The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.

“Think of what we could do together” is a touching line at the denouement of Wicked: Part 1, the movie currently raking it in at the box office for Comcast Corp.’s Universal Pictures.

’Tis the season for a surge in financial frauds and scams, a huge and growing problem that caused nearly $500 billion in losses globally last year, along with untold human suffering.

As students across the country start to prepare for year-end exams, there are valuable lessons we can take from the classroom.

AI can be a powerful tool, but one that demands thoughtful, measured implementation. Taking thoughtful steps now to integrate and innovate with AI will keep you competitive. Turn your back on it and you’re probably not in business in the long run.

We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.

The U.S. economy grew in line with expectations during the third quarter of this year. Real gross domestic product increased at an annual rate of 2.8% in Q3 2024, according to the second estimate. The latest estimate is in line with the forecasted 2.8% growth and is below the Q2 2024 GDP final estimate of 3.0%.

Personal income (excluding transfer receipts) rose 0.6% in October and is up 4.7% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.3% month-over-month and up 2.3% year-over-year.

The Conference Board's Consumer Confidence Index® rose in November to the highest level since January. The index increased to 111.7 this month from October's upwardly revised 109.6. This month's reading was slightly lower compared to the 111.8 forecasted.

Home prices continued to trend upwards in September as the benchmark 20-city index rose for a twentieth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.2% increase month-over-month (MoM) and a 4.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was -0.6%.

Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.

VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

We call them “Silicon Valley rivals,” but when you think about it, the big tech titans have mostly stayed in their respective lanes for the past 20 years.

Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.

The dominance of US equities over the rest of the world is unlikely to abate unless geopolitical and trade policy risks fade, according to JPMorgan Chase & Co. strategists.

Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.

The US economy expanded at a solid pace in the third quarter, largely powered by a broad-based advance in consumer spending as inflation continued to cool.

Not everyone is ready to give thanks for moderating food prices.

Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.

On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.

In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.

For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.

he Tax Cut and Jobs Act (TCJA) was passed in 2017, otherwise known as the Trump Tax Cuts.

The following are hypothetical examples of statements of overconfidence, excessive humility, and confident humility by financial advisors. As you read them, examine how you would react if any were said to you.

As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.

As more women find themselves sandwiched between caring for their children and aging relatives, many struggle to balance their short-term responsibilities with their long-term financial plans.

Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...

As an advisor, you must recognize that you’re not simply in the financial advice business. First and foremost, you’re in the problem-solving business.

Understanding how to help a couple explore each partner’s financial history and validate their goals and anxieties can make all the difference in helping them reach a middle ground without feeling sidelined or resentful.

Don’t let your clients lose sight of their goals in financial complexity. Give them the clarity and simplicity they crave with a one-page plan that’s tailored to their unique needs.

From transforming advisor workflows and improving client engagement to opening new avenues for investment, this session will go beyond the hype to examine real-world applications and strategies for leveraging AI within advisory practices.

There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.

President-elect Donald Trump vowed additional tariffs on Mexico, Canada and China, shaking markets with his first specific threats to the US’s top trading partners since his election win three weeks ago.

This week’s data and market momentum solidified the case for a resilient U.S. economy, defying concerns of an imminent slowdown. Initial jobless claims dropped to a five-month low, reinforcing the strength of the labor market, while GDP growth projections hover around an impressive 2.5%.

You won’t catch a fish unless your line is in the water, and you won’t benefit from the market’s potential move higher unless you are invested.

There has been a lot of talk about (in)efficiencies in government spending, both before and since the election. Much of the conversation has been driven by Elon Musk, who will co-head the Department of Government Efficiency (DOGE, not an actual government agency). Musk has boasted he could find $2 trillion to cut from the federal budget.

News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.

While space startup Rocket Lab USA Inc. prepares to test-launch its new medium-sized rocket next year, its shares have already blasted into orbit.

New ideas are never as easy as they sound in campaigns.

On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin reviewed the latest inflation numbers from Canada.

Some retirees say they could have planned better for lifetime income—helpful insight for current participants.

For investors looking to get ahead of the greater bond market, Eaton Vance's Total Return Bond ETF can do the trick.

Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.

Where I teach, there is a program designed for people who get into management roles but have never been given the skills to manage effectively. It’s common across industries.

Advisors that ignore – or are unable – to conduct bottom-up financial analysis will continue to mistakenly base their valuation assertions on dated charts and calendars with predictably flawed results.

What are the key drivers of the gold market? Let’s delve into it.

The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct?