Articles

Articles from our Weekly Newsletters

Vanguard’s VOO Hits $1 Trillion of Assets in ETF Industry First

A seemingly endless appetite for buying US stock dips has propelled Vanguard Group’s S&P 500-tracking ETF past $1 trillion in assets, making it the first fund of its kind to reach a milestone once thought unimaginable for the ETF industry.

Dimon to Pitch JPMorgan’s Ultra-Rich Clients on SpaceX IPO

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon plans to discuss the upcoming SpaceX initial public offering with thousands of the bank’s high-net-worth clients, part of an unprecedented nationwide push in coordination with the rocket maker’s leaders.

Cliffwater Private Credit Fund Stung by 17% Redemption Requests

Cliffwater LLC’s flagship private credit fund capped redemptions at 5% in the second quarter after investors looked to pull about 17% of shares, in a sign of enduring pressure on the $1.8 trillion market.

Druckenmiller Leads Wall Street’s Return to Argentine Stocks

Foreign investors led by the likes of Stanley Druckenmiller and major Wall Street banks are returning to Argentine stocks this year after some had exited ahead of 2025’s volatile midterm election cycle.

Wellington to Buy Hartford Funds for $1.9 Billion in Wealth Push

Wellington Management Co. agreed to buy the asset-management division of Hartford Insurance Group Inc. as the Boston-based investment firm pushes ahead with a wealth expansion.

How to Handle Team Members Who Push Boundaries

It’s so hard in our industry to “benchmark” things like comp, benefits and work-from-home philosophies, because if you show me 15 teams or firms, I’ll show you 15 different ways to answer these questions. I know the WFH question is a big one, and many teams are struggling with it.

The True Cost of Indecision in 2026

More and more Americans are feeling financially behind in 2026. More than eight in 10 have reported having at least one financial regret from 2025, according to a recent survey from Omni Calculator. 28% said making rushed decisions without enough planning were the leading cause of financial mistakes.

A 180% Crypto Rally Shows New Investing Era as Bitcoin Stumbles

As billions of dollars leave Bitcoin and Ether funds, money is flowing into a corner of crypto that promises something investors have long struggled to find in digital assets: a clearer path from economic activity to token value.

Why Clients Open Up When They Stop Feeling Examined

When clients sense that nothing is expected of their answer, they relax. They pause. They speak more slowly. They wander a little as they search for words, and in that wandering, something real often appears. This is where conversations change.

FS KKR Sells $900 Million Bonds in Rare Junk-Rated BDC Deal

A private credit fund jointly managed by Future Standard and KKR & Co. sold $900 million of junk bonds on Monday, according to people familiar with the matter, in a rare high-yield offering by a publicly traded credit fund.

Blackstone Ties Up With Nippon Life on Private Credit Investment

Blackstone Inc. has entered an agreement to provide Nippon Life Insurance Co. with investment services, adding to an increasing number of tie-ups between private investment firms and Japanese insurers.

AI Funding Boom Reaches Muni Market With Google-Tied Bond Sale

Google parent Alphabet Inc. is poised to enter the municipal-bond market’s prepaid energy space by participating in a $1 billion transaction out of California, a major development in the evolution of a booming segment.

Company Pension Funds Stuffed With Bonds Ease Up on Debt Buying

A key source of demand for corporate bonds may be fading now that managers of company pension funds have more than enough money on hand to pay their retirees.

America's Tab: What 100% Debt-to-GDP Means for Advisors

As advisors, our role is not to solve fiscal policy; it is to ensure our clients are positioned to weather the uncertainty that comes from that gap, stay committed to their long-term plans, and not let macroeconomic anxiety drive short-term decisions they will regret.

Clear Communication Helps Your Financial Team Help You

Individual expertise matters. But in complex situations, making good decisions also depends on your financial professionals sharing information. When you support and expect their collaboration, you are no longer the communication relay.