It was only three years ago that a dispute between an infamous crypto billionaire and a titan of the financial establishment became the center of attention at an annual event known as the Davos of the derivatives market.
An “insurance renaissance” is quietly reshaping a traditionally sleepy industry as a surge in annuities sales fuels demand for investment products with shorter duration and less liquidity, according to AllianceBernstein, an $806 billion asset manager owned by insurer Equitable.
Ben Inker and John Pease look at the economics of trade and tariffs at a theoretical level and explain why broadly applied tariffs are a needlessly economically way to achieve U.S. goals.
News related to tariffs, DOGE, geopolitical unrest, NVIDIA earnings, and more significantly impacted U.S. stock markets recently, with the S&P 500 retreating over 2.5% during the second half of February. There are signs that meaningful structural shifts are taking place in the market.
In today’s rapidly evolving financial landscape, advisors are expected to be more than just portfolio managers. Clients don’t just want investment recommendations—they seek a trusted partner who understands their financial needs, offers strategic guidance and provides peace of mind during turbulent times.
It was inevitable. Certain pieces of the market roared to insane valuations last year. Investors poured money into the markets and speculated stocks would keep rising forever. But, sentiment has shifted.
March came in like a lion, much to the bears’ delight. The S&P 500® plunged from its February 19 high on the heels of stern tariff talk and phrases like “a little bit of an adjustment period” from President Trump and the economy entering a “detox period,” as Treasury Secretary Bessent said last week.
The Liberal Party of Canada has wrapped up its leadership race, with Mark Carney winning by an overwhelming margin.
Warmer weather means that many animals come out of hibernation. Unfortunately for investors, market bears have also awakened from their slumber.
The average US 30-year mortgage rate declined for a sixth straight week to the lowest level since early December, sparking a pickup in purchase and refinancing activity.
US stocks gained after a volatile session as dip buyers emerged after a cooler-than-forecast February inflation report.
In a few short weeks, President Donald Trump has started silencing the buy-the-dip stock traders who set the tone on Wall Street for the better part of two decades.
There have been few winning strategies to seek refuge in as the stock rout sparked by President Donald Trump’s start-stop tariff war drags on for a third week.
After a search for a new chief executive officer that lasted more than three months, Intel Corp. has decided Lip-Bu Tan is the best choice to salvage the company’s future. He’ll take up the most difficult job in the chip business, Bloomberg News reported on Wednesday evening.
Learn why discounting can harm your reputation as an advisor and discover strategies to build trust and confidence with clients.
Navigating tax season can be even more confusing when facing the range of rules around IRA withdrawals, 529 plan distributions, and charitable deductions. Our Bill Cass details some common questions around tax filing.
The risk of a recession in the U.S. is not zero. This is particularly true as the current Administration tackles Government bloat and implements tariffs. However, before we discuss why the risk of a recession could increase, it is crucial to remember the 2022 experience.
Most of us associate 529 accounts with college savings. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool?
Germany is newly motivated to reconsider its fiscal restraint.
Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our benchmarks. The answer is, yes. Let’s review those prior circumstances to see if we can learn something about where we might be headed.
In a world of rich valuations and heightened geopolitical uncertainties, we believe Japanese equities are well positioned to deliver attractive returns.
Stock/bond divergence allows investors to reap the benefits of portfolio diversification, giving bond exchange-traded funds credence.
Recent US stock weakness may be related to a downturn in US economic data and headline shocks related to tariffs.
On the latest Road to Exchange, VettaFi’s Roxanna Islam interviewed author and Bread founder Kyla Scanlon. Scanlon is most known for her work as an influencer and her widely praised book, “In This Economy?,” Scanlon, who dissects and comments on markets in a unique way, will be speaking at the Exchange conference.
Join Global X ETFs for a forward-looking discussion about the latest trends that are supporting infrastructure development and electrification in the United States.
Bitcoin and other cryptocurrencies didn’t do much of anything following last week’s crypto summit at the White House.
If you have ever filed a homeowners insurance claim, you know it can feel more like an endurance test than a straightforward process. While insurers are legally required to honor valid claims, they have strong financial incentives to delay, underpay, or deny them whenever possible.
Treasuries fell despite evidence of cooler-than-expected US inflation as the data ignited a rebound in stock prices that eroded demand for bonds.
As the consumer goes, so goes the U.S. economy. Consumers make up roughly 70 percent of U.S. GDP.
For decades, the U.S. dollar’s dominance has rested on two pillars: America’s deep capital markets and its global security alliances. Today, both are under strain.
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
Global investment themes are shifting toward infrastructure, cybersecurity and energy expansion as demand outpaces supply in key sectors.
The EV shakeout is underway. When the dust settles, only a few players will remain. Many more will be relegated to the scrapyard of failed ambitions.
Precidian’s Stuart Thomas spotlights the firm’s innovative ADRhedged ETFs and explains the rationale for removing currency exposure. VettaFi’s Kirsten Chang discusses several recent ETF launches, including offerings from State Street, VistaShares, Quantify Funds, and Roundhill.
This video looks at the 10-year Treasury yield's historical trends since 1962, exploring its relationship with key economic indicators like the Fed Funds Rate (FFR), inflation, and the S&P 500.
Understanding your clients isn't just about knowing who they are – it's about seeing how they fit into your business. By writing, visualizing, and analyzing, you can uncover the hidden patterns that are holding you back.
Modern direct indexing tools, using sophisticated technology, can identify tax loss opportunities on a daily or even minute-by-minute basis. As time progresses, I believe more advisors will see the potential of direct indexing.
Costco's earnings may have disappointed in the near-term, but the company may be in a prime position to perform during a tariff showdown.
Blackstone Inc. has won approval from the US Securities and Exchange Commission to launch its newest private credit fund, one of the latest efforts to give individuals access to assets that are mostly backed by institutions.
US Treasuries surged and investors boosted their bets on Federal Reserve interest-rate cuts Monday as fear of a economic slowdown took hold across US markets.
Apple Inc. is preparing one of the most dramatic software overhauls in the company’s history, aiming to transform the interface of the iPhone, iPad and Mac for a new generation of users.
At the start of the year, our Investment Strategy Committee outlook was positive for both the economy and the equity market, supported by strong consumer, labor market, and corporate fundamentals.
It is true that tariffs are a tax. It is also true that tariff policies have been volatile…on and off again…different carve outs…different countries…phone calls that change things. All of this clearly has an impact on the market. So, we are not surprised to see stock market volatility.
Investor’s bearish sentiment has surged to levels that generally align with previous market corrections and crashes.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth talks about the KraneShares CSI China Internet ETF (KWEB) with Money Life host Chuck Jaffe. The pair covered a range of topics related to the fund, providing investors with a deeper understanding of the ETF.
Join Meb Faber and the other experts at Cambria Investment Management for a free educational webcast exploring an endowment style strategy.
WEIRDness provides rewards – wealth, the pursuit of happiness, political freedom – that should cause it to succeed, over the long run, in the Darwinian competition between social systems that we call “history.” I hope it wins. WEIRD is good.
On February 19, 2025, the Fed made a confounding statement about QT, aka balance sheet reduction. Per its latest FOMC minutes: “several participants suggest halting or slowing balance sheet reduction pending debt ceiling resolution.” Might the Fed be offering investors a liquidity warning cloaked as a reaction to a fiscal crisis?
