Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.

Long-term bonds usually pay a higher yield than shorter-term ones to encourage investors to lend for longer. But sometimes the so-called yield curve inverts, as it has now, and short-term bonds offer the highest yield.

Following a great deal of hype last year, companies now seem to be reining back their investments in the metaverse.

Hedge funds are reloading on bearish wagers on US equities, betting the latest market retreat will persist amid worsening economic data and corporate earnings.

We introduce a tool for assessing how the market responds to news about the economy and about government monetary and fiscal policy.

If the FTC is successful in getting a new rule enforced, non-compete agreements may soon become illegal in all 50 states.

With so many offerings to choose from, how should an advisory practice build or refine its tech stack? Let’s examine options to maximize your chances of success.

As the head of a health advisory company, I work with people who are undergoing treatment for various medical conditions, and I’ve seen firsthand how important it is to make the most of your health insurance.

Grand marketing plans are created and resources spent on social media or website traffic-generation efforts, with little thought given to conversion programs.

We’ve all been told that people buy from those they know and like. But if that were the whole truth, then you’d have far more clients.

Western countries have become increasingly wary of sharing technology with China, with the US and Netherlands recently imposing new restrictions on exports of semiconductors and the equipment used to make them.

Almost $1.5 trillion of US commercial real estate debt comes due for repayment before the end of 2025. The big question facing those borrowers is who’s going to lend to them?

Sustainable investing continues to gain in popularity, with investors worldwide frequently attracted not only by ethical concerns but also by the lure of superior returns. Unfortunately, new research focused on global stocks showed that they did not get what they were sold.

Safe and risky: the final frontier. These are the voyages of the retiree on her lifecycle mission: to explore strange new investments. To seek out safety and protect against inflation. To boldly go where no woman has gone before!

Bailouts of the banking system create social tension. Eventually, bailouts introduce so much risk into the system that failures and bailouts become too costly for society to bear. The government creates draconian rules to prevent them, which kills innovation and new business, and the result is a stagnating economy.

It is not every day that I read a prediction of doom as arresting as Eliezer Yudkowsky’s in Time magazine last week. “The most likely result of building a superhumanly smart AI, under anything remotely like the current circumstances,” he wrote, “is that literally everyone on Earth will die.

I had lunch last week with two of our authors, Michelle Donovan and Patty Kreamer, in Pittsburgh. My granddaughter, Evelyn, got to come along.

When banks started going belly-up, the reaction in bonds was emphatic. Two-year Treasury yields slid a percentage point over three days in March, the most since 1982.

The number-one reason prospects evade us is…

To understand the common mistakes high-net-worth individuals make and how to address them, I spoke to experts in the field.

I get many inquiries from bond investors on whether they should buy bills, notes, or bonds based solely on expected Fed policy.

Shares of China’s state-owned enterprises have been a hot trade in a mostly lackluster equities market this year, but disappointing earnings are causing investors to reassess their bullish bets.

Professional stock pickers who feasted on last year’s volatility were positioned for more of the same heading into 2023. They got something else entirely, and are paying for it in their returns.

Central Banks are on the verge of declaring the yearlong interest-rate hiking cycle over. The reason: Banks have taken the wheel and are pressing the brakes.

First, Goldman Sachs Group Inc. highlighted Bitcoin as the best-performing asset in terms of absolute and risk-adjusted returns earlier this year. Then the banking crisis happened and the largest digital coin rose to its highest price in ten months. It's enough to make even some naysayers reconsider.

Learning to walk away is the hardest part of selling, because we’ve been so conditioned to pursue anyone who we believe could benefit from our services.

There are very few superstars who didn’t protect and manage their time well. But there are many others who live with disorganization every day and wonder why they can’t hit their goals.

Asking questions is a proven, tested technique to increase likability, build trust and uncover personal, sensitive but valuable information.

Understanding the neuroscience of financial stress will help you support your clients and keep them from making emotional decisions that upend your careful planning.

We recently had an offsite for our team – we are 250 people. The offsite included just the 40 senior-level leaders, but we were charged with getting input from the remaining 210 people. What a fiasco.

The US office market faces a tough road ahead. Corporate tenants are considering scaling back, higher interest rates are hurting valuations and many property owners face looming debt maturities that they may struggle to refinance.

In 2017, Netflix Inc. tweeted that “love is sharing a password.” In 2023, Wall Street loves that the company has changed its tune.

Walmart Inc. is betting on greater supply-chain automation and hinting that a recent investment binge might lift profit beyond the retailer’s stated long-term goals.

DoubleLine Capital LP’s next pair of exchange-traded funds are setting sail into a rocky real estate market.

How do you serve up a culture that supports growth? I have three recommendations.

Parents become children as they experience role reversals later in life. Well, it’s happened to me.

Here are five ways to respond when you know someone is lying, blowing you off, or dodging your questions.

Asian equities are likely to extend their gains as the year progresses, boosted by the region’s relatively better growth prospects and a broadening economic recovery in China.

Add this to the long list of market surprises in the first quarter of 2023: The worst-performing exchange-traded funds still managed to attract massive amounts of cash.

Jarred by daily double-digit moves in Treasury yields, bond investors are bracing for at least another year of rocky trading, abandoning hopes that in 2023 the market would return to normality.

It’s a familiar story: a once-dominant US industry is challenged by low-cost competitors overseas and gradually loses market share. This time, however, the pressured industry isn’t a manufacturer. It’s the American farm.

America’s first banking crisis in more than a decade has regulators facing a very public reckoning: To what extent are they to blame for a rash of failures that has shaken confidence in the financial system? And how can they make things right?

If the Congressional brinksmanship continues until the U.S. is in default, the economic consequences – globally, nationally, and for individuals – will be severe.

The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.

Tax issues are an area most of us focus on once a year. However, if you are heading into retirement and you do not have a solid tax plan in place, you could be paying thousands of dollars in taxes needlessly.

The failure of SVB led to a broader concern over the stability of the financial sector. That has led to fears about client assets held at Charles Schwab, But those concerns are overblown.

For many of those – now a clear majority – who believe climate change is a serious long-term threat, the recently announced breakthrough that nuclear fusion has at last produced net energy is an extremely hopeful sign. First, however, they need to read this article.

As firms navigate staffing challenges, a looming threat of recession, and skills gaps across industries and generations, the same old process just won’t cut it. You’re the conductor of your symphony, and you need an actionable plan to keep the music playing.

Paul Volcker is mostly remembered fondly in the US, as the Federal Reserve chairman who restored stability to an economy gone wild. South of the border, however, he is often remembered as the man who brought the world down.

Silicon Valley Bank suffered probably the quickest bank run in history and the fastest bailout of depositors, too. The lender to the venture capital industry had operated under lighter rules and fewer restrictions than larger banks after a successful lobbying effort back in 2018.