Here’s how your clients’ birthdays trigger marketing moments that matter.
“I think first and foremost it's somebody who wants to serve, who has the serving mind, the serving heart. I think whether or not you're an advisor, you're a support person, we're always serving somebody.” – Anthony Bartlett
As president of Bartlett Wealth Management, Anthony Bartlett and his team leverage deep industry knowledge, time-tested investment strategies, and a passion for serving clients with honesty, clarity, and transparency to turn their clients’ vision into a plan. Don’t miss this brand-new episode of Cambridge Stronger as Anthony explains the “aha” moment he had when navigating some of the different tax and investment strategies that come with the transition to retirement. He also shares his family’s financial experience and how it inspired him to encourage other families to discuss generational wealth.
May 17, 1995, a Wednesday, was a historic day for energy stocks. Not that they acted that way: Like the oil price — about $20 a barrel — they were flat. The action was elsewhere: Technology stocks overtook the energy sector’s weighting in the S&P 500 for the first time that day.
Digital currencies are back, at least if you ask the crypto faithful. The US Securities and Exchange Commission has at last approved Bitcoin exchange-traded funds— begrudgingly, with a hard nudge from the courts. Renewed investor enthusiasm in risky assets such as technology stocks seems to have rubbed off on tokens, too.
The SEC's approval of spot bitcoin ETFs was a watershed moment for crypto in the US. Grayscale's flagship product, GBTC, continues to be a compelling offering for investors looking to access a bitcoin ETF with liquidity, tight spreads, high trading volumes, and a decade-long track record of operational success. Since launch, GBTC has dominated trading volume, and outflows have moderated over the last few trading sessions. Grayscale is dedicated to providing investors with exposure to digital assets in the form of a security without the challenges of buying, storing, and safekeeping crypto.
Investors are going “all in” on US technology stocks as they turn the most optimistic about global growth in two years, according to a survey by Bank of America Corp.
Financial advisors can get swept up in the whirlwind of big marketing initiatives. But routine, everyday tactics are vital. Here are nine routines to embrace.
The start of 2024 has been marked by record issuance both in the public and private business sectors. In terms of the latter, green bonds are also hitting the market, as in the case of plastics maker Dow Inc.
Investors waiting on small-cap equities and related ETFs may be encountering a “Waiting for Godot” moment. That’s because it feels like a while since small-caps have offered good reason to peer away from large-caps.
When it comes to taxes, it's always best to be prepared for any future changes that could either benefit or hurt your clients. This year's inflation-related adjustments to tax brackets and standard deductions could give some of your clients more flexibility to manage their capital gains.
Once again, as we have argued several times before, if the Fed, once after having achieved its 2% target and remained at the target for several years, decides that a different target may be more effective for conducting monetary policy, they may decide to change the target.
We see the usual mess and risks in the world as you do, but we also are seeing more than enough interesting things in which to invest capital.
Municipal bonds posted negative total returns as the market reassessed macro expectations. Seasonal supply-and-demand dynamics were supportive, albeit less so than in prior years.
Yesterday, before the Super Bowl kicked off, VettaFi hosted an ETF game show at the Exchange conference in Miami. As part of the ETF Study Hall, we brought together the ETF community to help share information about some equity, fixed income, commodity, and even spot bitcoin ETFs.
Let’s look at some of the important financial professional designations. I’m informally putting them into three categories based on the level of training and time commitment they require.
Without education on how to implement an allocation to private markets investments, many advisors are waiting on the sidelines despite the clear benefits of allocating.
Everyone knows you’re not supposed to bet on a bubble, but what about a potential bubble?
The other day I did something I haven’t done for years. I browsed Facebook. By which I mean: I really took a look around. Good grief, what a mess! It’s like walking round an abandoned amusement park of badly executed ideas.
The private equity industry has rediscovered its mojo. The latest updates from the publicly traded firms specializing in the asset class satisfied investors’ appetite for bullish vibes from the leadership teams. As shares in alternative investment managers build on an already strong recovery, the risks of disappointment can only mount.
Bitcoin is flirting with a winning run last seen a year ago, aided by the record-breaking debut of US exchange-traded funds for the token.
US companies are discussing cost control on earnings calls at a record rate, amid a push to reallocate funds and invest in new technologies, according to an analysis by Morgan Stanley strategists.
Bond traders are finally heeding one of the market’s oldest lessons: Don’t fight the Fed.
Of course, the market peaked in January 2022, just four months later, at 4796.56. Fast forward 2-full years of returning investors to breakeven, and the market is again approaching that magical round number of 5000.
In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck will analyze Meta Platforms Inc. (aka Facebook) and its recent initiation of a dividend.
High yield did well across multiple sectors in the U.S., according to the BondBloxx Fixed Income Monthly Update for January.
Closed-end funds (CEFs) are relatively under the radar compared to peers like exchange-traded funds (ETFs) and mutual funds. Closed-end funds are generally desirable for two reasons: 1) high income; and 2) premium/discount mechanism.
A data-dependent Federal Reserve is keen to hold interest rates until it gets additional confirmation inflation is cooling. This could keep the window open for prospective bonds investors seeking value opportunities.
Mortgage rates in the US inched higher amid signals that the Federal Reserve is likely to keep its policy steady for some time.
Franklin Fixed Income CIO Sonal Desai discusses why the recent acceleration in productivity growth might prove durable, leading to higher potential returns on real investment and a higher equilibrium interest rate.
United Parcel Service Inc.’s largest layoffs in its 116-year history were made possible, in part, by new technologies including artificial intelligence, CEO Carol Tomé said last week. Citing one example, she said that machine learning allows salespeople to put together proposals without having to ask pricing experts for guidance.
Over long horizons, dividends’ growth and reinvestment of those payouts serve as vital factors in portfolio growth. However, dividends aren’t guaranteed and with bond yields still high, some skittish investors may be inclined to embrace fixed income over equity income.
One of the more fascinating and mysterious parts of watching the Federal Reserve is the ongoing dialogue between Fed leaders and Wall Street. We imagine private meetings held in great secrecy. Those may in fact occur, but I’m not sure they are even necessary.
Tomorrow marks the start of China’s Lunar New Year, meaning it’s out with the Rabbit and in with the Dragon… but all eyes remain on the Bear. And no, I’m not talking about the hit Hulu series, but Russia.
Many advisors may be surprised to learn how many securities are needed for effective portfolio diversification. A common misconception among advisors is that true diversification and risk reduction can only be achieved by holding a large number of individual securities.
Investors experienced a shift in global risk sentiment during Q4, marked by lower inflation and the anticipation of an end to the rate hiking cycle.
Stronger than expected earnings are leading companies on both sides of the Atlantic to announce share buybacks at a blistering pace as 2024 gets going — a potentially crucial pillar of support for global stock markets already trading at all-time highs.
The Bitcoin exchange-traded funds started by BlackRock Inc. and Fidelity Investments are gaining a liquidity edge over a larger rival from Grayscale Investments LLC, according to JPMorgan Chase & Co. strategists.
One of the primary hurdles to broader adoption of environmental, social and governance (ESG) investing principles and the related funds has been long-lacking clarity and regulatory framework covering ESG ratings and regulations.
Alongside great content, we’re also bringing some of the most prominent voices in finance to the stage. J.P. Morgan Asset Management’s chief global strategist Dr. David Kelly recently shared what he’s thinking about and watching in markets ahead of Exchange.
Matt Bush and Evan Serdensky share their updated outlook following the latest FOMC meeting and the January jobs report.
Foreign policy is not all that foreign. That’s a key message from Dr. Richard Haass. He is President Emeritus, Council on Foreign Relations and Senior Counselor for Centerview Partners. Dr. Haass will also be at the Exchange conference in Miami on Monday.
The SEC is using its authority over dealers to sneak in the back doors of these entities, which will inevitably create new or modified entities to reduce the cost of regulation.
The end of the Federal Reserve’s rate-hiking campaign and increased transaction activity will make 2024 a year of improved transparency and credit access for commercial real estate in the U.S., according to a new research paper by Morris Chen, Director of DoubleLine Capital’s Commercial Mortgage-Backed Securities and Commercial Real Estate Debt team, and Product Specialist Phil Gioia.
Treasury yields rose further — with some reaching year-to-date highs — ahead of inflation data comprising the market’s next test after a string of Treasury auctions went off without a hitch.
Hedge funds are paid big bucks for making smart market bets. Yet these days, a simple feature of the financial plumbing — largely overlooked on Wall Street during the low interest-rate era — is helping juice industry returns.
With a laser focus on the future, David Mann, our Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, shares his 2024 outlook for the ETF industry and the key trends he sees taking shape.
The recurring theme of artificial intelligence (AI) isn’t going away soon. Members of the Magnificent Seven, which include household big tech names, saw their earnings boosted along with rosier outlooks thanks to the inclusion of AI in their respective business operations.
With eight seconds left on the play clock, Harrison Butker of the Kansas City Chiefs kicked a chip shot field goal that put the nail in the coffin for the Philadelphia Eagles.
A new ETF playoff champion has been crowned. Artificial Intelligence routed spot Bitcoin ETFs to claim the first-ever ETF championship.
Ten spot bitcoin exchange traded funds came to market last month, increasing access to the largest cryptocurrency for scores of advisors and investors. While that event is obviously pertinent to bitcoin itself, there are derivative beneficiaries.
