annualized returns over the next decade.

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.

Equities continued to climb in Q3, with fixed income remaining steady despite international conflicts, inflationary pressure, and election-related uncertainty in the United States.

Derivatives are complex financial instruments with associated risks, costs, and potential payoffs.

Integrating the physical toll of climate change helps investors spot key risks—and opportunities.

Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes have cranked up the hazard level a notch.

Deep value stocks are GMO Asset Allocation’s highest conviction investment idea. In a world where many stocks are being driven ever higher by positive sentiment and investor optimism, some fundamentally sound but unloved companies are being left behind, consequently trading at extraordinary discounts.

Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.

State and municipal budgets are adjusting to life after pandemic interventions.

Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting.

To paraphrase Milton Friedman: There are four ways in which you can spend money. You can spend your own money on yourself. You can spend your own money on somebody else. You can spend somebody else’s money on yourself. Finally, you can spend somebody else’s money on somebody else.

The latest AI-driven euphoria, led by big tech names that include NVIDIA, has dominated investment sentiment in the post-COVID era. Of course, many investors know that this has driven the U.S. equity market to an all-time high, stretching valuations to an extreme level (U.S. CAPE is at the 98th percentile of historical observations!).

Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we believe a flexible strategy also belongs in most bond portfolios, as managers can adjust their exposure based on market conditions.

Throughout history one of the most significant features of the global business cycle is the synchronization of individual country economies.

Crossing a new ETF AUM threshold, Amplify ETFs has also launched new funds this year and may be set to intrigue entering 2025.

Despite recent headwinds from a strong U.S. dollar, EM local currency bonds present a compelling investment opportunity.

This week’s economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market. Durable goods orders came in strong, aligning with estimates, and GDP growth for Q3 is expected to come in between 3% and 3.25%, a robust figure by most standards.

The long and winding road to one of the most unusual presidential elections in history is coming to an end – with Election Day now just 11 days away.

Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.

An independent central bank supports better economic and market outcomes.

For nearly 2 years I have been recommending MLP pipelines (Master Limited Partnership) as an attractive energy play with high yields and upside price potential.

Annuity owners value the financial security that guaranteed lifetime income provides.

Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.

The third quarter of 2024 saw a clear reversal in market leadership, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.

With the election looming, investors should prepare for potential changes in tax policies, particularly given the impending sunset of the 2017 Tax Cuts and Jobs Act.

Talking and exchanging communication with advisors and clients over the last several years has shown that many of them are concerned about the fiscal path of this country and the consequences it is having on our debt.

People who are affiliated with the party that is represented in the White House always think the economy is better than those in the party not represented. Somehow, those opinions tend to change around elections. People’s views of the economy change very quickly if there is a change in control of the White House.

Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. Yale Hirsch, the creator of the Stock Trader’s Almanac, is one of the most well-known contributors to studying these patterns.

A call for taking a closer look at hard assets given the macro backdrop has been a recurring theme this fall.

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

Real estate stocks and related ETFs recently got a much needed positive jolt when the Federal Reserve lowered interest rates in September.

As advisors wrestle with the impacts of interest rates, inflation, and the election, it is more important than ever to hear from the experts.

We don’t talk about China enough. I suspect this is for several reasons. First, because the country is so incomprehensibly big and populous. Second, it has been an economic miracle. Many Chinese enthusiasts just see a straight line projection of their growth. To the moon, Alice!

With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.

Some of the latest reads show growing momentum in the housing and homebuilding sectors. Investors can capitalize on this with targeted ETFs.

The Internal Revenue Service has announced new tax brackets for 2025, making now an ideal time to revisit the benefits of muni bond ETFs.

The Federal Reserve's dual mandate is to maintain stable inflation and maximize employment. The Fed manages liquidity through its policy tools, but it's crucial to remember that the Fed is just one source of liquidity among several. In this quick insight, Dan Suzuki examines why tight Fed policy doesn't always equate to tight liquidity and looks into the historical data on Fed cuts.

Very recently there have been several earnings reports coming out. Earnings reports can often have a short-term impact on the price of the stock, especially in the short run. One of the sectors that has really been hit hard recently has been the health care sector, specifically Elevance and United Health Care had earnings announcements and they were somewhat negative.

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Many investors today use EM debt for the wrong reasons, manage it imprudently, or overlook the best parts.