This article will explore how to increase your AUM by capturing assets in trusts and DAFs, explain the difference between directed and traditional trustees, and discuss why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.
This past week saw a notable surge in the stock market, pushing it to all-time highs, despite mixed economic data. Inflation figures, jobless claims, and sentiment reports have been uneven, but markets remain resilient, with the VIX hovering around 20—a sign that fear persists among investors.
Since hitting the October 12, 2022, low, the S&P 500 has climbed 65.9%! By historical standards, there is still plenty of room for the current bull market to run
As the Fed begins cutting rates, October’s surprisingly strong US employment report only adds to the data pointing to a soft landing, despite lingering concerns of a downturn. We expect the economic expansion to continue, which has important implications for multi-asset strategies.
When we look at the Q3 earnings season, the Magnificent Seven have been driving much of the S&P 500’s growth since 2022. As these companies get larger and more mature, maintaining huge growth rates will become more difficult, especially considering the valuations they’re trading at.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin assessed what the latest U.S. economic data suggests about the health of the nation’s economy. He also discussed the pullback in Chinese equities and the rise in volatility expectations for the U.S. stock market.
The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate. This number has sparked discussions among investors and analysts, particularly those predicting an imminent recession.
The election could alter the thriving relations between the U.S. and Europe.
VettaFi discusses oil’s recent price moves and energy stocks as a geopolitical hedge.
Cash strategies may seem safe, but inflation can bite into returns. Instead, investors can try to outperform inflation with equities.
Digital assets offer investors an ever-expanding range of attractive investment solutions, including crypto-equities, early-stage startups, spot ETFs, and more. With the rapid proliferation of products in the space, developing a strategic approach to investing is crucial.
Join Sal Gilbertie, and Jake Hanley from Teucrium to learn how to put the Golden Grain Cycle to work for you.
By adopting best-in-class technologies, wealth management firms can position themselves as leaders in a competitive market, attracting more right-fit clients, and achieving sustainable growth.
With over 20 years of experience in web design and development, I’ve seen firsthand how the right website can transform a financial advisor’s business.
Choosing to make your coffee or your lunch at home instead of hitting the café every day is not just about saving a few dollars—it’s about setting yourself up for long-term financial success.
By bringing wealth advisors and attorneys together with medical professionals, clients can receive more comprehensive care. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors.
Hoya Capital’s David Auerbach delves into the recent performance drivers of REIT ETFs and outlines key considerations for investing in the sector. VettaFi’s Zeno Mercer highlights Tesla’s recent “We, Robot” event and offers perspective on the price of bitcoin moving forward.
How you connect with your prospects and how you position yourself in their eyes is crucial to becoming their Trusted Authority.
As Boeing Co. lurches from one crisis to the next, there’s been one constant for the embattled planemaker: Its predicament appears to be only getting worse.
Earnings season is here, and the US stock market’s furious $9 trillion 2024 rally is facing perhaps its biggest test of the year.
In an age of accelerating progress in artificial intelligence, everyone is debating AI’s implications for the labor market or national security. There is far less discussion of what AI could or should mean for philanthropy.
Vietnam may be quickly outgrowing its role in the global tech industry as the attractive manufacturing sidepiece to China.
If money makes the world go around, it hasn’t been doing a very good job lately. Beyond developed nations — in eastern Europe, Latin America and Africa — people and businesses are increasingly finding themselves cut off from global payments. An unintended consequence of necessary measures to enforce sanctions and thwart criminals, the trend is doing significant damage to trade and economic growth.
The $20 billion club is a group of pension plans near $20 billion and more in global pension liability. We have been reporting on this group since 2011.
When inflation begins to upend financial markets, as it has over the past few years, it represents a tremendous disruption.
Has the Federal Reserve achieved an economic "soft landing"? A resilient U.S. economy suggests it may have.
The disruptive effects of the pandemic are still reverberating across the economy and giving incorrect signs, in this case, of the U.S. labor market.
Global equity markets continued to rally throughout the third quarter, with strong positive stock performance from the U.S., international developed, and emerging markets. The two biggest narratives that have unfolded recently center on the U.S. and China.
The stock and bond markets were not spooked in September. The S&P 500 had its best September in the last 11 years with a +2% performance.
Exchange-traded funds (ETFs) have grown in popularity as one of the most flexible and accessible investment vehicles available today. Offering a blend of stock-like liquidity and mutual fund-like diversification, ETFs can serve as a core component in the portfolios of both novice and experienced investors
Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations.
There are two types of economists in the world…demand-siders and supply-siders. Without digging too deeply, one huge difference shows up in government policy.
The need for old age support is on the rise, as is its cost.
Investors are holding out to see how they can navigate the remaining months of the year, where they should be placing their bets, and what they can do to avoid any unsuspecting pitfalls.
Agency REITs are not for buy-and-hold investors. They tend to perform well in specific economic and interest rate environments and poorly in others. I believe the current bullish steepening shift in the yield curve could offer investors opportunities with the agency REIT sector.
The looming wealth transfer from Baby Boomers and the Silent Generation to younger generations is set to reshape the financial landscape in unprecedented ways. Estimated at $84 trillion, this transition is a huge financial event.
U.S. stocks have handily outperformed their global peers over the past few decades, as well as in the post-World War II period. We document the scale of the outperformance and ask whether it can continue.
Bond investors are going on defense as the outlook for the Federal Reserve’s interest-rate cutting path turns more uncertain.
Take a snapshot of markets right now, and it’s a picture of health. Stocks are at records, corporate bonds show no signs of worry and commodities remain buoyant on global economic optimism.
Nvidia Corp.’s shares are roaring back after the company successfully calmed investor concerns about product delays and its long-term growth prospects.
It’s almost always bad news when a statement from a prominent company hits late on Friday. For those who missed Boeing Co.’s release at 4:30 p.m. New York Time ahead of a three-day weekend for the bond market, Boeing laid out the ugly truth of blowout operating losses at its commercial aircraft and defense businesses during the third quarter, which combined for about $6.4 billion.
The top corporate conference calls are attended by dozens of Wall Street analysts whose job it is to maintain detailed earnings and valuation models filled with minutiae. Quarter after quarter, they populate their spreadsheets with revenue and cost assumptions to predict exactly what earnings per share will be months and years into the future.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Neuberger Berman Option Strategy ETF (NBOS) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Chinese stocks overcame a bout of early volatility to post their biggest gain in a week on Monday, suggesting that investors are hopeful the government will deliver on its promise of more fiscal support.
When most people hear the word “risk,” they think about wild market swings, scary headlines, and losing money overnight, but Howard Marks, Co-Chairman and Co-Founder of Oaktree Capital Management, takes a different approach. In his new video series How to Think About Risk, Marks digs deep into what risk is and how investors should handle it. Spoiler alert: It’s not just about volatility.
Everything I’ve learned and experienced in 50+ years of watching the economy tells me not to expect a soft landing. But maybe that’s because I’ve never actually seen one.
With over 36,000 metric tons in reserves—about one-fifth of all the gold ever mined—central banks know something we should too: Gold is the ultimate safety net.
The latest Employment Situation Report released on October 4, 2024, showed nonfarm payrolls increasing by 254,000 in September, with the unemployment rate holding steady at 4.1%.
As the Fed shifts its stance, investors must now weigh the broader economic implications.
For decades, a key component of many investors’ portfolios was a fixed income ladder. It was intended to provide ballast to the more volatile equity allocation and help reduce interest-rate risk.
