America’s holiday from history is over: Debt matters again. It is not just that the national debt is so big it cannot be ignored.
US job openings unexpectedly rose in April in a fairly broad advance and hiring picked up, indicating demand for workers remains healthy despite heightened economic uncertainty.
Global equities hit a record high for the first time since February, as signs of a resilient US economy overshadowed uncertainty around trade negotiations.
Here are some important insights and good open-ended questions to ask your clients to make sure they are thinking through life decisions.
A U.S. trade court has blocked most of the Trump administration's "reciprocal" tariffs, but the legal battle will continue. Here's what investors should know.
As early signs emerge that tariffs will drive up prices, the Federal Reserve faces a crucial question: Will tariff-induced inflation be short-lived, as the level of prices adjusts to the higher tariffs, or will it persist, as a series of feedback loops lead to further price increases?
The U.S. Dollar Index is at a critical inflection point, and how it behaves from here will have a major impact on the direction of gold, silver, and commodities.
Duration is an often confused term when it comes to financial fixed income investing. After all, in your everyday life, the definition of duration is the length of time it takes for something to occur.
U.S.-Europe negotiations involve more than just tariffs.
Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places.
The economic narrative took a decisive turn last week. A stunning collapse in the trade deficit suggests we could be looking at near 4% GDP growth in the second quarter—a massive upward revision from the consensus of 2%.
The muted IPO market which has become commonplace in the last few years continued in that fashion through the first five months of 2025. However, the last few weeks has brought a renewed focus to dealmaking after a couple of highly anticipated IPOs began trading, and a cryptocurrency unicorn filed to IPO.
The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions.
Treasuries have been the default go-to safe haven bonds during times of heavy market volatility. But with Moody’s recent downgrade, an opportunity for mortgage-backed securities (MBS) exists.
Mortgage rates last week climbed to their highest levels since the beginning of the year on elevated economic risks. With markets still hopeful of at least one interest rate cut in the second half, the real estate sector stands poised to bounce back in a lower rate environment.
Join the experts at Victory Capital for an educational webcast exploring how free cash flow can achieve long-term results amid profound market uncertainty.
On this week’s episode of ETF Prime, VettaFi’s Head of Research Todd Rosenbluth discusses the rise of active ETFs and anticipated ETF share class structure. Later, Fidelity’s Eric Granat and Christine Thorpe spotlight the Fidelity Hedged Equity ETF (FHEQ) and the Fidelity Total Bond ETF (FBND).
Buying stocks is always hard. Particularly during corrections. Or, near market peaks. Or, when stocks are falling. And when they are rising. Oh, buying stocks is also tricky when valuations are high. And when they are low. You get the point.
Nvidia Corp. shares have staged a $1 trillion rebound in two months — and investors are betting the rally has further to go as fears about the chipmaker give way to optimism.
Constellation Energy Corp. agreed to sell power from an Illinois nuclear plant to Meta Platforms Inc. as artificial intelligence sends power demand soaring.
One thing just about everyone will tell you about divorce is that it’s expensive. There are several reasons for that, chiefly the lack of education and awareness and the habitual use of lawyers rather than mediators.
Signs are emerging that the Trump administration may be less willing to give up control of mortgage giants Fannie Mae and Freddie Mac than investors have bargained for, as policymakers scrounge for ways to close US budget gaps.
Our role isn’t just to manage assets; it’s to help clients stay grounded. We remind clients that investing is a long-term journey, and short-term volatility doesn’t have to knock them off course.
Most of us are facing longer working lives, but that also means we need to remain healthier for longer. While linking the pensionable threshold to improving longevity is fair, up to a point...
Here are three universal, time-tested principles, that will protect you from“over-delivering” with information and value, and ultimately missing out on the opportunity to add a new, paying client.
f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.
New research connects intensifying natural perils to their future implications for asset classes.
As investors grapple with nagging macro uncertainty, market volatility’s likely to continue. But we also see reasons for optimism — and new opportunities.
Last summer, if you recall, then-candidate Donald Trump made headlines as the first former U.S. president to speak at a Bitcoin conference. He pledged to lower the regulatory hurdles of the Biden administration, to kill Operation Choke Point 2.0, and to position the U.S. as the global leader in Bitcoin.
Treasury floating rate notes and ETFs like the WisdomTree Floating Rate Treasury Fund (USFR) are often seen as beneficial tools to fixed income investors when yields on U.S. government debt are rising.
Q1 company earnings painted a picture of corporate health as markets entered a period of trade tumult. Fundamental Equities CIO Carrie King discusses the importance of staying invested amid volatility, and outlines where there may be opportunities for long-term, fundamental investors to take advantage of market nerves to add to positions within enduring investment themes.
Conventional wisdom was that the tariffs imposed by the Trump Administration would cause higher inflation and slower growth – stagflation as far as the eye could see. But this past week brought economic news that defied this prediction.
This past week, news flow around policy came in hot and heavy, with President Trump’s ‘Big, Beautiful’ tax cut bill passing the House of Representatives, and Trump threatening 50% tariffs on the European Union (EU).
The strengths of the U.S. economy are likely to endure.
Amid a fair amount of market tumult, we wrote two months ago that the best course of action was to stay invested in roughly the same portfolios that we’ve had throughout, and let the market stabilize.
With the private equity market plagued by uncertainty and volatility, it's more important ever to locate compelling long-term opportunities.
VettaFi’s Head of Research Todd Rosenbluth discussed the iShares US Thematic Rotation Active ETF (THRO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Most clients are relatively conservative when it comes to determining how much they can afford to spend in retirement. All things being equal, clients would generally rather die with too much money than too little.
This article presents a different perspective on the question of why bond yields are rising. I focus on the difference between narratives and fundamentals.
Last week's economic data presented a mixed but generally more positive outlook. Inflation continued its downward trend in April.
Similar to the equity market’s response to the recently announced tariffs, the bond market responded with a widening of credit spreads. These spreads represent the difference in yield between a U.S. Treasury bond and other bonds of the same maturity but different credit quality.
As discussions about reshoring continue to dominate economic policy debates, VettaFi hosted a timely webcast with Dr. Daniela Rus, director of MIT’s Computer Science and AI Lab (CSAIL).
A potentially watershed effort to launch US crypto exchange-traded funds that offer staking rewards is throwing up regulatory doubts, even after the funds said they received initial SEC registration approval.
For anyone on Wall Street still clinging to a time-honored macro-investing playbook, Trump 2.0 has been a source of endless punishment.
Goldman Sachs Group Inc. is embarking on its most ambitious effort yet to offer an exit ramp for investors trapped in buyout funds.
Wall Street banks are reinforcing their calls that the dollar will weaken further, hit by interest-rate cuts, slowing economic growth and President Donald Trump’s trade and tax policies.
Futures tracking the prices US manufacturers pay for aluminum and steel surged after President Donald Trump said he will double tariffs on the metals this week.
It doesn’t take much to understand that Ray Dalio, a hedge fund titan, is like every other human being and is prone to error. I will not dismiss Dalio entirely, as his track record of managing money at Bridgewater is nothing to be scoffed at.
Today I’m going to highlight some speakers who added an equity market perspective to their big-picture views. Getting both right would be much easier if more investors behaved rationally. Alas, they don’t, which is why stock prices do incomprehensible things. Fortunately, you can succeed without catching every twist and turn.
While headlines scream about the latest deal or tariff suspension, Maharrey argues that investors are dangerously distracted from the real threat: America’s exploding national debt and the systemic consequences that follow.