I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices.
Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.
US equities had a stellar 2024, with the S&P 500 up 25%, but the year ended on a softer note. The sharp rise in bond yields has caught the market's eye
The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience.
Most of us like to ring in the new year with fresh energy. The Europeans appear to have made good on this resolution.
Nothing is more fundamental to the current health of the economy than jobs creation and income growth.
Uncertainty with regard to interest rate policy warrants an active management strategy inherent in the Vanguard Short Duration Bond ETF.
Explore your peers’ attitudes toward crypto, understand the emerging opportunities, and position yourself at the forefront of this financial transformation. Don’t miss this chance to unlock the potential of crypto assets for your clients and your practice.
Aptus’ Brian Jacobs spotlights the firm’s unique lineup of risk-managed ETFs designed to help clients stay invested through the ups and downs of market cycles. VettaFi’s Todd Rosenbluth discusses the latest Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.
Wall Street was set for a higher open on Tuesday, though a renewed rise in Treasury yields damped the sentiment boost offered earlier by the prospect of gradually imposed US trade tariffs.
Ten years ago, Research Affiliates launched the Asset Allocation Interactive online tool, making our CMEs freely available to the public. With one full cycle complete, we can see what has worked well and where we can improve.
Chinese officials are evaluating a potential option that involves Elon Musk acquiring the US operations of TikTok if the company fails to fend off a controversial ban on the short-video app, according to people familiar with the matter.
Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.
What happens when you simply don’t like a colleague but you need to work side-by-side with them every single day?
“Risk,” according to London Business School’s Elroy Dimson, “means that more things can happen than will happen.” Serhii Plokhy’s Chernobyl Roulette provides the reader with a compelling demonstration of that dictum.
We need to face the reality that we’ve chosen a system that prioritizes lower taxes over centralized health care.
For firms chasing digital empowerment it’s especially important to pay attention to the first 60 days of onboarding with a new technology and tech provider.
In today’s economy, leading with qualification creates a huge blind spot and prevents your business from growing. While you think you’re qualifying them, in their mind, they’re being interrogated by you.
Traders are bracing for one of the most volatile earnings periods in stock market history.
Over the past few months, I’ve had occasion to speak at a number of conferences concerned with the impact of artificial intelligence on financial jobs.
As we kick off 2025, the economic landscape showcased a strong economy and resilient job market even as higher interest rates weigh on market sentiment. This week’s data underscore the delicate interplay between inflation expectations, real growth, and the Federal Reserve’s policy stance.
Private equity wants access to Americans’ retirement accounts, and is lobbying President-elect Donald Trump’s administration to get it.
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
We identify four categories of risks to the growth outlook.
On the inaugural edition of Market Week in Review for 2025, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, discussed Canadian Prime Minister Justin Trudeau’s resignation as well as the latest batch of U.S. and global economic data.
The journey from niche asset to core allocation looks set to continue.
The December PMI report, released on January 5, 2025, indicates that the U.S. services sector continued to grow, albeit at a measured pace, suggesting resilience in certain areas of the economy.
Do top-heavy markets eventually spread out? Diversification in investment strategies is essential as the market is inherently unpredictable.
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
The Roaring 2020s have been very good so far, but not exceptional when examined in isolation. That said, when viewed in the context of the past 16 years, this record-breaking bull market is spectacular.
The question asked of me most often recently: "Why are bond yields rising?" After verbally answering it plenty of times, it's time to put my answer in writing for everyone else to see.
On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the Fidelity Blue Chip Growth ETF (FBCG).
Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.
Be wary of claims that indexing and passive investing have huge hidden costs. In my view, passive investing involves owning, as close as is economically feasible, every stock weighted to market capitalization. So this means total stock index funds.
When and how will new policies take shape?
We are pro-risk, with the biggest overweight in U.S. stocks, yet eye three areas that could spur a view change.
The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels.
If you’re going to remember one important fact about the housing market, it’s that with the brief exception of COVID, the US has consistently built too few homes almost every year since the housing bust got rough in 2007.
The recent surge in bond yields is directing renewed attention to America’s grim fiscal outlook.
For decades, one of Saudi Arabia’s most strategic overseas outposts was a little-known office in New York City that coordinated its oil sales to American clients.
Goldman Sachs Group Inc. has upgraded its dollar forecasts, citing a robust US economy and likely higher tariffs that may slow monetary easing.
Treasuries extended their drop after Friday’s blowout employment report strengthened speculation that the Federal Reserve is poised to pause its interest-rate cuts for virtually all of this year.
OpenAI’s top executives are planning to host events in Washington DC and two key swing states to bolster support for investment in artificial intelligence as the company adapts to the biggest change in the US political landscape since ChatGPT launched.
As we enter 2025, the financial markets are optimistic. That optimism is fueled by strong market performance over the last two years and analyst’s projections for continued growth. However, as “Curb Your Enthusiasm” often demonstrates, even the best-laid plans can unravel when overlooked details come to light. Here are five reasons why a more cautious approach to investing might be warranted in 2025.
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Rough times are coming, yes, but I think we have at least 12 good months before the worst gets here. Let’s look at some of the reasons why things should be okay and then look at some of the potential problems.
Gold certainly had a great 2024, but 2025 is already shaping up to be an opportune year to build up more exposure through ETFs.
Taiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.
Chinese investors’ fierce appetite for overseas shares has triggered rare, full-day suspensions on a pair of exchange-traded funds tracking global equities.
Energy is the star sector of the S&P 500 Index in the early days of 2025, shaking off two consecutive years when it was a market laggard, and gaining despite Wall Street’s dim outlook for oil and gas stocks.
