Residential mortgage-backed securities, or MBS, are a big part of the securitized investment market. Here's what to know about MBS investing.

Cantor Fitzgerald LP agreed to buy UBS Group AG’s O’Connor unit, ending more than three decades of ownership by the Swiss bank and placing the hedge fund back in control of one of its early founders.

Mounting concerns regarding growing U.S. government deficits and a volatile tariff policy create a challenging backdrop for U.S. bonds.

Actively managed ETFs pulled in approximately 40% of the industry flows through the first four months of 2025. These ETFs tap into professional expertise, which has been helpful in the volatile market environment. The latest model allocation changes made by BlackRock’s team will help more ETF-minded advisors have greater access to active strategies.

While official estimates remain fluid and subject to change, our preliminary analysis at the time of this writing suggests that the House Reconciliation Proposal could significantly increase the national debt over the next decade.

Gold remains firmly in correction mode — even I will readily agree with that.

Over many years of educating investors about direct indexing, we have noticed a common misunderstanding—conflating the economic value of harvested losses with the investment return on the performance statement.

Proposed tax-cut extensions and higher debt costs could amplify fiscal concern.

Rising imports of glass containers are just one sign of how the US lost its manufacturing culture.

Few leading men of the 1960s and 1970s were more dashing than Clint Eastwood. He played a series of gritty heroes, trying to do right in a world gone wrong.

With US economic policies driving financial and economic volatility and rousing the bond vigilantes, it is an open question whether we are witnessing the fragmenting of the international order, or just a bumpy ride toward a beneficial overhaul. Five factors could clarify the answer.

Moody’s finally downgraded US government debt on May 16th to Aa1, its second highest rating. With the US $36 trillion (and rising) in debt, it’s not hard to see why. But Moody’s was late to the party with S&P and Fitch (the other two major ratings agencies) having done so long ago.

Friday’s market tremor was ignited not by economic data, which brought limited new releases, but by revived political uncertainty—specifically, President Trump’s abrupt reinvigorated tariff threats.

In this webcast, we will briefly reflect on the firm's historical role in shaping a disciplined, long-term investment approach before turning to our latest research, The Insider Investment Factor. We will explore how insider stock purchases and share repurchases, when combined with valuation analysis, can serve as important signals—and how these insights may help investors navigate today's markets

SS&C ALPS Advisors’ Paul Baiocchi dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs. VettaFi’s Cinthia Murphy goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry’s flagship products.

VettaFi’s Head of Research Todd Rosenbluth discussed the abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.

Let’s unpack the state of the markets today, explore where opportunities lie and review several strategies to navigate the months ahead.

How do you make sure your nest egg lasts as long as you do? Figuring out a safe withdrawal rate is tricky, because life is unpredictable. Markets and inflation rise and fall, tax laws change, and political philosophies come and go.

US consumer confidence rebounded sharply in May from a near five-year low as the outlook for the economy and labor market improved amid a truce on tariffs.

The Republican tax bill contains flashy goodies for families with kids. The flashiest: savings accounts for children — branded Trump Accounts — created and initially funded by the Treasury Department. These will consist of $1,000 in invested assets for each American citizen born through 2028, plus whatever funds parents later add.

There are plenty of reasons to be concerned about the direction of the US economy right now.

India is the stuff of dreams for OPEC and Big Oil: a rapidly developing nation of nearly 1.5 billion people where petroleum consumption is still in its infancy.

Without proper financial guidance and planning, the end of their career could be followed by serious financial difficulties. While every athlete’s legal, tax, and financial picture is different, here are some of the topics that should be reviewed with athletes.

Banks are contemplating a role for themselves in stablecoins if pending US legislation helps take cryptocurrencies and their gateway products mainstream.

There’s a lot to like about the travel industry right now from an investment standpoint. You just have to know where to look.

My next few letters will share some initial thoughts from SIC organized around the major topics. Today we’ll start with inflation, and specifically the sharply different views of David Rosenberg and Jim Bianco, then balance them with some thoughts from other speakers.

Keep your market perspective in check, avoid anchoring, and focus on your investment goals rather than market volatility.

Private credit firms are seeing an opportunity to finance everything from public transit systems to local utilities as the federal government and banks pull back on funding.

A KEY PLANK of the new administration’s economic policy has been to embrace tariffs, a sharp reversal of decades of free market trade.

In this video – Part 3 – Valuation Drives Future Returns – Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation discusses the volatility of the stock market, using the S&P 500 (SPY) as a proxy.

Looking to reduce volatility without sacrificing income potential? Consider short-maturity high yield.

A host of data influences the market, including jobs and GDP. Learn how savvy investors decipher their meaning and what they watch for beneath the surface.

529 plans and Roth IRAs are two tax-advantaged accounts designed to help you save for future expenses.

Over the past four months, the price of gold in yuan terms has climbed by 24 percent, the strongest January to April performance on record. The Shanghai Benchmark Gold Price rose 6.9 percent in April alone. It was the fifth consecutive monthly gain.

From an energy perspective, while the trade dispute with China initially impacted oil prices and raised concerns about oil demand (mirrored across tariff discussions), the direct effect on midstream has been limited.

Selling your real estate portfolio, especially investment properties you and your family have held for years or decades, can be a complex process.

In 2025, AI crossed a subtle but monumental threshold: it stopped just answering questions and started executing goals.

Markets rallied after a surprise tariff rollback, but with valuations stretched and policy signals still mixed, investors appear to be leaning toward flexibility, fundamentals, and selective exposure.

Given the headwinds Target has faced this year, many advisors were not expecting to hear good news at the retailer’s latest earnings call.

Though silver has been quiet lately, it’s important to be aware of the many bullish factors that are setting the stage for a strong move higher.

The Endowment Tax was introduced during the first Trump administration as part of the 2017 Tax Cuts and Jobs Act (TCJA).

Tariffs have long been part of U.S. economic policy, but big changes can disrupt markets and trade. Here's a quick overview of some questions investors may have.

Your financial requirements are multifaceted, necessitating strategies tailored to your specific needs. Tailored lending can be a valuable addition to a high-net-worth individual’s financial plan, helping you optimize cash flow, maximize tax efficiency and realize important estate planning goals.

For many of us, ETFs have been synonymous with passive management.

Long-term interest rates have become much less predictable, and that means volatile prices for long bonds.

You wouldn’t exactly call it understated. In a video, Sam Altman, co-founder and chief executive officer of OpenAI, jostles through a busy San Francisco sidewalk.

Investors have breathed multiple sighs of relief in recent weeks as the Trump administration has dialed back its extreme tariff rates on China and other countries. In addition, first-quarter earnings were better, overall, than many expected given the quarter’s uncertainty.

Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.

Amid the relentless chaos in Washington — tariffs, trade war, terminally rising deficits — at least one sensible idea has recently emerged: The federal government wants to free up more land to build homes. It’s a great ambition. The devil, as ever, will be in the details.