Two different stories have played out in Japan at very distinct paces over recent months.
On the latest Road to Exchange, VettaFi Head of Research Todd Rosenbluth interviewed Michael Durso, CEO of ShoreHaven Wealth Partners.
During February, Advisor Perspectives featured a number of quality articles on topics near and dear to the advisory community.
The deal just announced for Walgreens Boots Alliance Inc. is above all a massive transaction.
Will artificial intelligence take my job? This question is really starting to preoccupy me and millions of other white-collar workers. There’s even a word for it — FOBO, or fear of becoming obsolete — and, regrettably, our apprehension isn’t entirely unfounded.
The Nasdaq 100 Index sank into a correction on Friday, as investors continue to sour on the megacap technology stocks that led the stock market rally over the past two years.
Broadcom Inc. shares jumped after the chip supplier for Apple Inc. and other big tech companies gave an upbeat forecast, reassuring investors that spending on artificial intelligence computing remains healthy.
Treasury Secretary Scott Bessent warned that the US economy may see some disruption as the Trump administration shifts the basis for growth away from the government and toward the private sector.
Cambria Investments CIO and founder Meb Faber explores David Swensen’s legendary investment strategy at Yale’s endowment, comparing its long-term performance to traditional portfolios and examining whether individual investors can replicate its success.
Q4 company earnings offered a lot to cheer at the start of the year, even as U.S. stocks contended with bouts of volatility.
As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill.
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over three super growth stocks that Chuck is often asked to cover but reluctant to because of valuation issues.
One month into President Donald Trump’s new term, financial markets are adjusting to a rapidly shifting economic and policy environment. Investors are watching closely as tariffs, interest rate expectations and regulatory changes take center stage.
Volatility is back in town. Tariff jitters and concerns about growth and inflation have resulted in an S&P 500® dip and the Cboe Volatility Index (VIX) jumping above 20. Investors grapple with a very sanguine backdrop painted by the fourth-quarter earnings season and policy uncertainty.
The municipal bond tax exemption is back in focus. We believe the threat to infrastructure investment outweighs the modest revenue benefits, which could keep the risk of elimination or significant curtailment low.
In his testimony before the House Financial Services Committee February 12, Federal Reserve Chair Powell was questioned about why mortgage rates had not declined.
The "2025+ Outlook Report" offers an analysis of how robotics, AI, and healthcare technology are converging to reshape industries globally.
U.S. fixed income ETFs garnered strong flows in February, uncovering insights into investor behavior and risk appetite in 2025.
Join Michael O'Shea as he explores how private real estate investments can enhance your approach to generating sustainable, tax-advantaged income.
Ever since interest rates got up off the floor in 2022, there’s been increased interest in credit, and that’s why I’m devoting this memo to it. It’ll come a little closer than usual to “talking my book,” but I think the subject justifies that.
Bridgewater Associates founder Ray Dalio’s famous “All Weather” strategy has arrived in the exchange-traded fund market, just as the kind of macro-driven turmoil it seeks to guard against sweeps global assets.
Developing-nation assets jumped on bets higher tariffs will slow the US economy and divert investment flows into other markets.
The value today of quality bond exposure in your high yield portfolio.
The world’s recent experience of faster inflation may make it harder for central banks to control prices in future, former US Federal Reserve Chair Ben Bernanke said.
The market for US initial public offerings should look a lot more like the years prior to the pandemic-fueled boom, according to the head of the New York Stock Exchange.
China has taken an important symbolic step toward addressing a persistent drag on its economy.
Applications for US unemployment benefits fell last week and returned to muted levels seen at the start of the year, offering some relief after other reports pointed to worsening labor-market conditions.
Euro-area bond yields inevitably leapt like a salmon as Germany unleashed a fiscal bazooka, but compared to previous fixed-income tantrums, it’s not the stuff of all-night summits.
In the week ending March 1st, initial jobless claims were at a seasonally adjusted level of 221,000. This represents a decrease of 21,000 from the previous week's figure. The latest reading was lower than the 234,000 forecast.
Opportunities have increased significantly in frontier markets debt as more countries have made a conscious effort to open their capital markets to international investors and currencies have become more fairly valued.
Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?
Though the new US policy focus is on oil and gas, wider opportunities still beckon.
One of the most referenced valuation measures is Dr. Robert Shiller’s Cyclically Adjusted Price-Earnings Ratio, known as CAPE.
Many ASEAN members punch above their economic weight in international trade. But their power may also make them targets in the mounting global trade battle.
As daily headlines drive volatility, the market has avoided overreacting thus far.
With U.S. tariffs on Mexican and Canadian imports now in effect, yesterday’s risk-off market mood continued today. Both Canadian and U.S. equities modestly sold off.
High fiscal deficits from tax cuts and tariffs raised concerns about inflation. However, markets have since shifted their focus.
We view quarterly earnings season as a critical checkup on how markets are handling current challenges.
Join the experts at Ultimus Fund Solutions and ETC for a free educational webcast to learn more.
Builder confidence fell sharply in February due to concerns on tariffs, elevated mortgage rates, and high housing costs. The National Association of Home Builders (NAHB) Housing Market Index (HMI) dropped to 42 this month, down five points from January. The latest reading was below the 46 forecast.
I recommend you hold what I call an “obstacles session.” This is when you ideally have a third party in to ask your team what success would look like to them, and what obstacles are getting in the way of achieving this success.
Imagine having a reliable, automated system that consistently brings high-quality leads to you – without the need for constant hustle.
Understanding copyright compliance rules can help you protect your business and confidently share content that aligns with both legal and ethical standards. Let’s clear up some common myths to keep your financial marketing on the right track.
One of the fastest and easiest ways to unravel your financial security is to have the wrong person gain control of your money.
We manage risk tactically over the short-term by investing across a broad array of themes and asset classes including cash.
The notion of a US recession seemed remote just a few months ago, a mere blip on the radar of economic possibilities. More recently, however, that picture has started to change.
US stocks have been on a wild ride this week, and options traders expect more of that to come as traders assess the latest tariff developments and brace for Friday’s monthly jobs report.
Hiring at US companies slowed in February to the lowest pace since July, led by job cuts in the service sector and in regions of the US that were hit by severe weather.
Germany’s extraordinary spending plans are shaking up the region’s markets, powering European equities past US peers this year and reviving the euro from the brink of parity with the dollar.
President Donald Trump is set to announce changes to the tariffs on Canada and Mexico he slapped on earlier this week, with potential relief for automobiles and other sectors, Commerce Secretary Howard Lutnick said Wednesday.
