If I were to ask investors to name the best businesses in America, I suspect many would point to the Magnificent Seven, and understandably so.
The Great DeepSeek Panic of January 2025 is officially over.
Alacrity Solutions found itself in a tough spot. The Indiana-based company helps property and auto insurers manage customer claims by taking calls, sending adjusters into the field and reviewing files.
Formula One’s rising popularity in the US has drawn an investment from a top-performing Morgan Stanley fund.
Stocks of North American natural gas exporters are trimming a three-year rally as the White House seeks a swift resolution to the war in Ukraine. Analysts say those companies could suffer even more if sanctions on Russian gas are lifted, adding new competition in their key markets.
I have – painfully – learned one thing, in particular. Even if you can see what’s happening and could find the words to share your insights, if you have a leader that only wants to listen to an echo chamber, you aren’t going to get heard, no matter what you do.
For many of us, the Die Broke mentality is not about recklessness or extravagance. It’s about learning to let go. Despite our bold talk of spending down to the last penny, most of us will likely leave behind more than we planned. And maybe that’s just fine.
Many boomers are business owners who are selling their businesses. This article provides guidance for these retiring business owners, their heirs and their advisors. This article also discusses opportunities for investors to capitalize on this once-in-a-lifetime mass exodus of baby boomer business owners.
We are about to enter a new era – the era of the personal defined benefit pension. And I predict that over the next few years, it will be RIAs that deliver these personal plans to millions of Americans. Before I explain how this transformation will unfold, let me first explain why it must unfold.
While it seems unlikely that digital solutions or the internet will ever fully supplement human advisors, the ecosystem of financial advice and information is likely to continue to evolve and increasingly be online in the future.
Vanguard has unseated State Street for the title of the world’s biggest exchange-traded fund, ushering in a new world order for the $11 trillion industry.
As tariff tensions and stubbornly high inflation whipsaw US stocks, bullish Wall Street forecasters are urging investors to stay the course.
Elon Musk’s artificial intelligence startup xAI debuted its updated Grok-3 model, showcasing a version of the chatbot technology to challenge OpenAI days after the billionaire’s unsolicited cash bid to buy the company was rejected.
Coming into 2025, hopes for an increase in housing construction were pinned on lower borrowing costs. But with longer-term interest rates remaining stubbornly elevated and the Federal Reserve showing no urgency to ease policy, higher rents and home prices will be needed to drive an increase in production.
The Hang Seng Tech Index has soared 23% this year, far outpacing the Nasdaq 100’s 5.3% gain. Alibaba Group Holding Ltd. and Tencent Holdings Ltd.’s shares are back to their 2022 levels, while EV makers BYD Co. and Xiaomi Corp. hit new record highs.
US retail sales slumped in January by the most in nearly two years, indicating an abrupt pullback by consumers after a spending spree in the closing months of 2024.
Apple Inc.’s China business kicked off the Year of the Snake inauspiciously.
Meta Platforms Inc., after pushing into augmented reality and artificial intelligence, has identified its next big bet: AI-powered humanoid robots.
DeepSeek may be that catalyst, forcing investors and technologists alike to question long-held assumptions and reevaluate the competitive landscape in real time.
This article introduces GARP – growth at a reasonable price. As we will detail, by introducing earnings growth expectations into traditional valuation equations, some value stocks may not be quite the gems investors think. Likewise, some growth stocks may be value stocks.
’ll first summarize their projections and note what I think are some shockers. Then I’ll take a look at how accurate their past forecasts have been. Finally, I’ll conclude with what I’m changing in my own portfolio...
A hedge fund startup that uses artificial intelligence to do work typically handled by analysts has outperformed the global stock market in its first six months while slashing research costs.
Treasury yields dropped to weekly lows Friday after weak January retail sales data prompted traders to restore bets that the Federal Reserve will cut interest rates by September.
As we enter Valentine’s Day weekend, financial infidelity isn’t exactly a topic that exudes romance. But lovebirds who don’t make the discussion a foundational piece of their relationship risk adding avoidable strain on their union.
Markets always look their very best at the top - that's increasingly the case with gold as it nears $3,000 a troy ounce. It's behaving like a Veblen good, an item for which, contrary to the laws of economics, demand increases with price.
For four years, Indians sensed that the US was terrified of the word “trade.” Joint statements after summits buried trade such issues somewhere near the end; officials avoided the question at press conferences, preferring to focus instead on relatively esoteric concerns such as cooperation in space.
President Donald Trump ordered his administration to consider imposing reciprocal tariffs on numerous trading partners, raising the prospect of a wider campaign against a global system he complains is tilted against the US.
Federal Reserve Chair Jerome Powell said the latest consumer price data show that while the central bank has made substantial progress toward taming inflation, there is still more work to do.
Elon Musk praised his upcoming Grok 3 chatbot as an AI model outperforming everything else that’s been released thus far, and said the world would get to see it in a matter of weeks.
Investors in America’s biggest company are increasingly focused on China, where Apple Inc. is striving to win over a crucial customer base while also facing tariff-related risks.
Microsoft Corp. is bigger than most countries’ whole stock markets and its bond rating would be the envy of many nations.
Jeremy Grantham’s Boston-based investment firm is tapping into popular demand on Wall Street for emerging-market strategies that avoid China altogether, as investors prep for fresh disruptions across global supply chains on the back of Donald Trump’s combative trade posture.
US wholesale prices rose in January by more than forecast on higher food and energy costs, highlighting only limited progress on inflation ahead of tariffs imposed by the Trump administration.
You’ve set your 2025 budgets, and now you’re working with them – but is your marketing budget supporting the firm’s growth goal?
Let’s explore how to strike the right balance to keep your client meetings engaging, relevant, and impactful.
President Donald Trump called for lower interest rates, seeking to raise pressure on the Federal Reserve as he moves to implement a second-term economic agenda high on tariffs and expanding tax breaks.
The Federal Reserve is set to refrain from cutting interest rates for “quite a while,” following a hotter-than-expected inflation report, according to Mohamed El-Erian.
Private equity firms are facing early tests to the theory that Donald Trump’s return to the White House is a net win for America’s dealmakers.
Nvidia Corp. investors have typically rushed to buy the stock on any dips. But the mood since the DeepSeek-driven rout has been different, signaling that fears of a slowdown in AI spending aren’t going away.
The AI flight is taking off, and DeepSeek is the final call for India to show up at the boarding gate. Since its private sector is too risk averse to back research projects with uncertain payoffs, the state will have to step up.
Billionaire investor David Tepper has certainly made up his mind. He doubled down on his bet on Chinese stocks last quarter, adding positions in e-commerce platforms Alibaba Group Holding Ltd. and JD.com Inc., as well as index funds that track some of the country’s biggest companies.
It’s not easy when someone doesn’t want to look at their own culpability in relationships. But you can only control what’s controllable, and we don’t control others, much as we endeavor to do so.
When sales conversations turn into social exchanges, they often feel inauthentic, and your prospect may begin to question your motives. If they sense you’re more interested in developing a relationship than in solving their problem, it’s unlikely that you’ll close the deal.
As these two strategies evolve, financial advisors must understand their nuances to align client portfolios with current market conditions and future financial goals.
ETFs have always been a useful tool to play momentum and reversal in markets. However, the biggest question is always when to enter and exit such specific ETFs as the markets move through their cycles.
The professional development journey for financial professionals is best approached through a structured three-step process involving foundational designations, advanced level specializations, and niche market concentrations.
Gold endured a volatile few hours’ trading — rallying to a record, then paring gains — after President Donald Trump imposed tariffs on US steel and aluminum imports, adding to uncertainty in global markets.
Startup investors including Alphabet Inc.’s Google and SoftBank Group Corp. are betting that quantum computing, often thought of as a fantastical science experiment, is getting closer to having sweeping real-world applications.
OpenAI Chief Executive Officer Sam Altman rebuffed Elon Musk’s $97.4 billion offer to take control of the artificial-intelligence startup for the second time in less than a day, accusing the world’s richest man of making the bid just to gain a competitive advantage.
Bloomberg’s bonus calculator offers a revealing look at the divergent value of Wall Street employee payouts.
