After a stretch of wildly positive economic surprises, the latest US retail sales data felt like more of a mixed bag: the top-line number missed forecasts and, partially in response, stocks drifted aimlessly between losses and modest gains.

When asked about how tighter regulations affect banks’ business models, JPMorgan Chase & Co.’s Chief Executive Officer Jamie Dimon commented that it was great news for hedge funds and private equity firms.

Richard Cooper’s phone is something of an early alarm bell for the global economy. Lately, it’s been ringing a lot.

Traders now have no doubt: the Federal Reserve will start raising interest rates once again next week.

The best argument in favor of approving new Bitcoin exchange-traded funds is that they already exist, tracking futures. Sadly for the crypto crowd, that’s also the best argument for why nobody needs a new one.

The pioneer of the world’s first “buffer ETFs” — exchange-traded funds that are supposed to limit losses during market selloffs — has launched a new product that it says offers investors complete downside protection.

Ironically, many advisors allow their prospects to avoid being decisive.

Investors with $250,000 or more to spend on municipal bonds are increasingly seeking opportunities to pick and choose what goes into their portfolios.

Healthcare stocks have been laggards on the back of cost pressures and punitive regulations. But the long-term trends are extremely favorable, making the sector a compelling opportunity.

Cathie Wood said Nvidia Corp. is now an “obvious” artificial intelligence bet, and she’s buying up shares of other companies that can capture more upside from the potentially transformative technology.

While the deeply inverted yield curve has stoked anxiety among investors about the prospect of a recession, Goldman Sachs Group Inc. has a different message: stop worrying about it.

When a “special rebalance” of the Nasdaq 100 Index was touched off to curb the dominance of the biggest technology stocks, Meta Platforms Inc. was the only mega-cap to fall below a crucial threshold for downsizing. Now it seems the social media giant will be pared back anyway.

Dial into any bank earnings call these days and you will hear lots of talk about “deposit beta.” The phrase came up 29 times in the presentations following results from four of the largest US banks last week. A metric that analysts have tracked for years has hit the mainstream.

For high-net-worth families, especially those whose family members have unique healthcare needs, it’s critical to have a detailed emergency plan in place.

Everyone can be happy about the recently reported decline in the US inflation rate, but how and why did it fall so quickly without causing a recession on the way down?

Here are four steps to train your staff to learn and retain new skills.

According to reasonable and trustworthy data, we are not in a recession.

On May 16, the CFP Board adopted revised Procedural Rules addressing procedures for investigating alleged misconduct and enforcing its Code of Ethics and Standards of Conduct.

New research has documented the persistent failure of investing based on artificial intelligence (AI). This is unsurprising, given the challenges of active management and the widespread inadequacy of humans to outperform an index fund.

The next time someone expresses a firmly held opinion about homelessness, ever so gently recommend that they read Homelessness is a Housing Problem. The more people who read this book, the closer we’ll be to a solution.

To find undiscovered investment strategies, financial advisors must perform due diligence that goes beyond track records.

In this interview, Woody Brock discusses why the dollar will remain as the reserve currency, his outlook for inflation, and how AI will affect the economy and the job market.

Earnings reports on Friday showed Citigroup Inc., JPMorgan Chase & Co. and Wells Fargo & Co. gained big time from their size and the extra support the Federal Reserve injected into the banking system in March.

Whether you are examining the evolution of the US economy or the impact of monetary policy, one of the noteworthy developments this year is not what has happened but rather what has not.

Equity strategists are boosting earnings forecasts for the S&P 500 Index over the coming year faster than they are marking them down, pushing a key indicator tracking the momentum of analyst revisions well off its November nadir.

China’s disappointing economic growth figures prompted several economists to downgrade their forecasts for the year, citing major weaknesses in the recovery and Beijing’s relatively muted stimulus-response.

Investors loading up on long-term bonds have a history at their back.

JPMorgan Chase & Co.’s revenue soared to a record in the second quarter, boosted by the Federal Reserve’s interest-rate hikes and its acquisition of First Republic Bank.

The US Federal Trade Commission has opened an investigation into OpenAI Inc., questioning whether its popular ChatGPT conversational AI bot puts consumers’ reputations and data at risk, according to a person familiar with the matter.

Investors have more investment options than ever before, thanks to the number and variety of exchange-traded funds available to everyone. Think of an investment strategy, and it’s probably available in an ETF.

Elon Musk announced his new artificial intelligence company xAI on Wednesday, stating that its aim was to “understand the true nature of the universe.”

Maybe it’s something about the dog days of summer — the record heat in the last few weeks has made everyone a little delirious — but the July-August period is proving particularly popular for “pivot” rallies in US financial markets.

Signs are emerging that Japanese retail investors are getting on the equity bandwagon after having largely missed out on a historic rally.

Bonds rallied for a second day as traders bet an aggressive streak of global interest-rate hikes is close to ending, bolstered by optimism that inflation in the world’s biggest economy will continue to slow.

With the S&P 500 up 25% in nine months and sitting at its best level since April 2022, people want to know: is an all-time high next? John Flood, a partner at Goldman Sachs Group Inc., thinks so.

The bond market’s re-energized bulls may want to dial down their excitement because their fortunes hinge on whether an abstract, almost elusive number, is as low as they assume.

The dollar has defied predictions of a prolonged slump since at least the beginning of the year but top money managers say it’s now on borrowed time as US exceptionalism wanes.

Call me superstitious or contrarian — or maybe just a procrastinator — but I only started worrying about a recession last week.

It seems fitting that one of Google’s most important inventions — one that would come back to haunt the company — was initially devised over lunch.

Silicon Valley venture capitalists are racing to get into artificial intelligence companies — including investors who once bet big on crypto.

Here are four productivity pitfalls that we’re all guilty of and insightful ways you can climb out of them.

I’m always stunned by how very smart people can struggle with ways to communicate clearly and effectively so the audience knows what’s being shared.

You can now create engaging videos using AI and use them to publicize your blogs and firm.

It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.

One way to deal with the current global economic uncertainty is to search for consistent and reliable indicators to help you navigate the chaos. Another way is to focus on some time-honored verities about savings and human capital.

When New York Governor Kathy Hochul introduced a plan to build 800,000 housing units over the next decade, opponents immediately conjured up worst-case scenarios.

Everyone can stop all the hand-wringing over the “over-concentration” of the Nasdaq 100: The index provider is doing something about it, as expected, in a sign that the system is working as intended after all.

Schwab Asset Management is seeking to draw investors to its high-yield bond exchange-traded fund with one of the lowest fees in the industry, even as rising rates and default fears rattle the asset class.

Wall Street is finding ways to trade the “special rebalance” of the Nasdaq 100 as the overconcentration of mega-cap firms breaches an upper limit in the tech-heavy gauge. They’re investing in QQQE.

Investors will not be willing to pay an above-average valuation for what will seem like below-average profit growth.