Articles
Articles from our Weekly Newsletters
Can AI Financial Advice Help You Retire More Comfortably?
When someone told me recently that her favorite use of AI is for financial advice, I was horrified. I am a retirement economist, and my first reaction was self pity: Now I know how doctors feel when people use AI for medical questions.
Musk Leaves Investors Starstruck at Dimon’s SpaceX Extravaganza
Elon Musk can still enchant investors with his vision of the future. Any questions about SpaceX’s record-breaking initial public offering — be it about the valuation, the company’s trajectory or technical execution — were brushed aside as the retail marketing for the deal got under way.
Chilling in Money-Market Funds is the Hot Retail Strategy Now
The stock market keeps setting records. Bitcoin has minted millionaires. Gold has peaked at new levels. Yet one of the most popular trades is to sit in cash or, more precisely, money-market funds.
AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator
Soaring US power bills are threatening to claim their biggest victim yet — the nation’s largest electric grid operator.
Natural-Disaster Insurance Gap Now Exceeds $420 Billion Globally
While insurance coverage has broadly kept pace with rising catastrophe exposure, the protection gap — in absolute terms — has gone up as the value of exposed assets has grown, the Swiss Re Institute said on Wednesday.
Vanguard’s VOO Hits $1 Trillion of Assets in ETF Industry First
A seemingly endless appetite for buying US stock dips has propelled Vanguard Group’s S&P 500-tracking ETF past $1 trillion in assets, making it the first fund of its kind to reach a milestone once thought unimaginable for the ETF industry.
Dimon to Pitch JPMorgan’s Ultra-Rich Clients on SpaceX IPO
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon plans to discuss the upcoming SpaceX initial public offering with thousands of the bank’s high-net-worth clients, part of an unprecedented nationwide push in coordination with the rocket maker’s leaders.
Cliffwater Private Credit Fund Stung by 17% Redemption Requests
Cliffwater LLC’s flagship private credit fund capped redemptions at 5% in the second quarter after investors looked to pull about 17% of shares, in a sign of enduring pressure on the $1.8 trillion market.
Druckenmiller Leads Wall Street’s Return to Argentine Stocks
Foreign investors led by the likes of Stanley Druckenmiller and major Wall Street banks are returning to Argentine stocks this year after some had exited ahead of 2025’s volatile midterm election cycle.
Wellington to Buy Hartford Funds for $1.9 Billion in Wealth Push
Wellington Management Co. agreed to buy the asset-management division of Hartford Insurance Group Inc. as the Boston-based investment firm pushes ahead with a wealth expansion.
How to Handle Team Members Who Push Boundaries
It’s so hard in our industry to “benchmark” things like comp, benefits and work-from-home philosophies, because if you show me 15 teams or firms, I’ll show you 15 different ways to answer these questions. I know the WFH question is a big one, and many teams are struggling with it.
The True Cost of Indecision in 2026
More and more Americans are feeling financially behind in 2026. More than eight in 10 have reported having at least one financial regret from 2025, according to a recent survey from Omni Calculator. 28% said making rushed decisions without enough planning were the leading cause of financial mistakes.
A 180% Crypto Rally Shows New Investing Era as Bitcoin Stumbles
As billions of dollars leave Bitcoin and Ether funds, money is flowing into a corner of crypto that promises something investors have long struggled to find in digital assets: a clearer path from economic activity to token value.
Why Clients Open Up When They Stop Feeling Examined
When clients sense that nothing is expected of their answer, they relax. They pause. They speak more slowly. They wander a little as they search for words, and in that wandering, something real often appears. This is where conversations change.