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April 24, 2025 at
02:00 PM EDT
- 1.0 CE credit
Staying active: Uncovering opportunities in municipal bond markets

April 25, 2025 at
02:00 PM EDT
Finding an all weather income solution

April 28, 2025 at
02:00 PM EDT
- 1.0 CE credit
Looking beyond large cap growth

April 29, 2025 at
12:30 PM EDT
Livecast: How to take indexing to the next level

April 29, 2025 at
02:00 PM EDT
- 1.0 CE credit
Trade Winds and Bond Yields: Navigating the New Market Reality

April 30, 2025 at
12:30 PM EDT
Livecast: LDDR: How this bond ladder ETF can help your clients focus on long-term goals

April 30, 2025 at
02:00 PM EDT
The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors

May 01, 2025 at
12:30 PM EDT
Livecast: Equities amid global uncertainty

May 02, 2025 at
11:00 AM EDT
- 1.0 CE credit
Investing in AI: Separating Hype from Reality in the AI Revolution

May 05, 2025 at
12:30 PM EDT
Less Beta, More Alpha

May 06, 2025 at
12:30 PM EDT
Livecast: Why investing in innovation matters now

May 08, 2025 at
11:00 AM EDT
- 2.0 CE credits
Income Investment Strategy Symposium

May 14, 2025 at
02:00 PM EDT
- 1.0 CE credit
Aligning Your Exposures to the Evolving Landscape

May 20, 2025 at
12:30 PM EDT
LiveCast: The State of Midstream/MLPs in Volatile Markets

May 21, 2025 at
02:00 AM EDT
- 1.0 CE credit
Advanced Real Estate Tax Planning – 1031 Exchange & 721 UPREIT

June 26, 2025 at
11:00 AM EDT
- 1.0 CE credit
Midyear Market Outlook Symposium

Commentaries
Timely market commentaries from leading investment firms
Tax Planning Should be a Focus for All seasons
Tax filing season may be over for many, but tax planning is an important focus year-round. Consider post-tax season strategies including optimizing deductions or adjusting retirement contributions. Our Bill Cass shares some tax planning ideas to consider.
Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced it has welcomed Turas Wealth Partners (Turas), a wealth management firm led by father-son duo John and Shea Marmion, to its platform.
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Powell Downplays Progress, Risks Becoming Trump’s Scapegoat
Despite mounting evidence of disinflation and a weakening economy, Chair Powell’s tone remains too hawkish—and I believe that’s a mistake. The latest inflation readings came in soft, money supply growth continues to undershoot, and even jobless claims are inching higher.
Opportunities
Many investors are wondering what to think of the volatility and uncertainty that has been pulsing through financial markets over the past few weeks.
The Death Cross and Market Bottoms
In financial markets, few technical patterns generate as much attention and anxiety as the death cross.
Oh, Canada
To say that it has been a tumultuous year in Canada would be an understatement. The country’s business model, which relies heavily on commerce with the United States, has been put under severe stress by the American administration.
Gauging the Fear Factor: From Volatility Peaks to Equity Returns
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market volatility.
Magnificent 7 Earnings Out this Week will Shed Light on Big Tech’s Tariff Concerns
With many of the big financial reports out of the way, the S&P 500 blended EPS growth rate for Q1 stands at 7.2%. Thus far only 12% of S&P 500 constituents have released results.
Risk-Off Fixed Income in Demand in April
It’s been another strong year for ETF demand. ETFs gathered approximately $350 billion of new money year-to-date through April 16.
Balancing Treasury Market Stability and Systemic Risk
A reintroduction of SLR relief to balance treasury market stability and systemic risk would likely produce several market effects.
The “Soft” Data Gets Softer
A divide has recently developed between soft and hard economic data. At a time when conditions are changing rapidly, understanding the difference between the two is terribly important.
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
Emerging-market (EM) stocks might not seem an obvious choice for anxious investors during a trade war. But history suggests that past volatility peaks have created favorable moments to invest in EM stocks.
Agentic AI: The New Frontier of Intelligence That Acts
The hype cycle around artificial intelligence (AI) often moves faster than the capabilities it touts.
Hard Data Points to Soft Landing: But Confidence Wanes
Eitelman began by assessing the health of the U.S. economy through hard and soft data. He explained that hard data refers to measures of actual spending and economic activity, while soft data refers to how companies and consumers respond to surveys.
Smoke Signals: Dollar Decline, Tariffs and Treasury Yields Surge Signal Market Volatility
Tariff uncertainty, a weakening US dollar, and surging Treasury yields are flashing warning signs for investors. Explore how political risks, fiscal policy, and global volatility are reshaping capital flows and market confidence.
Are These 3 Growth Stocks a Buy at Today’s Prices?
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation compares three growth stocks: NVIDIA Corp (NVDA), Advanced Micro Devices (AMD), and Broadcom (AVGO), focusing on their valuations and market metrics.
The Trade-Off in Covered Call Strategies
A fundamental lesson in finance is a security’s price should be the present value of all future cash flows. Cash flows typically consist of a regular string of dividend payments and an assumed liquidation value at the end of the time horizon.
Near Zero Q1, Uncertainty Ahead
We’ve expected a recession for more than a year now. Simply put…the Era of Easy Everything is Over. Expanding deficits and easy money (that have lifted the economy since COVID) are no longer with us. At the same time, tariff negotiations have created an unbelievable amount of uncertainty.
Corporate vs. Municipal Bonds: Key Differences Every Investor Should Know
Compare corporate and municipal bonds, including risks, returns, and tax benefits. Learn which bond type fits your investment goals.
Quarterly Recap Q1 2025
U.S. defensives and international lead.a
Market Volatility and Corporate Bonds: 3 Takeaways
Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.
Inflation Risk Is Subsiding Rapidly
Inflation risk has been a significant topic of discussion in the mainstream media for the last few years.
Analysts See Gold at $4,000 as Faith in the U.S. Dollar Tumbles
In nominal terms, the yellow metal set multiple new all-time highs this week, exceeding $3,300 an ounce for the first time ever on Wednesday. And on an inflation-adjusted basis, gold also notched a new record price, surpassing the longstanding record set in 1980.
The Uncertainty World
Today we are going to look at some of the uncertainties in our world and then explore some ways to gain a little certainty.
How Tariff Troubles May Hurt Europe’s Growth
President Trump’s tariffs bring déjà vu for the euro-area economy: it’s back to slower growth and lower rates.
Consider Direct Indexing to Offset Pain From Market Volatility
Investing in stocks so far in 2025 has not been for the faint of heart. Some market indices have undergone wild swings, flirting with bear-market territory
How Effectively Can the U.S. Economy Untether From China?
U.S. trade policy has evolved significantly in a matter of weeks.
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
Emerging-market (EM) stocks might not seem an obvious choice for anxious investors during a trade war. But history suggests that past volatility peaks have created favorable moments to invest in EM stocks.
Tariff Tremors, Market Rotations, and the Imperative of Optimization
The first quarter of 2025 marked a significant departure from the preceding two years, which had been characterized by an improving global economy and correspondingly positive market returns. Market performance in Q1 was dominated by abrupt, short-term policy shifts rather than longer-term economic trends, and tariffs became the foremost concern for market participants.
Weekly Economic Snapshot: Pre-Tariff Spending Spike Amid Fed Warning
Retail sales surged as consumers seemingly bought ahead of tariffs while a volatile stock market experienced a sharp mid-week sell-off.
Fixed Income Remains Key to Long-Term Diversification
While the April 2 tariff announcements were more severe than anticipated, Vanguard’s active fixed income managers were well-prepared for the subsequent market reaction.
2025 Muni Outlook: Stay Invested and Remain Nimble
Less favorable seasonal technicals, increased focus on municipal-specific policy risks, and severe volatility spurred by higher-than-anticipated tariff increases weighed heavily
on sentiment and resulted in deeply negative total returns and significant underperformance versus Treasuries in March and early April.
4 Reasons to Believe in This Economy
Talk of a recession is everywhere. The case is simple: Liberation Day delivered the biggest increase in tariffs in a century. Consumer prices will rise. Purchasing power will decline. Recession…right?
Trade Wars and the U.S. Dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
Three on Thursday: The Dollar Endures: Strength, Stability, and Global Trust
In this week’s installment of “Three on Thursday,” let’s explore some of the dynamics surrounding the United States dollar. In an era of inflation, massive debt, large deficits, and threats of tariffs, there are persistent rumors circulating that the dollar is at risk of losing its reserve currency status.
Trade War Will Take a Toll
The deferral of “reciprocal” tariffs on most U.S. trading partners suggests that the peak of tariff uncertainty may have passed.
Banks Outperformed for Q1 but Strike Cautious Tone for the Rest of 2025
Banks blew Q1 earnings expectations out of the water, benefitting from high trading volumes, but CEO commentary remains cautious for 2025.
Gauging the Fear Factor: From Volatility Peaks to Equity Returns
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market volatility.
Are Dividend Cuts on the Horizon in 2025?
If I had a dollar for every time I heard or read the word recession in the last week, well, I’d have enough not to be financially worried about one. Add a dollar for every mention of tariffs and I’d be comfortably flushed with cash.
Our Thinking on the Markets
Right now we are in an incredibly complicated environment with regard to U.S. tariff policy gyrations and its whipsawing impact on global equity markets. One thing we can confidently assert is that however the trade negotiations play out, there will be higher tariffs and this will be negative for U.S. growth.
LPL Financial Welcomes Tenacity Investment Group
LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms.
Bitcoin Miners Hash Rate Move Could Bode Well for Crypto Prices
Cryptocurrency prices, including bitcoin’s, have been turbulent this year. That’s weighed on shares of miners. Some relief could be in sight.
Small-Caps May Yet Have Their Redemption Day
One day doesn’t make a trend, but wary small-caps investors may find some comfort in knowing the Russell 2000 Index jumped 8.50% on Wednesday
An Abrupt and Cascading Dislocation
While we remain open to changes in market conditions, as well as periodic “fast, furious, prone-to-failure” advances that can relieve the oversold “compression” produced by market losses, we are presently on high alert for a possibly abrupt and cascading market and economic dislocation in the weeks ahead.