History suggests that it is better to embrace progress than hinder it.

Softening inflation supports the potential for a Federal Reserve interest rate cut in coming months, but there are complexities below the surface.

With the S&P 500 index up almost 18 percent since the beginning of this year, now may be a good time to check how well your retired or near retired clients’ household assets match up with their expected spending liabilities.

Notwithstanding whether there was a formal agreement, the petrodollar is not going anywhere. Even if Saudi Arabia accepts rubles, yuan, pesos, or gold for its oil, it will need to convert those currencies into dollars in almost all instances.

Conflicts are everywhere in financial planning. They exist in all fee models, whether they be commissions, assets under management, fixed fee, or hourly. Any time money changes hands there are conflicts of interests.

Apple Inc. surged to another record high on Monday after the tech giant was named a top pick at Morgan Stanley, with the broker seeing the launch of the company’s artificial intelligence platform triggering a record rush among users to upgrade their smartphones, tablets and computers.

BlackRock Inc. hauled in $51 billion of client cash to its long-term investment funds in the second quarter, pushing the world’s largest money manager to a record $10.6 trillion of assets.

No matter who wins November’s US presidential election, there’s a growing risk that Americans will be paying higher taxes next year, according to MacKay Shields LLC. That makes muni bonds an attractive shield.

The S&P 500 posted a near-perfect week, with gains every day except Thursday.

Goldman Sachs Group Inc.’s trading unit powered a surge in earnings in the second quarter.

Many people want the passive income that can come with rental properties, but they come with risks and responsibilities.

Younger investors are thinking about their investment portfolios all wrong, and it’s not entirely their fault. Ultimately, it’s up to them to recognize where the best long-term returns lie before too much precious time is wasted.

Lately, I have been getting many questions about investing in private equity. Such is common during raging bull markets, as individuals seek higher rates of return than the market generates.

We are in the time of year when Americans pack transatlantic airliners for their European vacations. I had actually hoped to be one of them. That didn’t work out but we can still talk about events in Europe. And we probably should, because potentially major changes are happening.

As many of you are no doubt aware by now, France’s left-wing New Popular Front alliance thwarted Marine Le Pen’s National Rally party in a stunning upset, leaving the country without a clear majority in parliament.

Heading into the second half of 2024, it appears the markets are no longer focusing on the odds for a recession.

Following Russia's invasion of Ukraine in the early months of 2022, and the subsequent sanctions imposed by the U.S., some investors were forced to liquidate their Russian investments. Many investors, uncertain about the potential scope of the coming war, also took the opportunity to liquidate their investments in all of Eastern Europe.

As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all about patience. “Looks like nothing’s gonna change, everything still remains the same.”

Welcome to our new weekly blog series, “Navigating the Earnings Season.” In this series, I dive into the world of earnings reports from major companies, spanning giants like JP Morgan and Pepsi, as well as niche players in various sectors.

We’ve seen the active ETF take in about 1/3 of all net asset inflows year-to-date, which is an impressive haul by historical standards.

More inflows into active bond ETFs during the month of June is following the overall trend of higher inflows since the start of the year.

Human nature is such that there are always some folks who put a negative spin on obviously good news.

Net interest income helped big banks, which begin reporting second-quarter earnings July 12, but there's concern about how long it can keep going.

I have been looking forward to writing this blog for a long time. I joined Russell Investments on July 12, 2004 and now that it is my 20th anniversary, I feel it’s the right moment to share some of what I have learned along the way.

Taking on credit risk but not interest rate risk has been relatively rewarding to ETF investors thus far in 2024.

There’s more to artificial intelligence (AI) than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies.

The second half narrative remains dominated by the path of interest rates, inflation, and the looming election.

The clubby world of private credit seems to be running out of space for the little guy.

Comparing public fixed income and private credit markets involves weighing factors related to liquidity, transparency, credit quality, risk premium, and opportunity costs.

Although the market is off to a rough start to the year, we think it should recover.

The UST yield curve has been inverted, but there is speculation about when it will “un-invert" and move out of negative territory.

After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising insights.

With high yields and compelling opportunities, we think the muni market looks exceptionally attractive today.

Treasury yields tumbled after benign inflation data renewed confidence that the Federal Reserve will cut interest rates at least twice this year.

Provisions in the SECURE 2.0 Act introduced new ways this year to avoid a 10% early withdrawal penalty from retirement accounts. Our Bill Cass explains the implications for savers.

Demand for alternatives has spotlighted convertible arbitrage for portfolio diversification and risk-adjusted returns, after decades of underappreciation. Advisors must understand these strategies to effectively guide clients in the evolving market.

The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half of 2024.

President Joe Biden, as you’ve no doubt heard, has had a rough few weeks. Yet on Tuesday, he signed a bill into law that could well prove transformative for America’s energy future. Here’s hoping — whatever happens in November’s election — that more progress lies ahead.

Thursday’s wildly encouraging consumer price index report shows that the Federal Reserve should be cutting policy rates at its meeting later this month. Unfortunately, they’ll probably keep us waiting until September.

The boom in portfolio trading is starting to creep into the market for state and local government debt.

AI worked well in equity markets in the first half and could deliver for investors over the next six months.

For the 12 months ending July 3, the average return posted by the widely followed Russell 2000 and S&P SmallCap 600 indexes was 8.3%.

Join the experts at Goldman Sachs Asset Management for a free educational webcast on ActiveBeta – a factor based approach to investing.

As Pete Stavros addressed the private equity industry’s yearly shindig in Berlin last month, the KKR & Co. executive’s words were slightly less headline grabbing than those of Apollo Global Management’s co-president Scott Kleinman. But they were just as troubling.

VettaFi’s Head of Research Todd Rosenbluth discussed the Franklin FTSE United Kingdom ETF (FLGB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Bond investors who’ve been positioning for a rally in the Treasury market are now looking for an endorsement from Thursday’s US inflation data.

Investors are growing increasingly concerned that US technology megacaps are spending too much on artificial intelligence, according Goldman Sachs Group Inc. strategists.

Bain Capital and Reverence Capital Partners have agreed a deal to take Envestnet Inc., a provider of wealth-management software, private.

One after another, the money-making trading formulas for China’s quantitative hedge funds are disappearing.

European stocks edged higher, extending gains into a second day, ahead of a key US inflation print that’s expected to show price pressures continuing to ease.