With Labor Day now in the rearview mirror, the money and bond markets will no doubt become laser focused on the September FOMC meeting. Yes, Fed Chair Powell telegraphed that a rate cut is forthcoming, but he also emphasized how monetary policy is still data dependent.
Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula. Our Bill Cass highlights what you need to know to apply for federal financial aid for college.
Presidential elections tend to have limited impact on market performance, regardless of party win (although markets prefer Democratic switches). Investors should capitalize on the uptick in market volatility, which investors can use for strategic investing.
We often write about the opportunity for fixed income investors to lock in relatively attractive long-term rates. And we would argue that investment consultants and financial advisors have no more important charge than to convince their clients to take advantage of this while they still can.
High interest rates have had the predictable effect of restraining the performances of dividend stocks and related exchange traded funds.
Private assets are the fastest-growing market in the financial world, but could be the most challenging field for ETF providers to penetrate.
Join the experts at VictoryShares and learn all about two strategies that leverage an innovative free cash flow investment approach that may help to align your portfolio for potential success.
The Federal Reserve is creating the potential for extreme bouts of volatility surrounded economic data releases.
Tax policies touted in the US presidential election could have a big impact on S&P 500 earnings, according to Goldman Sachs Inc. strategists.
The bold bet from the likes of Citigroup Inc. and JPMorgan Chase & Co. that the Federal Reserve will slash interest rates by a half-percentage-point this month faces its biggest test yet from Friday’s US jobs report.
Labor Day weekend, marking the end of the US summer driving season, is typically the year’s last hurrah for gasoline producers. This year, the high-fives were reserved for drivers (and White House occupants): The average pre-long weekend pump price was down 13% from last year after gasoline refining margins collapsed in August. Pump prices have eased further this week.
Despite pullbacks and elevated volatility in the earlier days of the month, major equity indices were up in August.
Jane Street Group LLC and Citadel Securities are on a tear. First-half revenue at the two predominantly electronic market makers grew about 80% compared with the first six months of 2023, according to Bloomberg News. That’s enough to make traditional Wall Street executives green with envy — but these upstarts aren’t going to completely devour the old guards’ lunch.
A key segment of the US Treasury yield curve briefly turned positive as weaker-than-anticipated labor-market data bolstered bets on steep interest-rate cuts by the Federal Reserve.
Investors should be careful what they wish for in hoping for an aggressive Fed rate cutting cycle, given stocks tend to do better when cuts are slow and steady.
When we’re viewing markets, it’s not surprising sentiment shifts quickly if we don’t instantly see the anticipated results. Market pundits quickly point fingers and determine the Fed, economists, and participants are wrong. Reactions can be powerful in number and sway momentum for stocks and/or bonds.
A bright spot in Chinese investment could spell trouble for its financial institutions.
After a decade of consistent outperformance, Japanese small caps began underperforming their large cap peers in 2018, a trend that has accelerated since 2023.
This week’s data reflects the resilience of the U.S. economy. Currently, the economy is holding steady with jobless claims in the 230,000 range and recent inflation data showing stability. Friday’s inflation report was essentially at expectations and indicates that the Federal Reserve (Fed) will make a rate cut of at least 25 basis points (bps) at the September meeting. Whether the cut is 25 or 50 will depend mostly on this week’s employment report.
The stock market as measured by the S&P 500 is trading at a very high valuation. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to share 10 extremely high-quality stocks that are not overvalued, and offer good growth and long term total rates of return.
We’ve always admired the great artistry of David Byrne from the Band Talking Heads. My favorite song of theirs is “Once in a Lifetime.” We think this song can tell our readers a great deal about how to look at our portfolio as we navigate an expensive and maniacal S&P 500 Index environment.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the JPMorgan Ultra-Short Income ETF (JPST) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Using infographics to illustrate your firm’s financial planning process is a great way to show the value you provide. Whether in your marketing materials, initial consultations, or new client onboarding, these visuals can help set the stage for a successful and growing relationship.
This week I had the chance to run a half-day workshop helping seasoned, successful advisors learn techniques for emerging as strong leaders, so I’ll share some of the information here in this column.
In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing your financial future.
Successful advisors are persuasive. They understand persuasion is critical to converting prospects into clients and keeping them as clients.
Equity bulls looking for signs of relief after Tuesday’s stock rout may get a hand from a familiar friend: corporate America.
Bond traders are bracing for wilder market swings in the US than in Europe, as signs the world’s largest economy is faltering fuel bets on a jumbo interest-rate cut from the Federal Reserve.
The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on Tuesday has traders scouring charts for clues as to where the pain might end.
After a bruising few years, Asian currencies have suddenly become fashionable again. But this enthusiasm is dependent on words and deeds far away. The direction of global markets is driven overwhelmingly by the US. For now, that means interest-rate cuts by the Federal Reserve.
There are two radically different visions of our AI future, and they depend on the cost of energy.
A record number of blue-chip firms swarmed the US corporate bond market on Tuesday, taking advantage of cheaper borrowing costs as they look to issue debt ahead of the US presidential election.
The case for infrastructure investment is rising, but so are its costs.
A soft landing for the U.S. economy still appears to be the most likely outcome.
With his Jackson Hole speech, Federal Reserve Chair Jerome Powell all but promised rate cuts were coming. That’s cool. But it is why that matters.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to show you our approach to value investing and how stock picking 101 is based on value investing principles and through the use of FAST Graphs! We actually don’t like to start with value, we like to start with fundamentals. Fundamentals first, value second.
As more Chinese companies get comfortable paying dividends, investors may find new sources of equity return potential.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley and ESG and Active Ownership Analyst Zoe Warganz discussed key takeaways from the U.S. Federal Reserve’s (Fed) annual economic symposium in Jackson Hole, Wyoming.
Get insights on the top tax triggers impacting client wealth and strengthen your financial advisory practice with year-round tax management services. Learn how you can empower your clients and help them navigate the complexities of taxes so they can avoid surprises when tax time rolls around.
ERShares Founder Joel Shulman goes in-depth on what’s being called the first ever private-public crossover ETF, the appropriately named Entrepreneur Private-Public Crossover ETF (XOVR). VettaFi’s Todd Rosenbluth discusses Nvidia from an ETF angle, highlighting products with varying exposure to the high-flying stock.
Compliance officers in the RIA space feel the pressure of two major business goals. One, we need to help the firm grow. Two, we need to protect the integrity of the business itself and the financial safety of our clients.
You did everything by the book. Your prospect talked and you listened. But listening alone is not enough to build trust.
Few human activities are more central to historiography than war, and yet historians are poorly equipped to understand its evolutionary and psychological roots: Why War? attempts, with only partial success, to close this gap.
Half your coworkers might have just spent August in Europe, but there were no holiday doldrums in the booming world of ETFs.
Cliff Asness says he sounds like an “old man whinging,” but that’s not stopping him from writing 23 pages on his latest thesis: Financial markets these days aren’t what they were.
It’s the story of so many stock market manias: A transformative technology juices a few companies, a bunch of more questionable outfits follow in their wake, and Wall Street buys it all. Then time sorts out what’s real from fake.
Apple Inc.’s upcoming iPhone release has sent its stock price soaring because of promised artificial-intelligence features. Those gains appear vulnerable, at least in the short term, if history is any guide.
Since the pandemic, Wall Street strategists have repeatedly underestimated the performance of the US stock market in their annual projections, leading to a mad dash to boost their outlooks in the back end of the year.
What’s the point of Keir Starmer’s massive electoral majority if he remains hesitant to do something for young people on Brexit that’s not just compassionate and sensible, but also very popular?
After a bit of an early-August swoon, the stock market came roaring back in the last few weeks of the month. The S&P 500 finished up 2.4%, though certainly in the early days of August, that did not feel like a particularly likely outcome. In client conversations a few days into the selloff, our feeling was to stay put and not tinker with the portfolios we suggested in early August.
