Federal Reserve Chair Jerome Powell downplayed the prospects of tension with the incoming Trump administration and said he expects officials can move cautiously as they continue lowering interest rates.
We are all familiar with this SEC-required warning that “past performance does not predict future performance.”
Dan Suzuki analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs.
Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.
A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
Business owners have unique needs; among them are answering the question of how to preserve wealth and successfully transition their businesses.
Join the experts at Clark Capital Management Group as they explore how advisors can help business owners navigate liquidity events, plan for succession, and plan for the next big change. Drawing on experience from hundreds of business owner clients and the expertise of Clark Capital’s Client Portfolio Management Team, this free educational webcast is a can’t-miss event for advisors seeking to better serve their clients.
Understanding how money impacts human behavior and psychology may help serve your clients effectively.
In this article, Beverly Flaxington gives advice on how to navigate organizing events for staff and clients.
By understanding annuities, debunking myths, and staying on top of tax implications, you can offer your clients the financial stability they crave. Regular reviews, proactive communication, and continuous education are the keys to success.
China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence, and a lack of demand for actual AI usage coupled with geopolitical pressures make it unlikely they can cash in anytime soon.
The $1.8 trillion federal budget deficit in the fiscal year that ended in September was the third biggest ever in dollar terms, trailing only the pandemic deficits of the 2020 and 2021 fiscal years. As a share of gross domestic product, a better gauge for historical comparisons, it was, at 6.4%, the biggest ever outside of a large war or global crisis.
Next week’s European Central Bank meeting is more important than it might first appear.
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
Donald Trump’s tariff barrage may trigger a response from the Federal Reserve that the new president won’t like.
Bond traders are positioning for the US Treasuries market to extend its recent advance, showing confidence that yields will continue to pull back from the peaks hit after Donald Trump’s election victory.
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
While politics garner headlines, fundamentals drive the market over the long term.
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
Armada’s Phil Bak discusses wrapping private assets in ETFs and fields rapid-fire questions on some of the industry’s hottest topics. VettaFi’s Kirsten Chang explains “ETFs going Hollywood”, with a growing list of prominent individuals now launching products.
Embracing technology is essential in wealth management. Our clients expect – as they should – that we’ll stay on top of trends and use digital tools for their benefit where it makes sense.
For couples, merging two financial lives can be tricky. Not every financial planner has the skills to effectively help you navigate that challenge. Yet the right advisor can guide you away from chronic money conflict and toward a successful partnership.
Dollar bulls emboldened by Donald Trump’s win are entering a month that has historically punished the greenback.
BlackRock Inc. agreed to buy HPS Investment Partners in an all-stock deal valued at roughly $12 billion, a purchase that will propel the world’s largest asset manager into the highest ranks of private credit.
It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.
One of the most important issues for Congress next year is tax reform.
Next year, the US Federal Reserve will undertake an exercise with global implications: the periodic monetary policy framework review, at which it rethinks its approach to managing the world’s largest economy.
The 2024 wild ride has proven to be a continuation of last year’s.
With U.S. markets digesting disinflation with extreme valuations and concentration risk among mega-cap stocks, U.S. small-cap stocks may provide an attractive entry point relative to U.S. large-caps as we head into 2025. Importantly, a focus on quality companies within a small-cap allocation is paramount to help protect against the drawdowns that sometimes occur in small-cap stocks during periods of market volatility.
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
It’s hard to keep track of all the theories about inflation. Remember policymakers and analysts blaming the surge in inflation in 2021-22 on supply-chain disruptions, too much government spending, and Putin invading Ukraine? Now some are saying that tariffs and deportations are going to cause a second surge in inflation.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
As a result of the election and rate cuts, the stock market indices surged to new highs in anticipation of lower taxes & looser regulations.
Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.
To truly benefit from stock investing, it’s necessary to embrace both the emotions and the rewards that come with positive skew. This means learning to live with tail events. It may be uncomfortable when they occur, but they are an integral part of long-term success in the stock market.
Short-term rates are going down because the Treasury is issuing related debt at lower rates. Meanwhile, long-term rates are going up because the Fed is not intervening.. The Fed is trapped in a vicious cycle. Can you see a way out?
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.
Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.
he best scandals are those that start when someone, somewhere, decides to say something utterly shocking: the truth! A senior official of the OPEC+ oil cartel has said publicly what many thought privately — the group has been keeping oil prices too high, effectively subsidizing its rivals.
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
Today’s video is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s.
US Treasuries fell on Monday as traders awaited a hefty week of economic data and speeches from Federal Reserve officials that will likely determine expectations for the central bank’s policy decision later this month.
