I will analyze the pros and cons of three funds to access the reinsurance market.

For over a year, bond traders have been whipsawed by uncertainty about how high the Federal Reserve will push interest rates.

As fast as it went up for value managers, it’s coming down. The culprit is the all-consuming craze for artificial intelligence.

While tuition is the main qualified expense you think of when you get a 529, there are other tangential education expenses that will also qualify.

Here are four things advisors get wrong about tax-loss harvesting.

529 plan benefits abound no matter which type of plan you choose. Read on to get a full understanding of what 529 plans can do for you.

The artificial intelligence boom is handing a big win to hedge funds angling for an edge.

When portfolio manager David Lipner said he was quitting billionaire Izzy Englander’s Millennium Management to join a rival, the hedge fund countered with an unusual proposal: A one-year paid sabbatical and an incentive upon return if Lipner stayed.

Before your prospects are willing to pay for anything, they need to see (not just hear) what it is they’re buying.

Brex, a credit-card startup, has seen a surge in usage of its products following this year’s regional banking turmoil.

Wall Street veteran Bob Michele is eyeing opportunities in intermediate government bonds and investment grade credit as the US edges toward a recession by the end of the year.

Ross Perot Jr., whose family is one of the largest independent property developers in the country, warned of a looming real estate recession if banks don’t start lending again.

A two-day M&A conference highlighted the growing influence of private-equity investors in the RIA business.

My advice to prepare for the “big” meeting is this…

Without understanding people – how they think and act, and what they believe – you can’t effectively help them, no matter how good you are at planning or asset allocation.

We all dread the death clutch of the meeting monster.

The latest artificial intelligence hype is powering a massive surge in the stock market on bets that a new era of innovation is nigh.

Stock investors who planned for one thing in 2023 are getting something else entirely. Now, with the tech-obsessed market at risk of running away from them, the race is on to catch up.

Central bank digital currencies (CBDCs) are the next step in financial innovation. The government will do what it deems in its best interests. CBDCs will replace physical currency; it's just a question of when.

As the debt limit negotiations near resolution, the specter of a default recedes. But the lesson is that both sides were willing to play chicken with the train.

A digital-marketing audit typically includes an analysis of the following elements.

A range-bound VIX between 20-35 has common markers and dynamics which signal a “crisis gateway” that deserves a defensive posture.

Treasury bills maturing in the first half of June rallied as trading resumed following the Memorial Day holiday after a deal to lift the debt ceiling eased concern over the prospect of a calamitous US default.

Advising professional athletes is an exciting and rewarding experience. It also presents unique challenges that require a different approach than working with more traditional clients.

When Jamie Dimon takes center stage at JPMorgan Chase & Co.’s China summit Wednesday, he’ll be confronting a business landscape that looks vastly different from his visit four years ago.

Nvidia Corp. is poised to become the world’s first chipmaker with a $1 trillion market capitalization, joining an exclusive club of American companies with a valuation that high.

There are not four, 10, or even 72 money scripts. A money script can be very personal, and a person can have literally hundreds of them.

Exchange-traded funds tracking companies that are linked to artificial intelligence may see their assets grow three-fold to $35 billion by 2030, a report by Bloomberg Intelligence shows.

Republican and White House negotiators are moving closer to an agreement to raise the debt limit and cap federal spending for two years, according to people familiar with the matter, as time grows short to avert a catastrophic US default.

An end-of-week feeding frenzy in options of the world’s biggest companies has emerged as two of the hottest trends on Wall Street collide.

Here are some practical tips for optimizing your social media presence as a financial advisor.

Here are the four blind spots inside of the typical advisor’s intake process

Investors should rely on the wisdom of crowds as expressed through bond yields, not credit rating agencies, to judge fixed-income credit risk.

The tension around the US debt-limit negotiations ratcheted up after Fitch Ratings warned the nation’s AAA rating was under threat from a political standoff that’s preventing a deal.

The 60/40 portfolio – and diversification in general – is undeniably justified.

AI’s arrival will have an increasingly large impact on our lives. That includes investing and, especially, other aspects of financial planning.

Microsoft Corp. is bringing its Bing search engine to OpenAI Inc.’s ChatGPT, further tightening ties with the artificial intelligence startup in a bid to challenge Google.

Debt limit talks in Washington have hit a fresh impasse with negotiators far apart on key issues, especially the spending cuts demanded by Republicans, as time runs short to avert a historic US default.

I am struggling with best ways to organize my thoughts and prepare something our advisors will validate and be willing to send.

Here are a few strategies to ease the change-management process, bringing advisors of every age and background onto the right path toward adoption.

Why does giving away my expertise make sense, and why should you follow my lead?

The Fed failed to recognize the danger of its loose monetary policy in 2021. We are seeing its pernicious effect, as the money supply and velocity combined to inflict non-transitory inflation.

We must understand our clients’ purposes and how they fit together in their lives. We need to take the initiative when rebalancing is in order.

Bond-market titans BlackRock Inc., Pacific Investment Management Co. and Vanguard Group Inc. are warning that recent violent swings in US Treasuries are only the beginning of a new era of volatility that’s here to stay until central banks conquer inflation.

Some previously steadfast bears are showing signs of giving in after a seven-month advance put the S&P 500 on the edge of a key chart line.

Here’s a quick guide to avoiding the trap of micromanagement and promoting productivity, innovation, and employee satisfaction.

A better retirement stress test would focus on the standard of living in retirement and how spending would need to change in times of market turmoil or heightened inflation.

Is it efficient and productive to have four people do a job that appears to take two?

Social Security has always been born from political rather than financial necessity. The initial retirement age was not based on life expectancy but rather on the political and social realities of the time.

We propose a golf-inspired advisor assessment framework with a scorecard, fairway average and handicap as performance measures to quantitatively assess an advisors’ investment performance.