The extreme volatility from November 26 to December 3 caused many clients to panic. By using deep analytics, advisors can illustrate that this episode – and others like it – were not that unusual.
The biggest owner of stocks in the world tends not to look at the headline numbers provided by ESG ratings firms, and says only by digging into the underlying data does it find the information needed to guide portfolio decisions.
Betting on flashy names like Shawn “Jay-Z” Carter, Shaquille O’Neal and Martha Stewart to boost blank-check companies this year left investors mostly in the red.
The head of President Joe Biden’s Council of Economic Advisers expressed confidence that high inflation will fade in 2022 as supply bottlenecks ease and more Americans return to work, even as the price spike has proved more persistent than many economists had been expecting.
Surging gasoline demand may limit the success of the Biden Administration’s efforts to nudge pump prices much lower.
A food price surge propelled by supply chain snags, weather woes and pent-up demand is coming to an end, said the top executive of one of the world’s largest agricultural companies.
The finger-pointing has already started after data glitches resulted in the brief display of astronomical gains for many cryptocurrencies late Tuesday.
Federal Reserve officials intensified their battle against the hottest inflation in a generation by shifting to end their asset-buying program earlier and signaling they favor raising interest rates in 2022 at a faster pace than expected.
The Federal Reserve, caught embarrassingly offside in its view of U.S. inflation, had to do something to wrest back the narrative with its final policy decision of 2021.
Federal Reserve Chair Jerome Powell said officials have begun to debate when to start shrinking the central bank’s massive balance sheet, but their approach the last time they did this may not be the best way this time around.
As advisors, it is up to us to help prospects and clients appreciate our full value.
From the first time prospects and clients hear your name, these ideas will create an “ideal client experience” framework.
One of the interesting aspects of the brief selloff in stocks in late November was that breadth deteriorated markedly. The broad indexes were only down a few percentage points, but there were more than a thousand stocks making 52-week lows on a daily basis.
A hasty policy shift by central banks anxious to tame surging inflation is the biggest downside risk for global stocks next year, according to an informal Bloomberg News survey of fund managers.
Oil fell as the International Energy Agency said the global oil market has returned to surplus, while some countries tightened restrictions in an effort to tame the omicron variant’s spread.
The U.S. Treasury is launching an effort to examine the distribution of federal benefits and taxation by race, starting with a look at the pandemic relief payments that were due to most American households.
Former U.S. Treasury Secretary Lawrence Summers warned of the risk of a “spontaneous deflating of financial markets” that have been pumped up by retail buying and exuberant investors.
Get ready to hear about Americans’ $1.58 trillion of student loans again.
A large portion of the advisor community would be far better off under the RIA model, yet many of those advisors will never take advantage of it.
Why doesn’t my staff see my appreciation in action and how could they be upset about donations to organizations they care about?
Given your background and training, you may believe data is superior to instinct when you’re confronted with challenging decisions.Recent studies question this assumption.
I’ve seen a lot of celebrity and CEO couples who have been married for a long time go through a divorce. The usual norm is that marital assets are subject to division. But where do financial investments fit into this equation?
What’s up with crypto, and should it be in your portfolio?
The process of influencing people to do business with you – or to take a certain course of action – involves selling.
Advisors breach their fiduciary duty when they fail to recommend guaranteed income products.
Celebrated venture capitalist John Doerr’s new book, “Speed and Scale,” offers a solution to the threats posed by climate change. But it is so mired in the swamp of the terms of the discussion that its proposed solutions will go unnoticed and have little impact.
If 2020 was the year we all learned about epidemiology, 2021 has taught us more than we ever wanted to know about inflation. Price rises had remained calm and controlled for four decades, ever since the U.S. Federal Reserve under Paul Volcker hiked interest rates aggressively in the early 1980s.
One of cryptocurrency’s spiritual forebears, Timothy C. May, predicted in the 1990s that untraceable digital cash would allow online casinos, bank secrecy and money laundering to flourish. Although laws would be dodged, he said, the individual anonymity and freedom would be worth it — at least, until the inevitable government backlash.
Oil slipped in New York as traders weighed the risks from the omicron variant and OPEC boosted its forecast for global crude demand.
The inflation wave that’s sweeping through the global economy is playing into an investment niche that a small group of people in finance have spent years developing: farmland.
This Christmas shopping season is not such a holly-jolly time to be a retailer. Winter goods have arrived late. Temporary employees are hard to find. And if those challenges weren’t enough, a new Covid-19 variant is threatening to put a fresh pandemic damper on the holidays.
A big inventory cycle may soon unfold as early holiday gift-buying by U.S. consumers reverses and supplies of goods start to leap.
Clients struggle with making right the Social Security claiming decision. This article provides a six-step process to guide clients through the complexity of Social Security.
In this article, I cover the most popular approaches to managing the rebalancing frequency. This may help you feel confident in your own approach or give you new ideas.
Fiona Hill’s tour d’horizon of the worldwide populist backlash is an essential, and highly enjoyable, essential reading for anyone who cares about the health of our economy, our society, and our democracy.
New research on corporate bonds shows that investors driven by ESG mandates have reduced the cost of capital for “green” companies – thereby achieving their goal of addressing concerns around climate change.
In many ways, introverts are better networkers than extroverts. I know what you’re thinking. How can that be? No way!
Can an investment advisor be a stakeholder company while also discharging its fiduciary obligation to clients?
A corporate pledge to hire and promote one million Black workers into middle-class jobs within a decade needs to increase fivefold over the next year to get on pace to reach that goal.
As President Joe Biden’s $2 trillion social spending package has made its way through Congress, some of Democrats’ most ambitious higher-education plans, such as wide-scale student-loan forgiveness, have been abandoned.
The U.S. is poised to enter Year Three of the pandemic with both a booming economy and a still-mutating virus. But for Washington and Wall Street, one Covid aftershock is eclipsing almost everything else.
A sea change is happening in the world of work. In fact, it’s a sea, air and wildlife change.
Bitcoin declined for the first time in five trading sessions, with losses accelerating after it failed to sustain the positive momentum seen following this past weekend’s flash crash.
The bloodbath in the frothiest corners of financial markets may have some venture capitalists wondering if it’s time to walk away.
This Christmas’s unexpected stocking stuffer might be an NFT.
The U.S. Federal Reserve has bitten the bullet: At their policy-making meeting next week, in recognition of persistent high inflation, officials will announce a speedier tapering of asset purchases that have been supporting economic growth.
For all the kudos that pension plans and other asset owners get for joining groups that pledge to reduce their carbon footprints, most aren’t directly voting on climate resolutions at annual shareholder meetings.
They’ve only just entered the workforce, but a significant swath of the newest crop of U.S. employees are already making plans for an early exit.
Most of the dire forecasts of the effects of rising carbon emissions and global warming assume no significant human response.
Executives of major cryptocurrency firms stepped into the glare of congressional scrutiny for the first time on Wednesday, telling lawmakers the burgeoning industry needs federal oversight but resisting some of the hardline policies that regulators have advocated.
