The most fun anyone has had at a Jerome Powell presser was when a reporter asked about President Trump removing Powell from his job.
Morningstar’s Ben Johnson reflects on a record-breaking year for ETFs and highlights key stories to watch in 2025. VettaFi’s Todd Rosenbluth discusses new polling data on how advisors are viewing financial markets heading into the new year.
GMO has posted a new 7-Year Asset Class Forecast.
New exchange-traded funds riding buzzy investment themes are helping fuel record industry growth this year. Yet, it’s also shaping up to be a banner era for money managers revamping their tried-and-tested mutual funds into the tax-efficient product.
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023.
MicroStrategy Inc.’s entry into the Nasdaq 100 opens up the largest corporate holder of Bitcoin to a new — and untapped – investor: the index-tracking juggernauts.
Xi Jinping and Donald Trump's bromance could be rekindled in 2025, if both sides play their cards right.
Investors see recent inflation data as a green light for the Federal Reserve to trim another quarter point from the short-term interest rate.
The truth is, if you’re investing your time and energy with multiple conversations, you’re only lowering the number of new paying clients you’ll be acquiring. Why is that?
If you find holiday spending overwhelming, it might be time to ask yourself a question: Who is doing your shopping? It may be an inner four-year-old.
We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.
As we approach next week’s Federal Reserve FOMC meeting ... it would be interesting to ask ourselves what we would do if we were members of the committee.
Every year, most investors face a near-certain reality: taxes on their investment portfolio.
Last week’s market narrative was defined by yet another extraordinary surge in tech stocks, inflation developments generally aligning with expectations, and anticipation of the upcoming Federal Reserve meeting.
Today’s video on Information Technology companies is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Technology Sector.
International commerce often follows the simple rule: one nation’s loss can result in another’s gain. China’s loss from escalating trade tensions with the U.S. is generating gains for several Asian economies, but India is not one of them.
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.
Short-term bond exchange-traded funds (ETFs) can provide yield seekers with a viable alternative to money market funds.
Here are three ways to help you find balance in your business – and perhaps find opportunities for growth along the way.
We all know someone who has passed away without their affairs in order. As financial advisors, we have a responsibility to ensure that this doesn’t happen to our clients.
Join us for this special feature webcast where we’ll hear from Professor Robert Novy-Marx and Lukas Smart, Dimensional Senior Investment Director and Vice President, as they discuss the research behind the profitability premium and practical considerations for investors seeking to incorporate it into their portfolios.
While bitcoin may continue higher, proving MicroStrategy's CEO Michael Saylor a genius, investors should at least appreciate what may happen if things do not go according to plan. We now present the other side of the story.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the VictoryShares Free Cash Flow ETF (VFLO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Double-digit increases in rates are common. I’m definitely feeling the pain, as I suspect you are. So here are a few things I do to help my clients save some money.
This has been a year of market highs, puzzling signals, and a few head-scratching moments.
How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
Bitcoin rose to a record high on President-elect Donald Trump’s support for digital assets and optimism about the upcoming inclusion of MicroStrategy Inc., an accumulator of the token, in a key US stock gauge.
Investors anticipating another calm year in 2025 should be on guard for more shocks like the one seen in August as uncertainty around Donald Trump’s tax and tariff policies threaten to roil markets.
Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year.
There is widespread agreement in markets and among economists that the Federal Reserve will cut interest rates at its policy meeting on Wednesday.
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.
Energy is everything. Or, if Einstein was right, you and I are just energy in material form. Accelerate us to lightspeed squared and we might become something else.
The clouds hanging over Boeing’s operations finally appear to be clearing.
Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
The blog touches on how the "Magnificent Seven" tech giants—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—achieved a remarkable 21% earnings growth in Q3 2024, propelling the S&P 500 to a 5.9% overall increase.
In his 2025 investment outlook, Portfolio Manager John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing.
"Trump Trade 2.0" fueled U.S. equity and digital asset rallies, while real assets faltered under a strong dollar.
Time to refresh before 2025? The 2025 global market outlook offers compelling opportunities abroad, with the active ETF TOUS a route therein.
Rice paddies that lay fallow for decades in some of Japan’s most far-flung regions are now its hottest properties.
At some, point a steepening yield curve will result, leading to yield opportunities for long-term bond exchange-traded funds.
Joel Liu, J.D. Head of Advanced Sales MassMutual Strategic Distributors, discusses the impending wealth transfer.
In the latest episode of ETF 360, Kirsten Chang was joined by Rockefeller Asset Management’s Director of Fixed Income Alex Petrone.
The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
When US Federal Reserve Chair Jerome Powell faces the media after the central bank’s policy-making meeting next week, he’ll probably get a politically fraught question: How will the Fed incorporate president-elect Donald Trump’s stated plans — including tax cuts, tariffs and deportations — into its economic outlook and monetary policy?
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, rallied in premarket trading after predicting a boom in demand for its artificial intelligence chips.
Federal Reserve officials will lower interest rates this month for a third straight time and pare back the number of rate cuts they anticipate next year, according to economists surveyed by Bloomberg News.
Emerging-market currencies in Asia and the South African rand retreated as China’s policy makers appeared to disappoint investors expecting fiscal measures to boost the economic outlook.
