Tax season can be stressful, but with the right approach, advisors can turn it into an opportunity.

Are European equities poised for a sustained recovery relative to U.S. equities? We outline five reasons why, as long-term investors, we continue to favor U.S. equities over European equities.

In this post we attempt to demystify the mechanics and implications behind why the Fed is considering pausing its QT program.

Investors should not be overly distracted by the recent spate of political headlines and social media updates.

A crowded trade is defined as a position characterized by a high concentration of institutional investors relative to the underlying liquidity.

Equities were continuing to grind higher until Friday’s selloff, as the market got caught up in weaker economic data and potential tariff changes, which could shake up earnings expectations and global trade flows.

When constructing a target-date fund (TDF) glide path, providers have many decisions to make, such as what asset classes to include, when to include them, and how much to allocate to each.

Retail investors are expected to become more bullish about increasing equity exposure when markets rise.

At this time of year, those of us who live in the Northern hemisphere are looking forward to a change of season. Statistically, every February week in Chicago should see the daily high temperature rise by 2-3 degrees Fahrenheit, but conditions can vary significantly from expectations.

In the second half of 2024 the risk premia associated with inflation releases declined relative to labor market data as the Fed shifted focus toward labor market and away from inflation risk. With elevated S&P 500 Index concentration and the market leadership of the artificial intelligence (AI) theme, some single company earnings (NVIDIA) have been rising risk events for the entire index.

Earnings season is winding down, and the spotlight will soon shift toward 2025 trends after an impressive end to last year.

The managed account industry has seen tremendous growth and client adoption, with assets increasing by 28% over the last year and 50% over the past two years.

We have called inflation “political kryptonite” because it is so damaging to politicians. Clearly, inflation played a role in the 2024 election. So now that President Trump sits in the Oval Office, his opponents have been trying hard to link anything and everything in his agenda to inflation.

Back in May of 2024, we wrote a weekly commentary called: “We Can’t Import Cheap Homes; But We Could Import Cheap EV Cars.” In that weekly we argued that since the U.S. auto industry, does not want to build small cars because it is not competitive, then we should open the lower-end EV automobile industry to imports from China.

With our most reliable valuation measures more extreme than both the 1929 and 2000 market peaks, we continue to believe that the stock market is tracing out the extended peak of the third great speculative bubble in U.S. history.

None of us outside Trump’s inner circle know what the real goals are. What looks like needless chaos might lead to benefits that outweigh the costs. One potential benefit is revenue. Could the tariffs produce significant tax revenue that would help reduce the federal debt? The president seems to think so.

Economic indicators provide insight into the health of the economy. They are closely watched to help them make informed decisions about business strategies.

This week has been both intense and inspiring as I attended the YPO Edge event in Barcelona, Spain. I had the privilege of experiencing numerous thought-provoking presentations, from the transformative impact of AI and disruptive technologies on businesses, to the vital role of health and wellbeing in fostering a learning-driven workforce.

Attractive yields and a broad opportunity set bolster active bond investments amid today’s uncertain macroeconomic and market outlook.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over Super Micro Computer (SMCI). In September of last year, Chuck did a video on SMCI, a lot has happened since that time so Chuck is doing this update on this AI Growth Stock.

Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.

Above-target US inflation and a strong labor market reflect robust economic fundamentals. But the biggest risks to the US economy’s continued growth are Donald Trump’s erratic communication and, perhaps more importantly, his populist trade and immigration policies.

Chief Investment Officer of Global Asset Allocation, Anwiti Bahuguna, Ph.D., outlines the investment themes and return expectations from our new 10-year outlook.

Our research suggests that healthcare firms with sound pay practices may yield healthier returns.

For two years in a row now, the smallest endowments have significantly outperformed their much larger peers. This is causing some to question if the typical endowment model is still working.

Long maturity treasuries can provide downside protection to offset equity risk, in our view.

Europe has real risks and real bargaining tools in a trade confrontation.

Following the relatively solid January Employment Situation report, the market’s undivided attention, at least economic data-wise, then turned to the latest CPI reading. Indeed, with the jobs aspect of the Fed’s dual mandate clearly showing no urgency to cut rates further at this time, the question then turned to the inflation portion of the policy maker’s mission.

My friends like to make fun of me by taunting that I don’t like to commit to things. I’m constantly trying new hobbies. I don’t like to make plans too far in advance because something more exciting might pop up. I don’t even like to renew my car tags for more than one year.

Global equities ended 2024 on a strong note, driven by the continued dominance of U.S. equities, which were propelled even higher by the reelection of President Donald Trump.

Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.

Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?

Rising inflation, the potential added pressure from tariffs, and ongoing volatility create a strong backdrop for gold appreciation this year.

VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange.

“Know what you own” is one of the many phrases we use to help describe and define fixed income, the components of bonds, and the characteristics that affect an investor.

The second Trump presidency marks a new regime for government policy, with a range of potential macroeconomic and market implications.

There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes.

GMO has posted a new 7-Year asset class forecast as of January 31, 2025. 

It has been some time since the financial markets were in a position similar to where they are today.

We believe that we must build a common stock portfolio which will float when the multiyear bear market creates a waterfall of selling among magnificent growth stocks and passive S&P 500 Index owners.

Recent data, early results, and a relatively firm economy point toward possible improvement in Q4 retail earnings as Walmart, Target, and other big-box stores prepare to report.

Private credit has been one of the most talked-about segments in fixed income markets over the last few years.

U.S. dependence on metal imports could prove costly.

Evan Harp sat down with Core Planning's Suzanne Highet to discuss how investors can end up with exposures that don't make sense for them.

There's plenty of uncertainty due to the threat of tariffs, but to counter volatility, market experts are recommending bonds.

Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.

The latest reports on consumer & wholesale prices indicated persistent inflation pressures. Retail sales posted a large drop.

Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.

The Framers of the Constitution designed our government to be small. Not so small and weak as the one under the Articles of Confederation, which the Constitution replaced, but small nonetheless.