There’s a dark side to the traditional Thanksgiving dinner.
Market negativity reached a crescendo sometime around the middle of October, as interwoven narratives of doom and gloom occupied investor and media attention
Higher interest rates are no doubt causing pain to investors and consumers, but the economy has been able to handle them better than anyone thought possible six months ago.
It’s not as if volatility markets have needed extra juice this year.
JPMorgan Asset Management, Invesco Ltd. and Dimensional Fund Advisors are among large money managers pushing back against proposals by US regulators to crack down on misleading fund names.
China has a powerful weapon in its rare-earth dominance.
I proclaim the pending demise of the independent broker-dealer model.
The Federal Reserve has been raising rates at an extremely aggressive manner in 2022, taking the federal funds rate from 25bps to 4%.
The era of the dynamic sales growth tech company, with a religious quality to its leadership, appears to be over.
Senior Investment Strategist Steve Lipper examines two calendar-based performance patterns that may suggest robust small-cap returns lie ahead.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Equities saw a strong rebound last month, with the S&P 500 gaining 8% and the Dow posting its biggest October ever¹. Was this the start of a new bull market? In this week’s “What to Watch”, we explore this question and dive into historical bear market rallies.
October started strong and then slid to new lows but managed to rally back toward the month’s end.
All bets appear to be off on how high yields can rise in the world’s biggest bond market.
There’s a lot of focus on Elon Musk’s Twitter Inc. purchase and plans to turn around the troubled social network.
The dollar resumed declines on Monday in New York amid a rebound in US equities and other risk assets ahead of fresh inflation data and the results of mid-terms elections this week, which hurt demand for the safety of the greenback.
For traditional fixed-income investors seeking higher yield and/or inflation protection, private, senior secured, sponsored debt provides an attractive alternative.
I have been in Spain since early September, which is why you have not seen me in these pages for a while.
Twitter Inc. employees around the world began getting notifications that they were locked out of their work accounts, a week after billionaire Elon Musk took over the company promising sweeping changes.
Europe’s top ESG fund class may be close to reaching a tipping point.
A quiet confidence is emerging amid the gloom of Europe’s energy crisis.
Cash is king, with investors fleeing to the safety of cash funds at the fastest pace since the coronavirus pandemic as the Federal Reserve remains firmly hawkish, according to strategists at Bank of America Corp.
As I see it, decentralized assets have never looked more attractive than they do now.
Buying a dividend is a market-structure risk that costs investors billions in unnecessary taxation.
I’d like to share an example of what happened when one of my clients chose the wrong provider.
Does it matter who wins the Senate? It matters a great deal. Read our latest blog regarding midterm elections.
The Federal Reserve’s November statement included dovish language, but Fed Chair Powell warned investors not to expect the Fed to stray from its full focus on fighting inflation.
This is now the third consecutive quarterly letter in which we express a cautious stance toward both the global economy and financial markets. A
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
How could the poor world in the global south become as rich as the rich nations of the north?
Bitcoin has shed more than half its value this year, and yet the selling may not yet be over.
Some 16 million applications for student debt relief will be approved by this week, provided the White House plan survives court challenges, President Joe Biden said Thursday.
Here are five actionable areas for IT protection in 2022-2023.
About 90% of this year’s S&P 500 loss was attributable to higher interest rates.
Securities and Exchange Commission Chair Gary Gensler recently gave a speech called “Competition and the Two SECs.”
Twitter Inc. is set to charge users $8 per month for the privilege of having the blue-tick honorific put on their account.
Jerome Powell’s Federal Reserve did something Wednesday it hadn’t done for months: say something dovish. Investors had all of 30 minutes to celebrate.
As we approach the end of 2022, investors are hoping that inflation will fall in 2023 and lead the Federal Reserve to pause and perhaps reverse some of its interest-rate hikes. The looser financial conditions would then allow for accelerating economic growth and a better year for financial markets.
The cost of prescription medicine is a constant strain for many Americans.
Rising and positive real yields continue to be a major headwind for gold over the short-term.
If you were walking down the street and saw a $100 bill just sitting near the curb, would you pick it up?
As this year’s bruising stock selloff wiped about $1 trillion from the US exchange-traded fund industry, the same turmoil was powering one young breed of fund to its most-explosive growth yet.
The American attempt at an industrial policy to build electric vehicles and batteries has, once again, fallen flat.
Never mind that this is all currently theoretical, or that Dogecoin has glaring flaws that would be only further exposed if it gained traction.
I will share some insights for leaders in large and small firms to make change happen, manage results and continue to grow your businesses.
The fixed income market is on the verge of having its worst year of performance in several decades, and for many of us, the worst of our careers – but there are still fixed income opportunities for investors to consider.
In our discussion, we want to share with you insight on a segment of the fixed income market that we believe presents an opportunity for investors – municipal bonds.
This morning I had to laugh when I saw an email that read, “Winter Is Coming – Owning Puts Is Not Enough.”
Small businesses have an alternative to 401(k) plans. A cash-balance plan has much higher contribution limits and is a powerful tool for those needing to accelerate retirement savings.
An old saying reminds us, “There’s no lesson in the second kick of a mule.” Once you have learned something the hard way, nothing can be gained by repeating the experience.
This year has been disastrous for stock and bond investors. But things are not as grim when viewed in a financial planning context that considers how the assets will be used, i.e., the liability or expense side of the household balance sheet.
