Here are three universal, time-tested principles, that will protect you from“over-delivering” with information and value, and ultimately missing out on the opportunity to add a new, paying client.

f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.

Most clients are relatively conservative when it comes to determining how much they can afford to spend in retirement. All things being equal, clients would generally rather die with too much money than too little.

This article presents a different perspective on the question of why bond yields are rising. I focus on the difference between narratives and fundamentals.

A potentially watershed effort to launch US crypto exchange-traded funds that offer staking rewards is throwing up regulatory doubts, even after the funds said they received initial SEC registration approval.

For anyone on Wall Street still clinging to a time-honored macro-investing playbook, Trump 2.0 has been a source of endless punishment.

Goldman Sachs Group Inc. is embarking on its most ambitious effort yet to offer an exit ramp for investors trapped in buyout funds.

Wall Street banks are reinforcing their calls that the dollar will weaken further, hit by interest-rate cuts, slowing economic growth and President Donald Trump’s trade and tax policies.

Every year, a large number of ETFs launch in December, aiming to get the benefit of a fresh calendar year of performance.

For starters, Anduril Industries Inc. is a defense tech company co-founded by Palmer Luckey, the man who created the Oculus VR headset that was acquired by Meta Platforms Inc. for $2 billion in 2014, only for Luckey to be pushed out when it emerged he had financially backed a pro-Trump campaign group.

JPMorgan Chase & Co. is hiring Citigroup Inc. dealmaker Theodoros Giatrakos as it seeks to bolster its business advising private equity firms, people with knowledge of the matter said.

You have to give credit to JetBlue Airways Corp. for doggedly pursuing a deal to expand its scale.

House prices are falling, and it’s no longer just a Florida and Texas story. Rising inventory across the country and still reluctant buyers mean that those looking to sell face the prospect of more competition and lower prices next spring if they don’t close on a deal soon. For buyers, holding out can mean a better price.

The market for Treasury securities is sending an increasingly troubling signal. As of last week, investors were demanding about 90 extra basis points in yield to compensate for the added risk of lending longer-term to the US government.

It’s been a tough few months for believers in the currency market version of Pax Americana.

The key to buying US Steel Corp. might be a golden share. Nippon Steel Corp. executives might feel it’s their Golden Ticket.

Summer is here. And for a select cohort of college students, that means swapping lecture halls for trading floors and seminar rooms for Wall Street office suites.

A lot of people are worried about the level of US interest rates. “I think we should be afraid of the bond market,” billionaire investor Ray Dalio said last week.

The long-term bearish case for the dollar remained intact after a court ruled that the vast majority of President Donald Trump’s global trade tariffs are illegal, amplifying uncertainty over the US economic outlook.

Two of Wall Street’s top investment banks cautioned that the impact of a court ruling striking down many of President Donald Trump’s tariff measures may prove limited, given that the administration has other avenues to impose import duties.

A dollar is a dollar, whether spat out by an ATM or digitally issued on the blockchain. That’s the promise of Circle Internet Group Inc., one of the biggest issuers of stablecoins designed to emulate fiat money like the greenback or the euro, primarily for the purpose of cryptocurrency trading.

KKR & Co.’s recent deal for a struggling UK real estate firm was initially remarkable for landing in the midst of the American tariff turmoil. Now facing a domestic counterbid, this US-led buyout has become an emotive symbol of the London stock market’s capitulation to private equity and foreign takeovers.

529 plans do not earn interest like a traditional savings account. However, they offer strong growth potential through a range of investment options.

I worked with a large mutual fund company years ago to develop a program on succession planning for advisors. I’ll share insights and considerations if you are thinking about making a transition, or are working with an advisor who is doing so.

Clients aren’t asking their financial advisor to be everything. They’re asking for clarity and confidence in what matters most to them. Simplifying the client experience may be the most strategic move advisors can make.

The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.

In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies.

Nvidia Corp. faces the final test of an earnings season-driven rally that has sent its shares up more than 40% from an April low.

Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds.

Cantor Fitzgerald LP agreed to buy UBS Group AG’s O’Connor unit, ending more than three decades of ownership by the Swiss bank and placing the hedge fund back in control of one of its early founders.

Rising imports of glass containers are just one sign of how the US lost its manufacturing culture.

Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.

Let’s unpack the state of the markets today, explore where opportunities lie and review several strategies to navigate the months ahead.

How do you make sure your nest egg lasts as long as you do? Figuring out a safe withdrawal rate is tricky, because life is unpredictable. Markets and inflation rise and fall, tax laws change, and political philosophies come and go.

US consumer confidence rebounded sharply in May from a near five-year low as the outlook for the economy and labor market improved amid a truce on tariffs.

The Republican tax bill contains flashy goodies for families with kids. The flashiest: savings accounts for children — branded Trump Accounts — created and initially funded by the Treasury Department. These will consist of $1,000 in invested assets for each American citizen born through 2028, plus whatever funds parents later add.

There are plenty of reasons to be concerned about the direction of the US economy right now.

India is the stuff of dreams for OPEC and Big Oil: a rapidly developing nation of nearly 1.5 billion people where petroleum consumption is still in its infancy.

Without proper financial guidance and planning, the end of their career could be followed by serious financial difficulties. While every athlete’s legal, tax, and financial picture is different, here are some of the topics that should be reviewed with athletes.

Banks are contemplating a role for themselves in stablecoins if pending US legislation helps take cryptocurrencies and their gateway products mainstream.

Private credit firms are seeing an opportunity to finance everything from public transit systems to local utilities as the federal government and banks pull back on funding.

529 plans and Roth IRAs are two tax-advantaged accounts designed to help you save for future expenses.

Long-term interest rates have become much less predictable, and that means volatile prices for long bonds.

You wouldn’t exactly call it understated. In a video, Sam Altman, co-founder and chief executive officer of OpenAI, jostles through a busy San Francisco sidewalk.

Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.

Amid the relentless chaos in Washington — tariffs, trade war, terminally rising deficits — at least one sensible idea has recently emerged: The federal government wants to free up more land to build homes. It’s a great ambition. The devil, as ever, will be in the details.

Even though Bitcoin has retreated from record territory, options show that traders remain extremely bullish with open interest reaching an all-time high.

House Republicans narrowly passed President Donald Trump’s economic package after a series of all-night negotiations and 11th-hour compromises.

Someday, the dollar will cease to be the world’s reserve currency. But don’t hold your breath waiting; there is nothing even close to being able to take its role.