As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
Being good at what you do is no longer enough to differentiate yourself from other advisors.
Millennials want to be valued team members. They value productive working relationships with their supervisors. Here my leadership lessons for millennial team members.
Implementing technology that comprehensively supports every business objective is about a consultative, hands-on relationship with the vendor.
Private credit can be an attractive asset that has provided high yield and protection against the risks of rising inflation. In addition, the asset class has a strong credit history – specifically senior, secured, sponsored debt.
Banco Bradesco SA, Brazil’s second-biggest bank by market value, plans to buy more minority stakes in tech companies to speed up its expansion in the US.
The bond market humbled Wall Street’s best and brightest in 2022.
Sales of previously owned US homes fell for a 10th-straight month in November, extending a record decline as high mortgage rates continue to stifle affordability.
Buying a plot of land in rural America has never been so expensive. And that’s even with soaring interest rates.
A year ago, Tesla Inc. seemed unbeatable, with its shares near a record high amid soaring optimism for the global electric-vehicle market. Now investors are struggling to see a bottom.
Putting 60% of a portfolio in stocks and 40% in bonds is supposed to hedge against both assets dropping simultaneously. But it didn’t pan out that way in 2022.
It is easier to give stock than cash as a gift, and there are benefits for you.
Funnel marketing worked reasonably well until two to three years ago, but it’s been failing ever since. Here's why.
The Fed’s repeated manipulation of the price of capital has weakened productivity growth and reduced economic activity. Ultimately it is the citizens that pay the price.
Grayscale Investments’ proposal to buy out certain holders of its flagship Bitcoin trust is the money manager’s latest bid to stanch losses in a fund that’s been a linchpin in the dramatic rise and fall of the cryptocurrency universe.
Stubbornly high inflation, soaring borrowing costs and geopolitical uncertainty hindered dealmaking in 2022, sending global mergers and acquisitions activity down by almost a third compared with last year’s record haul.
The Federal Reserve’s policy makers are going to become incrementally more dovish in 2023, as a new roster of senior officials brings a greater focus on maximum employment to its policy-setting committee.
Elon Musk, Twitter Inc.’s new owner and until recently the world’s richest person, has spent most of the past two months pouring his time, energy and finances into the highest-profile social network on the internet.
Investors ready to turn the page on the worst year for equities since the global financial crisis should brace for more pain heading into 2023.
As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.
The year isn't yet done with rattling investors' cages. The Bank of Japan’s surprise widening of its yield curve-control policy on 10-year government bonds will have an impact far beyond its shores.
For a century, the world’s oceangoing fleet has been powered by crude. The 50,000 ships plowing the high seas consume more than five million barrels every day, not much less than all the aircraft in the sky.
Investors have bid farewell to FOMO and are bracing for even more impact after a year in which profitless tech firms, special purpose acquisition companies and anything crypto-related went into a tailspin.
Wall Street’s stock market soothsayers weren’t entirely wrong about 2022. In fact, S&P 500 Index earnings are on pace to match the consensus forecasts that analysts submitted about a year ago. Stock prices, however, are another story.
Certain events change the course of history, or at least the trajectory of the global economy. To name a few: the Black Death, the invention of the steam engine and World War II, and now the scourge of Covid-19.
Happy Holidays from Bob, Sally and their grandchildren
Over the years, clients have told me what resonated when I spoke to them. But there have been three situations that go beyond my expertise and ability to be helpful.
During our holiday party, one of my longest tenured advisors came up to me to say how appalling he thought it was that we held such “an expensive party.”
Grayscale Investments is considering appealing to the same US regulator that it’s currently suing for permission to buy back shares of its heavily discounted Bitcoin trust should the firm’s lawsuit fail.
Private equity titans including KKR & Co. and Thoma Bravo pursued unorthodox paths to dealmaking this year in response to a challenging environment likely to persist in 2023.
An economist who foresaw the popping of the housing bubble more than 15 years ago expects US home prices to fall between 8% and 12% over the next two years as rising rates cut into pandemic-era demand.
The remains of Sam Bankman-Fried’s former empire FTX Group are drawing interest from some of the largest names in distressed investing, in a daredevil bet that heavily discounted creditor claims on the bankrupt cryptocurrency conglomerate will ultimately pay off.
The following article provides an important perspective on Gen Z’s entrance into the workforce.
Oil rose in a session marked by waning liquidity ahead of the holiday season, strengthened by a softer dollar and a potential boost in energy demand after China abandoned its Covid Zero policy.
Here are nine tips that will help your family members stay healthy and financially secure as they age.
The research is clear: Americans are becoming less generous over the holidays. Not to sound too much like a Scrooge, but this is not necessarily a bad thing.
Surging mortgage rates have brought the housing market down from its giddy highs earlier this year.
The collapse in the personal US saving rate to near a record low has fueled a narrative that consumers are clearly strapped heading into 2023.
Here’s how advisors can deliver massive value using “buckets” and “guardrails” to empower clients to act during times of economic turmoil.
With all the supply chain chaos, inflation, and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge.
Allan Roth’s recent article, The 4% Rule Just Became a Whole Lot Easier, promises too much, makes inaccurate comparisons and blurs the notion of risk.
This wasn’t the year hoped for in the crypto and blockchain space, especially for stakeholders and investors.
Here’s a breakdown of the pros and cons of trading in your traditional bank for a virtual banking experience.
At a recent climate-finance meeting attended by Wall Street giants including BlackRock Inc. and Goldman Sachs Group Inc., no one spoke until a lawyer had finished reading out a disclaimer stating the group was not a cartel.
Amazon.com Inc.’s founder has long been obsessed with the company’s beginning — and its end.
The dispiriting thing about the Securities and Exchange Commission’s 400-page proposal to re-engineer financial markets, and the response from outside the agency, is that lawyers and economists are arguing over questions that have easy technical solutions.
Monetary policy is more like the World Cup than it is like mathematics or great literature.
A handful of giant firms are gaining dominance over the hottest corners of the hedge fund industry. This year showed why.
It was a weird year on Wall Street.
