In corporate-speak, when a company says a key target is “currently” unchanged but it plans to disclose a “review” soon, you know trouble is coming. And indeed, there’s trouble ahead for BP Plc.
Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes have cranked up the hazard level a notch.
Questioning leads to closing. A number of the advisors I work with are pretty good at engaging, asking questions and caring about the answers. However, they are really uncomfortable with the close. I promised you I wouldn’t give you coaching on “closing,” so I won’t.
I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.
While the overall market tends to respond favorably once the uncertainty of the election is behind us, it's important to recognize that there will be different winners and losers depending on the outcome.
The "ideal life" is a harmful myth that can distort perceptions of success and happiness. By recognizing different values and goals, you can foster a more inclusive – and realistic – understanding of what it means to lead a fulfilling life.
Deep value stocks are GMO Asset Allocation’s highest conviction investment idea. In a world where many stocks are being driven ever higher by positive sentiment and investor optimism, some fundamentally sound but unloved companies are being left behind, consequently trading at extraordinary discounts.
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
State and municipal budgets are adjusting to life after pandemic interventions.
Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting.
To paraphrase Milton Friedman: There are four ways in which you can spend money. You can spend your own money on yourself. You can spend your own money on somebody else. You can spend somebody else’s money on yourself. Finally, you can spend somebody else’s money on somebody else.
The latest AI-driven euphoria, led by big tech names that include NVIDIA, has dominated investment sentiment in the post-COVID era. Of course, many investors know that this has driven the U.S. equity market to an all-time high, stretching valuations to an extreme level (U.S. CAPE is at the 98th percentile of historical observations!).
Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we believe a flexible strategy also belongs in most bond portfolios, as managers can adjust their exposure based on market conditions.
Throughout history one of the most significant features of the global business cycle is the synchronization of individual country economies.
Crossing a new ETF AUM threshold, Amplify ETFs has also launched new funds this year and may be set to intrigue entering 2025.
Most advisors grow by referral and word of mouth. But what happens when your clients stop talking about you? Here are three ways to start marketing.
Tradr ETFs’ Matt Markiewicz highlights the industry’s first weekly, monthly, and quarterly reset leveraged ETFs, detailing the issues they address and their potential uses in investment portfolios. VettaFi’s Cinthia Murphy explores the most interesting trends in this year’s ETF launches.
The greatest dangers to a portfolio during an election year are either external events or the investor’s own actions. An election year makes staying the course more important than ever.
Fed interest rate cuts have historically been good for small-cap stocks with falling inflation rates acting as a tailwind for small-cap valuations.
Alphabet Inc. shares have gone nowhere for months, trailing Magnificent Seven peers as investors struggle to price risks confronting the company. It’s a stretch to believe Tuesday’s results will blow away those concerns.
Despite recent headwinds from a strong U.S. dollar, EM local currency bonds present a compelling investment opportunity.
The titans of finance who congregated in Riyadh this week for Saudi Arabia’s annual Davos-style confab were mostly upbeat on the prospects for the US economy, but concerned about more sluggish growth in Europe.
If you’re unfamiliar with synthetic risk transfers, there’s a chance you’ll hear all about them when the next financial crisis hits. They’re the latest way for big banks to game rules designed to safeguard the system, and they’re growing fast. So far, regulators seem all but oblivious.
The US presidential election Nov. 5 is shaping up to be the mother of event risks so you’d think the safest of all havens would be holding up. But it’s not — and that’s only one of the notable anomalies springing up in financial markets. Yields on 10-year US Treasuries have risen nearly 70 basis points since the Federal Reserve's punchy half-point initial rate cut on Sept. 17.
Apple Inc.’s iPhone exports from India jumped by a third in the six months through September, underscoring its push to expand manufacturing in the country and reduce dependence on China.
This week’s economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market. Durable goods orders came in strong, aligning with estimates, and GDP growth for Q3 is expected to come in between 3% and 3.25%, a robust figure by most standards.
When done effectively, your outsourced team of professionals can help improve efficiencies, increase productivity, and scale profitably – all while giving you the freedom to focus on what you’re most passionate about.
There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.
Here, we'll explore why serving family offices is a natural fit for many RIAs, discuss the considerations that need to be factored in when launching an MFO practice, and offer a roadmap for successfully building one.
Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.
The long and winding road to one of the most unusual presidential elections in history is coming to an end – with Election Day now just 11 days away.
For nearly 2 years I have been recommending MLP pipelines (Master Limited Partnership) as an attractive energy play with high yields and upside price potential.
An independent central bank supports better economic and market outcomes.
Annuity owners value the financial security that guaranteed lifetime income provides.
Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.
Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.
Private equity can play an important role in an investor’s portfolio, offering strong return potential, increased diversification, and expanded investment opportunity. But a key step to the success of these investments is selecting the right manager.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Corporate Bond ETF (FCOR) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Memory inflation of past events amplifies one's emotions and behaviors. As I will discuss, I believe that distress from recent price inflation is causing many investors to overly fear that a similar situation will reoccur.
Join the experts at Adasina Social Capital for a free educational webcast that explores a social justice investing strategy that could boost your portfolio and help bring more equity into the world.
Wall Street veteran Ed Yardeni says the approaching US election could augur the return of the market’s bond vigilantes as the Treasury Department readies new debt issuance plans.
Bitcoin traders are targeting the $70,000 price level last reached in June once again after cryptocurrencies briefly dipped across the board late Friday and US exchange-traded funds continued to see steady inflows.
Apple Inc., heralding a “new era” for its devices, started rolling out its first set of Apple Intelligence features and introduced a new 24-inch iMac desktop with a faster, AI-focused M4 processor.
The third quarter of 2024 saw a clear reversal in market leadership, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.
Although Americans say they don’t like paying the current level of prices for goods and services that resulted from the worst bout of inflation in 40 years, they can take comfort from the fact that those prices, while admittedly not coming down in most cases, are actually becoming more affordable.
With the election looming, investors should prepare for potential changes in tax policies, particularly given the impending sunset of the 2017 Tax Cuts and Jobs Act.
A true win-win-win situation doesn’t come along often. One could be brewing with a Boeing Co. decision to look at a potential sale — or perhaps more realistically a spinoff — of its space business.
Talking and exchanging communication with advisors and clients over the last several years has shown that many of them are concerned about the fiscal path of this country and the consequences it is having on our debt.
People who are affiliated with the party that is represented in the White House always think the economy is better than those in the party not represented. Somehow, those opinions tend to change around elections. People’s views of the economy change very quickly if there is a change in control of the White House.
Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. Yale Hirsch, the creator of the Stock Trader’s Almanac, is one of the most well-known contributors to studying these patterns.
