Acquisition of leading interactive publisher for RIAs, wealth managers and financial advisors advances VettaFi’s growth strategy, further powers the firm’s efforts to transform financial services from an industry to a community
This year has brought a lot of innovation in artificial intelligence, which I have tried to keep up with, but too many people still do not appreciate the import of what is to come. I commonly hear comments such as, “Those are cool images, graphic designers will work with that,” or, “GPT-3 is cool, it will be easier to cheat on term papers.” And then they end by saying: “But it won’t change my life.”
I’ll be the first to say that the RIA model is not for everyone.
There are lots of “total return” bond funds these days, almost a half century since I innovated the concept in 1987.
In North America and the U.S. specifically, the hunt for lithium, a key component of batteries used in electric vehicles (EVs), has historically trailed a handful of other countries.
Dietrich spent the previous 15+ years in senior business development roles with Morningstar and brings extensive experience in indexing and direct indexing across the asset management and wealth spaces
Clients often assume that their need for life insurance ends when they stop working. I spoke with Neil Drzewiecki, the head of life products for MassMutual Life Insurance Company, about how whole-life insurance can play an important role in your client's retirement income strategy.
Assets have flowed mightily into ESG funds, and new research shows that many corporations have changed their behavior, with benefits accruing to society at large.
I built a 4.36% real (inflation-adjusted) systematic withdrawal portfolio using a 30-Year TIPS ladder.
Is it time to move beyond I bonds?
Tesla Inc. shares fell to the lowest since June of last year after the carmaker lowered prices across its lineup in China, where competitive and economic pressures are intensifying.
To President Joe Biden’s credit, his policies didn’t cause many of the economic problems we face today.
Investors love easy-to-follow “rules.” The simpler, the better.
Stocks rose last week (S&P 500 +4.7%) after falling to a 2.5 year low the week before. The increase was attributable to technical and sentiment reasons, but also Q3 earnings reports coming in less bad than feared.
A year on from its blistering debut, America’s first Bitcoin futures ETF has been an almost unqualified success, unless of course you’re invested in it.
One of China’s most promising chip designers has already navigated through the Biden administration’s export restrictions and concluded it will be able to continue tapping Taiwan Semiconductor Manufacturing Co. to produce its advanced silicon.
Internal priorities and external circumstances have brought China's growth to an inflection point.
With this week’s announcement that the White House is deploying nearly $3 billion to boost domestic output of EV batteries and the minerals used to make them, it may be time for investors to take notice.
Oil edged higher after a volatile week of trading as concerns over a global economic slowdown continued to dun the market.
The Treasury market was upended Friday by a surge in wagers that circumstances will allow Federal Reserve to slow its pace of rate increases as early as year-end.
Treasury Inflation-Protected Securities can be a buffer against long-term inflation, but it's possible for TIPS price declines to outpace principal adjustment in the short term.
At the beginning of 2022, our most reliable stock market valuation measures stood at record levels, beyond even their 1929 and 2000 extremes. The 10-year Treasury yield was at 1.5%, the 30-year Treasury bond yield was at 1.9%, and Treasury bill yields were just 0.06%. By our estimates, that combination produced the most negative expected return for a conventional passive investment portfolio in U.S. history.
US politicians, business leaders and think-tank analysts seem to believe that locally made chips will fortify the nation’s technology supply chain at a time when global tensions are running hot.
With Elon Musk on the verge of taking over Twitter Inc. comes news that he plans to gut its workforce, with cuts of up to 75%. That should be a worry not only to the platform’s staff and users, but for those who care about the flow of information crucial to well-functioning democracies.
China's 20th National Congress could help air ideas for more growth-supportive policies.
In the context of a rough year so far, it's a good time to review whether this is just a bump in the road or something more serious to prepare for.
It's no secret that delaying the start of Social Security benefits typically means you'll get more money in retirement. And waiting just got even more worthwhile thanks to the program’s big cost-of-living adjustment set for next year.
Blame the Fed, war and fiscal profligacy all you want. But big trouble was lurking in many widely followed portfolio strategies long before those threats took hold.
The stock market might be trying to bounce back, but one group of investors is staying on the sidelines: retail traders.
If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends?
The Fed remains singularly focused on containing inflation but has made little headway so far.
I look back to other periods when bonds outperformed stocks. This analysis allows us to assess specific stock traits and specific industries that over- and underperformed in those eras.
The difficult capital markets saga of 2022 continued through the third quarter with few safe harbors as rates rose and growth slowed.
Bill Gross pioneered the “total return” strategy in the 1980s that revolutionized the once-sleepy bond market.
Mortgage rates above 7% have put the housing market on ice as affordability challenges put off a lot of buyers. Newer, younger homeowners who locked in their mortgage at a low interest rate — and whose next move probably would be trading up — are content to stay where they are until mortgage rates fall.
Exchange-traded fund investors are preparing for the possibility that peak bond pain has passed.
The US is planning to auction in December leases for offshore wind farms in California waters, the first off the Pacific Coast, which will require a new, more expensive turbine technology.
While many perceive the S&P 500 Index to be a broad innovation-heavy index, in a way it is and in a way it isn’t.
When it comes to elevating the “customer experience” to improve client satisfaction and results, today’s family offices could learn a thing or two from Starbucks.
Innovation will persist despite market and economic turmoil. Jon Maier, Global X CIO, and Michelle Cluver, Portfolio Strategist, will contextualize today’s economic environment and how it is likely to play into tomorrow’s investment landscape.
Some of the world’s biggest financial firms including BlackRock Inc. and Vanguard Group Inc. have told the UK they have no plans to halt the financing of new fossil-fuel supplies, in response to a list of questions sent by British lawmakers tasked with figuring out how the country can meet its own net-zero obligations.
Mastercard Inc. debuted a service that will let consumers buy and sell digital assets through their bank accounts, potentially paving the way for thousands of finance firms to offer crypto trading for the first time.
A strange thing keeps happening in this nightmare year on Wall Street: Seemingly surefire bets that outsize volatility will engulf equity indexes keep misfiring, even as those riding turmoil in single stocks pay off handsomely.
The world is in a very different macroeconomic position today compared to the prior forty years.
The sleeper hit of 2022 investing is about to lose some of its luster — but it still might be one of the best places to store your cash.
U.S. equities are beginning the new week sharply higher, getting a boost from the U.K.'s decision to abandon nearly all its tax cut plans.
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
In 1987, Sports Illustrated, the preeminent sports periodical of the time, predicted the Cleveland Indians would win the American League pennant in its baseball season preview.
Cathie Wood’s flagship fund on Friday closed at its lowest level in five years, after suffering a 78% plunge from last year’s highs.
Commodities are entering a crucial period as earnings season gathers pace, Europe firms up its energy-crisis response, and China’s political elite gathers in Beijing for a twice-a-decade summit.
