As an advisor, you’ve probably been told that overdelivering is the key to winning clients and keeping them loyal. It sounds logical, right? If you go above and beyond, they’ll see your value and stick with you. But overdelivering can backfire.
Curiosity gave birth to philosophy. Ongoing intellectual curiosity is still driving investment success thousands of years later.
The U.S. has long criticized other countries for coerced state capitalism where firms stay in business only by giving up profits to political leaders. When Washington employs such revenue-skimming practices, it places the U.S. in uncomfortable company.
Learning to read the Fed minutes effectively can help traders understand the central bank's policy-making process, sentiment, and rate expectations, all of which can impact markets.
Each bank sets its own Beige Book reporting priorities, though prices, jobs and real estate are common themes. The Kansas City Fed, for example, covers nine topics, including community conditions, community and regional banking and agriculture.
In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—explains why investors should avoid paying premium prices for stocks, why buying overvalued stocks Is risky – even when the businesses themselves are high quality.
Last week's economic data revealed strong economic growth running up against rising prices and falling confidence.
On this week’s edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, explained key factors fueling the strong performance in North American stock markets. He also assessed the latest U.S. Federal Reserve (Fed) developments and shared upcoming watchpoints for the U.S. and Canadian labor markets.
The adage “don’t borrow trouble” advises us against distressing over problems yet to occur. But we don’t think it should apply to retirement planning. In fact, digging into what concerns DC plan participants now may help them avoid retirement pitfalls down the road.
Muni & corporate bonds trading activity has been reaching record levels through the first half of 2025 at the Intercontinental Exchange.
VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Enhanced Short Maturity Active ETF (MINT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
US consumer spending rose in July by the most in four months, indicating resilient demand in the face of stubborn inflation.
Wineries, booze distributors and distilleries are turning to private credit for financing, especially as tariffs and a decline in drinking habits bring more risk to the alcohol industry.
Consider coking coal. The high-quality solid fuel used in steelmaking was for many years seen as a jewel in BHP’s crown.
Radical policy changes can launch new economic eras.
Bill Bengen is an MIT-educated rocket scientist, retired financial advisor, and somewhat unintentional founder of “the 4% rule.” The widely used rule of thumb resulted from a study he did more than 30 years ago. His new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More” is an update of this study.
There’s been renewed optimism about housing in the stock market recently. Mortgage rates have fallen and home improvement giants Home Depot Inc. and Lowe’s Cos Inc. reported an uptick in activity in July.
Recently, we have seen rapid shifts in and out of various sectors and stock factors that disrupt momentum strategies. Therefore, understanding how momentum strategies work can help you better identify when they might be effective and when it's time to switch to a different approach.
While I make no judgment about bitcoin’s intrinsic value, I do believe we’re witnessing the early stages of a structurally driven price expansion — powered not by sentiment, but by product development, market mechanics, and leverage.
Investors fretting over signs the bull market in stocks is pushing toward unsustainable levels will soon have another thing to worry about.
The World Bank sold $510 million of bonds backed by loans it gave companies across the developing world, part of its efforts to lure more institutional investors to regions where borrowers have a harder time raising cash.
President Donald Trump’s efforts to stack the Federal Reserve with economists willing to cut interest rates is providing all the drama this week.
When the value of the U.S. dollar declines, international developed-market bonds tend to become attractive. Here's why the bond outlook is more positive than it has been for the past decade.
NVIDIA (NVDA) earnings are the focus tonight, but investors’ attention will quickly shift back to the macro later this week. According to our Economic Calendar, with data licensed from Econoday Inc., a second read on Q2 GDP hits the tape Thursday morning.
Is the U.S. economy “all twisted up in the game” with the S&P 500 Index dominated by technology/AI stocks? How much is investor confidence affecting consumer confidence? How much has the increase in financial advice and advisors been fed by the success of this stock market?
The global exchange-traded funds (ETFs) market has rarely been more dynamic. Active strategies may be commanding the headlines, but index-based ETFs remain the bedrock of portfolios worldwide.
Europe's defense landscape has undergone a paradigm shift—a rearmament cycle unfolding at a velocity unseen since the Cold War.
The financial markets often shift gears in September, moving away from the quiet summer months marked by low trading volumes and limited volatility, and entering a period historically associated with seasonal weakness and increased market instability.
The year to date has been complicated by a cloud of uncertainty as a new U.S. administration took the world economy by storm.
The Russell 2000 Index last posted an all-time high on Nov. 8, 2021, and is still almost 3% from that level. Unless something drastic happens by Friday, it will mark the small-cap gauge’s longest streak without a record since the dot-com bubble.
A full-scale implementation partner does the behind-the-scenes—but critically necessary—work of managing portfolios according to the investment objectives, risk tolerance and preferences set by an investment team. In doing so, they free up time and energy for the investment staff to focus on decision-making.
According to recent analysis from the Congressional Budget Office (CBO), tariff revenue could meaningfully impact both sides of the bond market pendulum, which on net, could be beneficial to the Treasury market.
It’s hard to ignore the effect Fed Chair Jerome Powell’s comments made last Friday had on equities, particularly small-caps.
Join the experts at SS&C ALPS Advisors and Ladenburg Thalmann for an educational webcast covering the multitude of sectors and industries driving the electrification demand and who the beneficiaries could be.
The US economy expanded in the second quarter at a slightly faster pace than initially estimated on a pickup in business investment and an outsize boost from trade.
Nvidia Corp., the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.
Bond investors are accepting the smallest compensation in years in return for taking default risk, as a potent combination of economic optimism and too much cash chasing too few securities skews costs.
The recent passage of U.S. crypto regulatory policies follows on the heels of a convoluted path to bringing frameworks to digital assets.
A new China-buys-China narrative is taking shape as Beijing steps up its tech rivalry with the US. The world’s second-largest economy not only wants to build generative AI models, but power them with its own hardware, redrawing a supply chain dominated by Nvidia Corp.
If there were any doubts about SpaceX’s dominance in space, they were swept away after the company pulled off a near-flawless test of its massive Starship rocket late Tuesday.
Fed Chair Jerome Powell’s comments at Jackson Hole shifts the outlook for interest rates.
While investors often look to the Federal Reserve for macroeconomic signals, Walmart’s earnings may offer even more insight. As a barometer of consumer behavior, pricing trends and tariff impacts, Walmart is a must-watch for anyone trying to understand the real-time U.S. economy.
Investors enjoying the pairing of domestic stocks and the momentum factor are likely familiar with some related ETFs. This includes the Invesco S&P 500 Momentum ETF (SPMO).
Director elections can be a powerful tool for investors to weigh in on ineffective boards.
Benefit Street Partners believes private credit managers need to focus on the financial conditions during a fund’s investment period. Skilled managers know when to dynamically deploy more capital or pull back, as the weather changes.
The prospect of lower rates could translate to falling yields, forcing investors to diversify their fixed income portfolios. One area that's been seeing renewed interest is mortgage-backed securities (MBS).
Contrary to some popular stereotypes about young investors, the kids are all right. They typically save more and invest in age-appropriate, low-cost funds at higher rates than previous generations did at the same age, all while avoiding frequent trading or excessive risk in their portfolios.
Last week was dominated by a major event in the financial world, the Jackson Hole symposium, and the subsequent reaction from the markets. Read through the major economic news form the week of August 18th - 22nd.
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This video highlights the major economic news from the week of August 18th-22nd
