Even people whose money beliefs and behaviors align more closely are not necessarily an ideal match. Partners whose predominant money scripts fall into the money vigilance category may both track expenses, openly discuss finances, and hold similar values around saving.

These are dark days for free-market economists when one of the few areas of bipartisan consensus is for a terrible idea: Both Vice President JD Vance and Senator Bernie Sanders want the federal government to take an explicit stake in AI firms.

Oil headed for the biggest quarterly decline since the pandemic as flows through the Strait of Hormuz accelerated following progress on a peace deal, with Morgan Stanley warning of a potential glut ahead.

Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go.

A sharp rise in the dollar may emerge as one of the biggest “pain trades” in the second half of the year, according to HSBC Holdings Plc.

Meme mania swept through Wall Street in 2021. Retail investors gathered on social media and coordinated trading strategies to short squeeze high-profile hedge funds.

Markets will continue to shift. Headlines will change. Volatility will come and go. What endures is the value of having a thoughtful, well-constructed plan. Planning creates structure during uncertain periods and helps clients stay focused on long-term goals instead of short-term noise.

Jesse Livermore’s prolific trading stories about the fortunes he made and lost are well documented in two books. While his career was marked by the incredible volatility of his wealth, and some consider him a failure as he died broke, his market knowledge is invaluable. Accordingly, we share his 21 market rules.

The way the SPIVA U.S. Scorecard evaluates performance is not well aligned with the experience of investors. Adjusting for this reveals a more balanced view of active fund performance. While active and passive U.S. equity funds perform similarly, active bond funds tend to outperform.

Wall Street bankers are on a high after record-setting offerings from SpaceX and Google parent Alphabet Inc., lifting expectations for deal activity in the rest of 2026. More deals are on the way, including a steady stream of initial public offerings in the coming weeks, and a potential mega-deal for Anthropic PBC as soon as October.

European firms in critical sectors like nuclear energy and quantum computing are flocking to the US, despite efforts by European authorities and bourses to make the region’s markets more appealing and accessible.

Microsoft Corp. shares are heading for their worst month in years as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.

Social Security is now just six years away from insolvency, according to the latest annual assessment. Many in Congress might like to keep on ignoring the problem, as they have for years, but this won’t be an option much longer. Senators elected in November will see the system’s trust fund empty during their terms.

This roller-coaster week for tech stocks from Seoul to New York fueled by extreme investor positioning and worries over chip demand is sending a strong signal: the case for the artificial-intelligence trade is still strong, but the days of everything going up in a straight line appear to be over.

The dollar is wrapping up one of its best months in a year as a raft of Wall Street banks see a turnaround of fortunes for the US currency.

SpaceX’s blockbuster bond sale is weakening so quickly in the secondary market that traders say they can’t recall another recent deal that widened this sharply.

Bitcoin’s collapse is forcing crypto veterans to confront the question every bear market eventually asks: when does mass panic create a buying opportunity? The answer, according to many of the investors and analysts who have lived through previous boom-and-bust cycles, is: not yet.

JPMorgan Chase & Co. named Troy Rohrbaugh and Doug Petno co-presidents as the abrupt departure of consumer banking chief Marianne Lake marked another twist in the race to succeed Chief Executive Officer Jamie Dimon.

Market professionals already on edge about the staying power of soaring artificial intelligence stocks are starting to grapple with another risk: public anger toward the technology.

President Donald Trump signed executive orders Monday aimed at accelerating quantum research, laying the groundwork for federal agencies to adopt the technology and strengthen US defenses against cyberattacks.

Alphabet Inc.’s addition to the Dow Jones Industrial Average marks another step in the benchmark’s effort to catch up with a market increasingly defined by Big Tech.

With back-to-back announcements this week, SK Hynix Inc. and Micron Technology Inc. have solidified the memory chip market as the hottest part of the AI industry.

Federal Reserve Chair Kevin Warsh is changing how the central bank conducts monetary policy. A fresh look is appropriate, especially given the Fed’s failure to achieve its 2% inflation objective for more than five years. But this needs to be done with greater care than Warsh has shown to date.

That gap — between believing you are excellent and being able to prove it — is the central problem this article addresses. And solving it is precisely what “The 80/20 Manifesto” was written to do.

I have run sales teams, developed sales teams, trained salespeople and trained advisors for many years. Education is your best bet, but if people are focused on growth at all costs, sometimes they aren’t in a position to really listen.

Advisors have largely made up their minds about AI. What they have not settled is governance. AI adoption ran ahead of policy, the way it usually does, and the gap between the two is where the trouble starts.

US technology stocks rebounded, lifting key indexes, after the latest flareup of concerns about the scale of the artificial-intelligence-fueled rally wiped nearly $1.3 trillion from the market capitalization of Nasdaq 100 companies over the first two days of the week.

When investors feel like the stock market is toppy, as many do now, they often compare what they expect stocks and bonds to pay. The yield on stocks should offer a premium over bonds to compensate for higher risk, and it usually does.

Alan Greenspan, the titan of global central banking who led the Federal Reserve during decades of prosperity, has died at 100, just when elements of his free-market philosophy are experiencing a renaissance.

SpaceX is seeking to raise between $20 billion and $25 billion from a debut bond offering on Tuesday, after attracting about $30 billion of investor orders even before the sales process had formally begun, according to people with knowledge of the matter. At that size, the deal would rank among the biggest of the year, according to Bloomberg-compiled data.

A massive profit warning from BMW AG last week delivered yet more evidence that Germany’s automaking business model is broken. With Volkswagen AG’s top executives reportedly worried about existential threats to their company, BMW’s woes aren’t isolated.

Nouriel Roubini, the economist known for predicting the 2008 financial crisis and later for his sharp criticism of crypto, is putting one of his investment products on the blockchain.

SpaceX launched a demonstration mission Tuesday to send a reusable capsule into space and then recover it, part of a new program that may allow the Elon Musk-led company to tap into the emerging market of in-space manufacturing.

The Trump administration is providing $17.5 billion to help finance equipment orders for large-nuclear reactors being built by Westinghouse Electric Co., according to people familiar with the matter.

All of this is a warning to other developed markets with debt levels on the verge of exceeding their gross domestic product. Following the Truss chaos of four years ago, the market has decided to approach the UK through a lens of always assuming the worst, a default that continues to cost British taxpayers in the form of higher interest rates.

On June 11, security researchers showed how to subvert OpenClaw, one of the most widely used AI agents. Instructions hidden in something as ordinary as a shared contact or a pinned location could make the agent run an attacker’s code and hand over its secrets.

Important investment decisions should always be based on investment principles, not predictions. Principles form the foundation of a sensible long-term financial plan and are timeless rules.

No one can guarantee which choices will be best for your financial future. Do your best to make them, not out of anxiety over the broader economy, but in the context of your own family’s needs and finances.

The advisory profession is entering a new era. AI will not replace advisors — but advisors who use AI will replace those who don’t. And the actuarial approach is uniquely well suited to this transition.

As geopolitical factors increasingly impact returns in a changing market, active portfolio management will become an increasingly necessary approach for advisors seeking to navigate uncertainty and deliver consistent results.

Gold is often misunderstood. It is not a growth asset, and it produces no cash flow. Its role is to maintain purchasing power — not outperform. It reflects the currency’s declining value.

For much of the past decade, secondary funds served as the default entry point into private equity for a number of wealth managers, registered investment advisors, and institutional allocators. These investment vehicles allowed investors to acquire exposure to a private equity fund by purchasing the interest of one of its existing primary investors.

You know the term “Money Illusion”: mistakenly believing that today’s dollars have the same purchasing power as the dollars of ten or twenty years ago. As with any illusion, fake replaces real, image supplants fact, and fog obscures truth. We’re here to help you sort it out.

For the first time in four years, companies in emerging markets are beating profit estimates, giving investors a fresh reason to believe the bull market is just getting started.

Alan Greenspan, the Federal Reserve chairman proclaimed a wizard for guiding a then-record US economic expansion, only to see his luster dimmed by the financial crisis that erupted less than two years after he stepped down, has died. He was 100.

The flow of oil through the Strait of Hormuz is running at the fastest pace since the Iran war began — despite Tehran stating that the world’s key shipping chokepoint is shut and a report that the Islamic Republic continues to harass passing vessels.

Water utilities are selling bonds at a record pace to upgrade aging pipes and meet tougher regulations as they prepare for a potential pullback in federal funding.

SpaceX is selling investment-grade bonds for the first time in what’s expected to be the start of a massive borrowing spree to fund the company’s AI ambitions following its record $75 billion IPO.

Data center developers are struggling to connect to the power grid and, not unrelatedly, connect with people. Perhaps half the data center projects due to start operating this year won’t arrive on time, according to Currence, an artificial intelligence analytics firm.