During our holiday party, one of my longest tenured advisors came up to me to say how appalling he thought it was that we held such “an expensive party.”

Grayscale Investments is considering appealing to the same US regulator that it’s currently suing for permission to buy back shares of its heavily discounted Bitcoin trust should the firm’s lawsuit fail.

Private equity titans including KKR & Co. and Thoma Bravo pursued unorthodox paths to dealmaking this year in response to a challenging environment likely to persist in 2023.

An economist who foresaw the popping of the housing bubble more than 15 years ago expects US home prices to fall between 8% and 12% over the next two years as rising rates cut into pandemic-era demand.

The remains of Sam Bankman-Fried’s former empire FTX Group are drawing interest from some of the largest names in distressed investing, in a daredevil bet that heavily discounted creditor claims on the bankrupt cryptocurrency conglomerate will ultimately pay off.

The following article provides an important perspective on Gen Z’s entrance into the workforce.

Oil rose in a session marked by waning liquidity ahead of the holiday season, strengthened by a softer dollar and a potential boost in energy demand after China abandoned its Covid Zero policy.

Here are nine tips that will help your family members stay healthy and financially secure as they age.

The research is clear: Americans are becoming less generous over the holidays. Not to sound too much like a Scrooge, but this is not necessarily a bad thing.

Surging mortgage rates have brought the housing market down from its giddy highs earlier this year.

The collapse in the personal US saving rate to near a record low has fueled a narrative that consumers are clearly strapped heading into 2023.

Here’s how advisors can deliver massive value using “buckets” and “guardrails” to empower clients to act during times of economic turmoil.

With all the supply chain chaos, inflation, and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge.

Allan Roth’s recent article, The 4% Rule Just Became a Whole Lot Easier, promises too much, makes inaccurate comparisons and blurs the notion of risk.

This wasn’t the year hoped for in the crypto and blockchain space, especially for stakeholders and investors.

Here’s a breakdown of the pros and cons of trading in your traditional bank for a virtual banking experience.

At a recent climate-finance meeting attended by Wall Street giants including BlackRock Inc. and Goldman Sachs Group Inc., no one spoke until a lawyer had finished reading out a disclaimer stating the group was not a cartel.

Amazon.com Inc.’s founder has long been obsessed with the company’s beginning — and its end.

The dispiriting thing about the Securities and Exchange Commission’s 400-page proposal to re-engineer financial markets, and the response from outside the agency, is that lawyers and economists are arguing over questions that have easy technical solutions.

Monetary policy is more like the World Cup than it is like mathematics or great literature.

A handful of giant firms are gaining dominance over the hottest corners of the hedge fund industry. This year showed why.

It was a weird year on Wall Street.

Investors are spurning mutual funds at a record clip, driving a $1.5 trillion gap in the flow of money from the old-school investment vehicles and into ever-popular ETFs.

“I have never seen so much bearishness in the market,” Jeremy Siegel said, “which is a great sign for stock investors.”

I will use an example and an actuarial model to compare the efficiency of three strategies for strengthening a retired or near-retired client’s balance sheet under both a lower and a higher assumed future inflation scenario.

The economic tea leaves suggest that 2023 could be another challenging year for both stocks and bonds. However, the outlook is more balanced given that equity valuations are much lower and bond yields much higher.

Rising interest rates was the dominant story in 2022. Did fixed income losses cripple insurance companies? Or has the insurance industry shifted the risk to your clients who purchased their products?

Bulls reeling from the Federal Reserve’s still-hawkish tilt are about to lose a major force that helped tamp down turbulence in US stocks during this week’s macroeconomic drama.

The red-hot labor market is cooling. Monthly US job growth has slowed to around 270,000 from more than 500,000 at the start of the year.

Just two months ago, Elon Musk speculated that Tesla Inc. would eventually be worth twice as much as Saudi Arabian Oil Co. — AKA Saudi Aramco, AKA the biggest listed company in the world with a market capitalization (then) of $2.1 trillion.

Federal Reserve officials, hammering home an unapologetically hawkish message, said that they won’t relent on tighter policy until inflation is under control.

Paytm shares fell after the Indian fintech announced a buyback of as much as 8.5 billion rupees ($103 million), offering little respite to a stock down 75% since listing on bourses last year.

From the earliest days of artificial intelligence (AI) and machine learning (ML) in the 1950s, practitioners have spoken of using it for investment fund management.

The US government is blacklisting Yangtze Memory Technologies Co., Shanghai Micro Electronics Equipment Group Co. and dozens of other Chinese tech companies, ratcheting up a trade conflict between the world’s two largest economies.

Securities and Exchange Commission Chair Gary Gensler has embarked on an ambitious reform of stock trading.

China is about to upend the $160 billion iron ore trade with the biggest change in years as Beijing expands efforts to increase control over the natural resources needed to feed its economy.

As climate change moved higher on the Wall Street agenda, there had been fewer indications that financial giants took similar interest in the biodiversity crisis.

Confused about whether your student loans will be forgiven? Everyone is.

ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.

The SEC’s 2022 actions on fiduciary care are a reminder why a “real fiduciary” standard will only thrive if advisors and planners make it so. Regulators cannot. It’s is not their job.

The financial foghorn is blowing. Historical odds greatly favor a recession, stock market drawdown, and a much lower Fed funds rate.

US regulators will take the first step Wednesday toward the most widespread revamp in more than a decade of the way stocks are traded, a move that the agency says will spur better prices for investors and direct more business to traditional exchanges.

The breakthrough in nuclear fusion is likely to spark investment in the technology that could transform the global energy landscape with nearly limitless clean energy.

For investors trying to gauge levels of hawkishness at the Federal Reserve, Wednesday was an example of words carrying more weight than actions.

If you think high-yield savings accounts offer juicy rates to park some cash, wait until you see what money-market funds are paying.

Elon Musk sold another $3.58 billion worth of Tesla Inc. shares, bringing the total amount he’s offloaded since late last year to almost $40 billion.

Commodities will be the best-performing asset class once again in 2023, handing investors returns of more than 40%, according to Goldman Sachs Group Inc.

The Federal Reserve downshifted its rapid pace of interest-rate hikes while signaling that borrowing costs, now the highest since 2007, will outstrip investors’ expectations as the central bank works to rein in inflation.

Global Investment Report's 3Q Update of the 2022 hedge fund survey.

There are two types of tax-advantaged accounts for saving for college expenses: A Uniform Transfers to Minors Act (UTMA) account and a 529 Plan. While both plans have their differences and advantages, consider both as viable options.