Regardless of which specific aspect of their business they want to improve, these assessments can deliver to an advisor the ultimate gift: more available time in their day.
If your firm has struggled to plan out marketing content in a way that actually works for the team, this video is a must-watch.
I don’t have the ability to say what is the best for any given situation because every situation is different. I can, however, answer your question about why people are pushing back on the full-time return to the office.
The clean-tech venture firm founded by Bill Gates is providing a $40 million grant to carbon-capture startup Deep Sky Corp., which seeks to build large-scale facilities to clean carbon from the air.
While concern has grown in the past week that narrowing market breadth has tapped the brakes on the S&P 500 Index’s blistering rally, it turns out that stock bulls are still stepping in to snap up shares ahead of the Federal Reserve’s interest-rate decision.
Some bond traders have been boosting options and futures wagers that the Federal Reserve is about to signal deeper interest-rate cuts next year than the market anticipates.
Alphabet Inc.’s Google has reanimated excitement over quantum computing with an announcement about how its new chip, Willow, trounced a classical computer to solve a mathematical equation much faster.
Meet the new stock pickers. They will remind you of the old stock pickers.
Brent Olson and Thomas Ross, fixed income portfolio managers, believe that high yield bonds offer comfortable driving for now, but investors might need to negotiate more difficult terrain later in 2025.
Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.
We continue to agree with market pricing following the ECB’s latest rate cut, but see additional downside risks to growth post-U.S. election.
Last weekend, the Cathedral of Notre Dame reopened after being severely damaged in a fire five years ago. It took thousands of craftsmen and a reported €840 million to restore the iconic structure.
If history repeats itself, this trend could be especially pronounced in 2025, given the potential for lower US corporate tax rates and domestic-friendly policies.
Understanding the trajectory of corporate earnings is crucial for investors, as these earnings significantly influence stock valuations and market performance.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin discussed U.S. equity-market strength as well as recent rate decisions from key central banks.
VettaFi discusses the significant improvement in MLPs over the last decade.
The U.S. economy is experiencing a remarkable period of economic stabilization and growth
Although AI has great potential to bring exciting changes to education, art, medicine, robotics, and other fields, it also poses major risks, most of which are not being addressed. Judging by the response so far from political and other institutions, we can safely expect many years of instability.
The most fun anyone has had at a Jerome Powell presser was when a reporter asked about President Trump removing Powell from his job.
Morningstar’s Ben Johnson reflects on a record-breaking year for ETFs and highlights key stories to watch in 2025. VettaFi’s Todd Rosenbluth discusses new polling data on how advisors are viewing financial markets heading into the new year.
GMO has posted a new 7-Year Asset Class Forecast.
New exchange-traded funds riding buzzy investment themes are helping fuel record industry growth this year. Yet, it’s also shaping up to be a banner era for money managers revamping their tried-and-tested mutual funds into the tax-efficient product.
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023.
MicroStrategy Inc.’s entry into the Nasdaq 100 opens up the largest corporate holder of Bitcoin to a new — and untapped – investor: the index-tracking juggernauts.
Xi Jinping and Donald Trump's bromance could be rekindled in 2025, if both sides play their cards right.
Investors see recent inflation data as a green light for the Federal Reserve to trim another quarter point from the short-term interest rate.
The truth is, if you’re investing your time and energy with multiple conversations, you’re only lowering the number of new paying clients you’ll be acquiring. Why is that?
If you find holiday spending overwhelming, it might be time to ask yourself a question: Who is doing your shopping? It may be an inner four-year-old.
We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.
As we approach next week’s Federal Reserve FOMC meeting ... it would be interesting to ask ourselves what we would do if we were members of the committee.
Every year, most investors face a near-certain reality: taxes on their investment portfolio.
Last week’s market narrative was defined by yet another extraordinary surge in tech stocks, inflation developments generally aligning with expectations, and anticipation of the upcoming Federal Reserve meeting.
Today’s video on Information Technology companies is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Technology Sector.
International commerce often follows the simple rule: one nation’s loss can result in another’s gain. China’s loss from escalating trade tensions with the U.S. is generating gains for several Asian economies, but India is not one of them.
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.
Short-term bond exchange-traded funds (ETFs) can provide yield seekers with a viable alternative to money market funds.
Here are three ways to help you find balance in your business – and perhaps find opportunities for growth along the way.
We all know someone who has passed away without their affairs in order. As financial advisors, we have a responsibility to ensure that this doesn’t happen to our clients.
Join us for this special feature webcast where we’ll hear from Professor Robert Novy-Marx and Lukas Smart, Dimensional Senior Investment Director and Vice President, as they discuss the research behind the profitability premium and practical considerations for investors seeking to incorporate it into their portfolios.
While bitcoin may continue higher, proving MicroStrategy's CEO Michael Saylor a genius, investors should at least appreciate what may happen if things do not go according to plan. We now present the other side of the story.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the VictoryShares Free Cash Flow ETF (VFLO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Double-digit increases in rates are common. I’m definitely feeling the pain, as I suspect you are. So here are a few things I do to help my clients save some money.
This has been a year of market highs, puzzling signals, and a few head-scratching moments.
How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
Bitcoin rose to a record high on President-elect Donald Trump’s support for digital assets and optimism about the upcoming inclusion of MicroStrategy Inc., an accumulator of the token, in a key US stock gauge.
Investors anticipating another calm year in 2025 should be on guard for more shocks like the one seen in August as uncertainty around Donald Trump’s tax and tariff policies threaten to roil markets.
Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year.
There is widespread agreement in markets and among economists that the Federal Reserve will cut interest rates at its policy meeting on Wednesday.
