Every situation is a chance to strengthen relationships and align wealth with purpose, but some carry more urgency. The coming tax changes are a prime example, requiring action before year-end. Still, urgency should never overshadow meaningful dialogue. A deadline may start the conversation, but understanding is what sustains it.

Reflections on the unexpected outcomes of an unpredictable year.

While assets under management have grown modestly, the fund’s impressive Sharpe and Information ratios—outperforming the vast majority of its peers—validate the efficacy of its strategic partnership with Apollo.

Over the last couple of years, inflation alarmists such as Paul Tudor Jones, James Grant, and Jeff Gundlach have all said that inflation is returning with force. In different ways, they each stated that they would not own Treasury bonds due to the expectation that inflation would rise as the dollar declined due to the ongoing deficits.

AI’s third wave could represent a broadening opportunity set of companies for investors to capitalize with. Businesses that adopt AI into their operations could ramp up productivity and expand their valuations at a rapid pace.

Emerging markets are poised to start 2026 as a favored trade on Wall Street, with money managers betting a multi-year cycle of investment inflows is underway.

It’s crystal ball season again on Wall Street — the time when strategists attempt the impossible task of divining where the S&P 500 Index will end the next calendar year.

JPMorgan Chase & Co. is considering offering cryptocurrency trading to its institutional clients, as large banks around the world deepen their involvement in the asset class.

State Street Corp. seemed to perfectly time the private-markets wave, debuting a private credit exchange-traded fund in February months ahead of an executive order that aimed to push more investors into alternative assets.

Gold and silver soared to all-time highs, as escalating geopolitical tensions and bets on further US rate cuts added momentum to the best annual performance in more than four decades.

Approaching retirement often brings a mix of excitement and anxiety as decades of saving meet the reality of market volatility. This article explores the "Danger Zone"—the critical window surrounding your retirement date...

The S&P 500 is near all-time highs, leading some to question whether markets are in a bubble. A careful analysis of past bull markets suggests this is not the case.

QE is back! On December 10, the Federal Reserve announced its plan to purchase $40 billion in Treasury securities each month for at least four months. Through these purchases, bank reserves will increase, and recent liquidity concerns should lessen.

While only two official dissenters opposed the December rate cut, dot-plot projections reveal that six Fed members, including four “silent dissenters,” were against easing, signaling deeper division within the Fed than headlines suggest.

This article explores the tension between individual economic outlooks and the institutional desire for collective stability in a highly scrutinized environment.

Shifting geopolitics are causing policymakers in Europe and Japan to step up fiscal spending to gain self-sufficiency and generate growth.

A Retirement Ready Dividend Portfolio for Young Investors In Part B of this series, Chuck Carnevale, co-founder of FAST Graphs and “Mr. Valuation,” continues building a dividend growth portfolio designed for younger investors who still have decades before retirement.

Energy can be either an enabler or a constraint. The latter happens when our creativity gets out of sync with the energy we can apply to it. This is happening right now and will get worse as artificial intelligence data centers demand more power than we have available.

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

As enthusiasm for artificial intelligence and its potential to reshape business models and deliver extraordinary profits accelerates, we worry that rational, disciplined investing is taking a back seat. Many investors appear to be abandoning fundamental analysis and prudent valuation in favor of paying any price to own the hottest stocks.

This year was a difficult one for Americans looking for work. Forecasters don’t see much improvement in their prospects coming in 2026.

Traders who spent most of December wondering if the typical year-end “Santa Claus rally” was ever going to kick in may finally be getting what they’ve been waiting for.

Three years ago Mustafa Ismael launched Karcsham Co., a Kenya-based company that resells Starlink devices and manages subscriptions for thousands of customers across a dozen African and Latin American countries.

Gold and silver hovered near record highs, after slower-than-expected inflation in the US supported bets for more interest-rate cuts.

GMO has posted a new 7-Year asset class forecast as of November 30, 2025.

The global race to build AI infrastructure has accelerated sharply. Estimated capital expenditures now total more than $5 trillion, equivalent to the annual GDP of Germany.

Mark Twain said, “History never repeats itself, but it rhymes!” Time magazine just came out with its “Person of the Year.”

Price inflation has slowed, but that doesn’t mean prices are coming down. They just aren’t rising quite as fast as they were.

The era of "easy" yield in money market funds is ending as the Federal Reserve begins its long-awaited series of rate cuts. To stay ahead of shifting borrowing costs, investors are increasingly looking toward the flexibility and proprietary research of actively managed fixed income ETFs.

In the current installment of The Roundup, Oaktree experts explore the need for renewed vigilance in the direct lending market, discuss the future of private credit in Europe, identify the evolution of the high yield bond market, and reflect on the backdrop for emerging markets equities.

Franklin Equity Group’s Grant Bowers suggests the US economy may be approaching a Goldilocks equilibrium in 2026, supported by stable growth, anchored inflation and policy tailwinds.

Understand how a recession is defined and how to avoid common investment mistakes during recession-driven stock market downturns.

Investors navigating the 2026 landscape must balance a fragmented "K-shaped" consumer market against the tailwinds of falling interest rates and the "One Big Beautiful Bill Act" (OBBBA). Despite a cautious Federal Reserve and potential government shutdowns, the prevailing view is that structural transformation and fiscal support will foster economic resilience.

Treasuries gained across the curve as softer-than-forecast US inflation data led traders to step up bets that the Federal Reserve will cut interest-rate next year.

In the world of exchange-traded funds, some investors tend to look at index-based ETFs as static alternatives to the more flexible active funds. However, that is not necessarily the case. Index-based funds do move their assets around, particularly when their underlying indexes rebalance at points throughout the year.

This year’s research highlights a clear investor preference for high-conviction themes like crypto, global defense, and commodities, which dominated both inflows and market discourse.

Gold traded near a record as investors assessed US inflation data that came in softer than expected. Platinum extended a breakneck rally that saw it surge close to $2,000 an ounce.

Tesla’s surging valuation reflects Wall Street’s immense faith in Elon Musk’s AI and robotics vision, even as the company’s core automotive fundamentals face significant pressure.

The crypto market is struggling to find its footing as Bitcoin’s most "diamond-handed" investors continue a massive exit, offloading billions in previously dormant tokens.

The latest bout of volatility in US equity markets highlights a risk that strategists at JPMorgan Chase & Co. have been warning about: “extreme crowding” in stocks that have rallied hard this year.

In statistical terms, the coming year will offer a multi-modal distribution of possibilities: a plausible path of robust, AI-led growth sits in the middle, flanked by a productivity miracle on one side and a risk-laden, bond-market-led downside on the other. Investors and policymakers must prepare for all of these outcomes.

What were the key takeaways from last month’s numbers? Our corporate bond specialists look back at the market’s performance and provide incisive commentary to help you make sense of what drove the market—and what may be on the horizon for fixed income investors.

Many beneficiaries who inherited retirement accounts after 2019 must begin taking required minimum distributions in 2025 under the SECURE Act's 10-year rule. Our Bill Cass notes that heirs should plan distribution strategies based on their individual tax situations.

As widely expected, a divided Federal Reserve cut its benchmark interest rate by a quarter of a percentage point, marking the third consecutive meeting with a rate reduction. One voting member dissented in favor of a larger half-point cut, while two members voted to leave rates unchanged. T

LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI enthusiasm and further easing of monetary policy from the Fed.

Market value is often discussed, frequently quoted, and commonly misunderstood. In this article, I will explain what market value truly represents, how it is calculated, and why understanding it is so important for long-term investment success.

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

LPL Financial explores trending retirement policy shifts topics, including Trump Accounts and private equity’s expanding role in 401(k)s.

This video examines key data from the BLS Employment Situation Report with data through November 2025.