What was billed as the year of fixed income is morphing into a massive game of catch-up for investors trying to capture some of the stock market’s gains.

T. Rowe Price Group Inc., Allspring Global Investments and AllianceBernstein Holding LP are among investors seeking opportunities in longer-dated high-grade corporate bonds, reflecting bets that the peak in interest rates is nearing and a US recession would force policymakers to reverse course.

Here’s what is working best for my marketing and consulting firm. You may be able to use some of the same tools.

In the last couple of weeks, I have had numerous requests to facilitate discussions for large and small teams. Here are my best practices.

They’re the gilded class of high finance, whose shrewd bets and jumbo-sized paydays are the envy of Wall Street.

A type of charcoal first used by Amazonian tribes thousands of years ago is becoming a key component of net-zero goals set by Microsoft Corp., JPMorgan Chase & Co., and other blue chip companies eager to offset their carbon emissions.

If you’re losing five, six, or even seven out of every 10 prospect each month, that’s a lot of value slipping away.

You can achieve your business goals via a sale or merger so long as you clearly access and articulate what you don’t want – essentially, your deal breakers.

Here are the key elements you need to financially “undress” to weed out the trouble spots in your practice.

The spring of 2022 was rough for the US economy. Markets plunged while inflation spiked. “Stagflation” was the word of the day, and for a period of time, there was some merit to that outlook.

As high mortgage rates make potential sellers wary of listing a home and buyers feverishly compete for disappearing inventory, some employers are stepping in to offer employees affordable housing solutions. An offer too good to refuse? It may not be as simple as that.

Analysts are rushing to raise target prices on Japanese trading companies as Warren Buffett’s increased holdings drive their shares to record highs.

Hedge funds that deploy a basket of computer algorithms for trading are gaining popularity in China after many investors got burned by human stock pickers.

One of Wall Street’s most bearish strategists isn’t giving in to the bullish about-turn in equities, saying investors may be in for “a rude awakening.”

The benchmark S&P 500 Index has been on quite a rally, having risen 24% since October. At a level of about 4,433, it's already above the median year-end target of 4,100 in a Bloomberg News survey of 23 Wall Street strategists.

While there are dozens of variables and decisions that go into transitioning to the RIA model, two of the more meaningful hurdles are registering your RIA and getting a clearing agreement with a custodian.

Believing you don’t deserve money is one of the 10 most common money scripts. But holding this belief has very little to do with whether society, friends, or family view you as deserving.

This year’s annual rebalancing of the FTSE Russell’s stock indexes, when companies are added or kicked out of the equity gauges, will be a headache for active portfolio managers.

The S&P 500 may have entered a technical bull market last week, but Bank of America Corp.’s Michael Hartnett says it’s not the start of a new major rally in equities.

Ignore the “noise” of the market and adhere to your well-thought-out asset-allocation strategy that acknowledges both the virtual certainty of recessions and bear markets while also recognizing that trying to time the market based on economic forecasts is likely to prove counterproductive.

The invasion of Ukraine may change many things, but the longest-lasting implication may be a reorienting of the post-World War II status quo and the unquestioned role of the United States dollar as the reserve currency for global trade.

Money managers are flocking to extremely precise fixed-income exchange-traded funds as a hawkish central bank and economic uncertainty batter the bond market.

The gravity-defying bull market is handing stock investors a fresh conundrum as an unusually big pile of options expires Friday: Chase gains via bullish derivatives or hedge with bearish bets?

BlackRock Inc. is trying its hand at potentially getting the first spot-Bitcoin exchange-traded fund launched in the US.

A diligent worker who invests for retirement will effectively lose the value of the dollars they’ve saved if they don’t also make an investment in their health.

Bob had lunch last week with a long-time reader and APViewpoint commentator.

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

Investors seeking to capitalize on artificial intelligence are harkening back to another period when a technological advancement caused a market frenzy: the dot-com era.

Bond traders are stepping up wagers that the Federal Reserve will steer the US economy into a recession.

Turns out not even hawkish saber-rattling by the Federal Reserve is enough to awaken stock investors from the spell cast on them by artificial intelligence.

Fintech can be a good way to combine the value opportunities of a technology stock with the stability often offered by financial institutions. Here’s what you need to know.

Artificial intelligence tools have demonstrated the capability to shake up nearly any industry. That includes financial advising.

The US core consumer price index — which excludes volatile food and energy prices — rose 0.4% in May from a month earlier, extending its streak of moderately bad inflation readings of roughly that size to six. On a three-month annualized basis, core CPI has been around 5% since November.

SoFi Technologies Inc. is rising for a ninth straight day, as optimism over plans to restart student loan payments has yielded a record run of gains.

Federal Reserve officials paused on Wednesday following 15 months of interest-rate hikes but signaled they would likely resume tightening to cool inflation, projecting more increases than economists and investors expected.

I share valuable tools to improve the odds of success using a relative-rotation strategy.

With interest rates elevated and the number of UK mortgage deals shrinking on a daily basis, many borrowers are seeking to shore up their finances by paying down their home loans early. However, just because you can doesn’t mean you should.

Ken Griffin, whose hedge fund churned out a record $16 billion for clients last year, is increasing his focus on credit trading as he braces for a potential US recession.

Advisors who use a coach not only see their goals implemented but earn more money.

We live in an age of goody-goody business. Companies wear their compassion on their sleeves in the form of ever more elaborate rainbow flags and inclusivity statements.

The market for wagers on the course of Federal Reserve policy shows that traders now expect the US central bank’s policy rate will peak in September, where they previously looked for it to crest in July.

Here are some tips to make your use of GPT-4 more efficient.

Advisors are picking sides and staying in their silos. It’s creating havoc.

Oracle Corp. surged to a record high after the company said its cloud-computing business will continue its rapid growth in the coming fiscal year.

Don't let geography hold you back from achieving success in a lucrative niche.

Tour CPA partnerships will require certain conditions to flourish. Keep in mind these critical dos and don’ts.

The crypto verse has seen what seems like a lifetime of ups and downs already this year, yet activity in products linked to the industry has been nearly nonexistent, with analysts saying that investors have abandoned the sector without plans to come back anytime soon.

Cathie Wood’s funds have reentered Meta Platforms Inc. and Taiwan Semiconductor Manufacturing Co. after nearly a year and a half, as the high-profile manager makes new bets on artificial intelligence and chips.

Here are the four things every prospect process must have to successfully land your next ideal client.

William Eigen isn’t about to apologize for his bond fund’s performance this year. Yes, his $8.7 billion JPMorgan Strategic Income Opportunities Fund is trailing about 60% of its peers after trouncing nearly every one of them last year.