Advisors recommend having a clear understanding of how giving will align your values – and also be the most tax efficient.
Join the pioneers in the options-based ETF space from NEOS Investments for an educational webcast that explores the key considerations when choosing options strategies.
I often hear my clients talk about the struggles with the next generation and how hard it is to work with them. Here are some of my best tips for how to lead the next generation (or potentially any generation that needs a little boost).
With polls showing Kamala Harris and Donald Trump in a close race, how do the key economic metrics favor each candidate?
In this new economy, your prospect is assessing you, the opposite of the way things should be and used to be. The advisory industry is now officially in a trust recession.
The cautiously optimistic American consumer braces for financial strain as inflation and debt delinquencies are expected to rise.
I have developed a seven-step framework that has been used countless times to assist advisors looking to build a $1 million, 100-days-off practice, as well as help leaders of seven-figure firms scale their success to new heights.
Markets fluctuate for numerous reasons, but investors often focus on just a few, like how a presidential election will impact the markets.
The US Securities and Exchange Commission’s examiners will step up scrutiny of financial firms’ use of artificial intelligence next year, the latest sign of regulators’ growing concerns about the emerging technologies.
Bonds extended losses as investors mulled the prospect of slower US interest-rate cuts, a trend that risks upending debt positions everywhere.
Big Tech is going nuclear in its pursuit of artificial intelligence. Power-hungry datacenters are just one part of a broader freak-out over how the US grid will handle even bigger loads including electric vehicles and re-shored factories, plus withstand extreme weather, all while decarbonizing at a reasonable cost.
Ironically, China’s President Xi Jinping has been cornered into the same uncomfortable spot reserved for high-profile chief executives like JPMorgan Chase & Co.’s Jamie Dimon: Impatient stock investors are brushing aside the intricacies of running complex businesses and demanding simplistic numbers to justify their euphoria.
US stocks are unlikely to sustain their above-average performance of the past decade as investors turn to other assets including bonds for better returns, Goldman Sachs Group Inc. strategists said.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, discussed the details surrounding China’s latest stimulus announcements. He also reviewed early U.S. third-quarter earnings results as well as the latest U.S. macroeconomic data.
From current data, it is clear there are no signs the U.S. economy is currently facing challenges.
Energy policy decisions today will have long-lasting implications.
GMO has posted a new 7-Year Asset Class Forecast.
The S&P 500 is on track to deliver its second consecutive year of 20+% returns – a milestone it has not achieved since 1998. It is also on pace to deliver its strongest performance leading into an election year since 1932.
Agency bonds issued by government-sponsored enterprises can offer slightly higher yields than U.S. Treasury bonds, without requiring bondholders to take on too much additional risk.
Even without new staff projections, the European Central Bank makes policy less restrictive and lowers its relevant rate to 3.25%.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price QM U.S. Bond ETF (TAGG) 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.
Risk. It’s a tiny word for a critical investment concept, one that necessarily merits ample discussion by advisors with their clients. Unfortunately, evidence suggests this may not be happening evenly across the advisory industry.
Rather than go back and reminisce about the articles I’m most proud of, I think a better exercise is to look at those I got wrong and reflect on what might be learned.
It's important to stay informed regarding the latest updates to 529 college savings plans, for both current account holders and prospective savers. In recent years there have been significant changes, including The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act in December of 2022, which helps enhance the flexibility and benefits of 529 plans.
We take this opportunity to help you better understand implied volatility. Furthermore, we discuss other lesser-followed measures of implied volatility that help better assess whether implied VIX readings infer bullish or bearish sentiment.
The integration of artificial intelligence (AI) within financial institutions is no longer the future; it’s the present reality rapidly transforming the industry. In an extremely competitive landscape, AI offers banks new opportunities for efficiency and innovation.
Price action in some of the world’s most risk-sensitive assets is signaling concern that the Federal Reserve’s decision to begin lowering interest rates may have been premature — or unsustainable.
Investors laser-focused on the risks looming in the next few weeks may be left unprepared if their worst fears don’t come to pass.
Benchmark Treasury yields may soon hit a key level on the back of rising inflation expectations and concerns over US fiscal spending, according to T. Rowe Price.
In what should be one of the least surprising developments, global electricity demand is soaring everywhere as the world moves to electrify everything. Out go gasoline cars, in come electric vehicles; out go gas boilers, in come heat pumps; and so on and so forth. That’s the energy transition.
A dark cloud will be hanging over Boeing Co. when it releases its third-quarter earnings report Wednesday morning and Chief Executive Officer Kelly Ortberg, who has only been in the job since August, presides over his first quarterly conference call with analysts for the storied planemaker.
With the backdrop of U.S. Federal Reserve (Fed) headlines in addition to the shifting narratives of the election season, we have been focusing on what we are calling the Great Normalization as overall economic trends in the U.S. are getting back to normal.
With the presidential election less than a month away, and the two candidates running head-to-head in the polls, there is certainly a lot of uncertainty in the markets.
While greed is necessary to build wealth, excessive greed often has far more terrible consequences when investing.
Join the experts at ROBO Global and from MIT for an educational exploration of how the robotics space is primed to impact the broader world of investing.
Housing prices matter to everyone, even if you aren’t trying to buy, sell, or rent a home. They are the key to inflation, which drives Fed policy and interest rates, which drive financial markets. We’re all part of this, like it or not. Today we’ll review what is happening.
If you’ve been paying attention to the markets, especially in recent months, you’ve likely noticed something interesting happening with nuclear energy stocks.
The tendency to blindly follow these rules has led investors towards prematurely de-risking and over-estimating the likelihood of recession.
Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims. Our Bill Cass highlights numerous resources for financial relief, including accessing emergency funds, insurance and tax considerations.
Jeff and Ron Muhlenkamp discuss economic data and its influence on the federal funds target range. They also talk about the policy choices of the presidential candidates and the affect they may have on the economy and our investors’ wealth.
Markets changed character to broad-based optimism relating to the economy. The economic picture began to come into focus with inflation continuing to moderate as the economy maintains steady growth and employment. The result was a stark turnaround for economically integrated or interest rate sensitive assets, which resulted in a great quarter for diversified multi-asset portfolios. New Frontier sets a major milestone in Q4, marking 20 years of investing at the end of October.
If UK Chancellor of the Exchequer Rachel Reeves tried to meet all the political demands that have been placed on her, her budget would likely result in disappointing growth and financial instability. Instead, the new government's first budget should be judged according to four longer-term criteria.
The cost of higher education has skyrocketed over the last few decades, and shows no signs of slowing. That’s why it’s more important than ever that parents start saving as early as possible for their children’s future.
Opening a 529 college savings account can be a smart move if you’d like to save for college on a tax-advantaged basis. One thing to consider when opening a 529 plan is whether it should be a custodial or individual account. While both allow you to save for college costs and enjoy some tax breaks, they differ in terms of who has control of the account and the assets in it.
Economic data releases have surprised to the upside in recent weeks, but inflation does not remain a threat right now.
The Nasdaq-100 Index (NDX), which is half composed of tech stocks, including a slew of AI names, is usually more volatile in October.
Asia-Pacific economies will benefit from soft landings and easier monetary conditions.
The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.
Netflix Inc. added more than 5 million customers in the third quarter and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood.
Sales of Apple Inc.’s newest iPhones in China are up 20% in their first three weeks compared with 2023’s model, a positive sign for a device that struggled this year to gain traction in the world’s largest smartphone market.
