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Articles from our Weekly Newsletters

Cathie Wood Buys Most TSMC Depositary Receipts in Nearly a Year

Cathie Wood’s funds made their biggest purchase of Taiwan Semiconductor Manufacturing Co. shares in nearly a year, underscoring a change in stance from being mostly sellers of the chipmaker since the third quarter of last year.

America’s Debt Problem is Also a Retirement Problem

The wise minds at Moody’s Investors Service finally acknowledged last week what the other two main credit rating agencies did years ago.

BlackRock Adds to AI-Stocks Bet in $160 Billion Model Portfolios

The world’s largest asset manager is adding to bets on the artificial intelligence within its US model portfolios while trimming its overall equity risk because of tariff uncertainty.

Market Tests Investors’ Nerves as Stocks Sell Off After Auction

Investors dumped US stocks Wednesday afternoon following a disappointing Treasury auction that sent bond yields surging past levels seen during April’s market rout.

Private Equity's Big Guns Are Tearing Up the Rules on Leverage

As one of the world’s largest sovereign wealth funds warned this week that private equity is “very troubled” right now, a spate of recent buyout deals in Europe and the US points to a possible route out of the mire.

US Initial Jobless Claims Decline to Lowest Level in Four Weeks

Applications for US unemployment benefits fell to a four-week low, adding to evidence that the job market remains healthy in the face of growing uncertainty tied to trade policy.

Target Earnings Troubles Call for a Diversified Approach

With the latest Target earnings report coming in weaker than expected, advisors might want to reassess how they gain exposure to the company.

Bitcoin Options Traders Eye $300,000 With Record High In Sight

Bitcoin options traders are setting their sights on much higher prices while the largest cryptocurrency flirts with its fairly recent all-time high.

Nvidia CEO Urges US to Ease AI Curbs After ‘Failure’ With China

Nvidia Corp. chief Jensen Huang blasted the “failure” of US restrictions intended to help contain China’s technological ascent, calling on the White House to lower barriers to AI chip sales before American firms cede that market to up-and-coming rivals such as Huawei Technologies Co.

UnitedHealth Plunge Stunned Wall Street. One Analyst Saw It Coming

When CFRA’s Paige Meyer slapped a “sell” rating on UnitedHealth Group Inc. in February, she was the lone analyst out of 30 tracked by Bloomberg with a negative view of the company.

Florida Advisors Have A Choice To Worry About

With the CHOICE Act poised to strengthen non-competes in Florida, advisors may face a shrinking window of opportunity.

US Stocks to Power Global Rally, Morgan Stanley Strategists Say

US equities are likely to drive the global rally in the coming months on an improving corporate earnings outlook and a weaker dollar, according to cross-asset strategists at Morgan Stanley.

How To Create Client Loyalty for Life

Loyalty isn’t something you can demand, nor is it something that happens overnight. It’s something you earn, step by step, through trust, consistency, and a genuine commitment to your client’s well-being.

It Isn’t Selling. It’s Solving.

This isn’t about selling — at all. It’s about problem-solving and helping — it’s about offering an opportunity to change someone’s life. Remember, they can always say “no.”

What Will Central Banks do When Tokens Replace Money?

With mainstream investment products increasingly finding a second home on the blockchain, it’s a good time to ask what role central banks would play if everything they have learned while policing double-entry bookkeeping over the last 350 years becomes irrelevant.