The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
As Germany and France head into another year of near-zero growth, it is clear that Keynesian stimulus alone cannot pull them out of their current malaise. To regain the dynamism and flexibility needed to weather US President-elect Donald Trump’s tariffs, Europe’s largest economies must pursue far-reaching structural reforms.
Let’s take a look at five of VettaFi's articles that significantly resonated with the community in 2024.
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
Valid until the market close on December 31, 2024
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
The yield on the 10-year note ended November 29, 2024 at 4.18%, the 2-year note ended at 4.13%, and the 30-year at 4.36%.
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) fell to 40.2 in November from 41.6 in October. The latest reading is worse than the 44.9 forecast and keeps the index in contraction territory for a twelfth straight month.
2024 is set to enter Wall Street’s hall of fame of bull years.
The money-market industry just reached a significant milestone with Crane Data reporting that these cash-like funds have amassed a record $7 trillion in assets. There are many ways to think about this development.
Saturday marks two years since OpenAI posted an oddly named widget called ChatGPT to the web. Its staffers placed bets on how many users it would accumulate, the highest estimate being 100,000. How wrong they were.
A group of one dozen US Bitcoin exchange-traded funds is on the cusp of a record monthly net inflow, bolstered by the digital asset’s historic surge toward $100,000 on President-elect Donald Trump’s embrace of crypto.
The boom in portfolio trading, where investors can buy or sell scores of corporate bonds with just a few clicks of a mouse, is fueling mega trades that were rare in credit markets just a few years ago.
You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.
Wholesale elimination of tax exemption isn’t likely, but certain types of muni bonds could be targets.
Another election season has come to an end. While there are opposing feelings about the outcome of the election, I think everyone agrees that they are happy it is over.
On Monday, Warren Buffett announced that he was donating more than $1 billion in Berkshire Hathaway Inc. shares to four family foundations — a continuation of his commitment to give away the vast majority of his wealth to charity rather than pass it on to his family.
The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.
“Think of what we could do together” is a touching line at the denouement of Wicked: Part 1, the movie currently raking it in at the box office for Comcast Corp.’s Universal Pictures.
’Tis the season for a surge in financial frauds and scams, a huge and growing problem that caused nearly $500 billion in losses globally last year, along with untold human suffering.
As students across the country start to prepare for year-end exams, there are valuable lessons we can take from the classroom.
AI can be a powerful tool, but one that demands thoughtful, measured implementation. Taking thoughtful steps now to integrate and innovate with AI will keep you competitive. Turn your back on it and you’re probably not in business in the long run.
We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.
The U.S. economy grew in line with expectations during the third quarter of this year. Real gross domestic product increased at an annual rate of 2.8% in Q3 2024, according to the second estimate. The latest estimate is in line with the forecasted 2.8% growth and is below the Q2 2024 GDP final estimate of 3.0%.
Personal income (excluding transfer receipts) rose 0.6% in October and is up 4.7% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.3% month-over-month and up 2.3% year-over-year.
The Conference Board's Consumer Confidence Index® rose in November to the highest level since January. The index increased to 111.7 this month from October's upwardly revised 109.6. This month's reading was slightly lower compared to the 111.8 forecasted.
Home prices continued to trend upwards in September as the benchmark 20-city index rose for a twentieth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.2% increase month-over-month (MoM) and a 4.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was -0.6%.
Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
We call them “Silicon Valley rivals,” but when you think about it, the big tech titans have mostly stayed in their respective lanes for the past 20 years.
Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.
President-elect Donald Trump’s pick for the top trade position sees China as a “generational challenge” to the US and has advocated for a strategic decoupling from the country.
The dominance of US equities over the rest of the world is unlikely to abate unless geopolitical and trade policy risks fade, according to JPMorgan Chase & Co. strategists.
Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.
The US economy expanded at a solid pace in the third quarter, largely powered by a broad-based advance in consumer spending as inflation continued to cool.
Not everyone is ready to give thanks for moderating food prices.
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.
he Tax Cut and Jobs Act (TCJA) was passed in 2017, otherwise known as the Trump Tax Cuts.
The following are hypothetical examples of statements of overconfidence, excessive humility, and confident humility by financial advisors. As you read them, examine how you would react if any were said to you.
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
As more women find themselves sandwiched between caring for their children and aging relatives, many struggle to balance their short-term responsibilities with their long-term financial plans.
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
As an advisor, you must recognize that you’re not simply in the financial advice business. First and foremost, you’re in the problem-solving business.
Understanding how to help a couple explore each partner’s financial history and validate their goals and anxieties can make all the difference in helping them reach a middle ground without feeling sidelined or resentful.