Guest Contributor

Halloween night need not be so scary. I touched on the volatility setup a few weeks ago, but let’s run the tapes and review how investors can beneit

With the rise in U.S. Treasury yields, MBS current-coupon spreads have widened in sympathy, providing would-be investors an opportunity

Discusses the AGF Asset Allocation Committee’s final quarterly update of 2024. #strategy

Alphabet is the first major tech name to report earnings, and it hasn’t disappointed. Cloud growth was strong. #earnings

AGF Investments Inc. analyst Grace Huang explains the potential opportunities and risks of global semiconductor stocks at this stage in the cycle.

For financial advisors, Q4 isn’t just another quarter—it’s the most pivotal time of the year.  #advisors

Lower interest rates in the coming months, lenders face increasing pressure to remain competitive while ensuring efficient and compliant processes.

The need to better serve women investors, the evolving client experience, preparing for growth and the importance of integration. #women

I have never seen money blind advisors’ decision-making more than in today’s competitive environment. #advisors #money

It has been gratifying and validating to witness the explosion of interest in hedged equity over the last five years. #hedge

Global financial markets reacted much like you would expect at the beginning of a new rate-cutting cycle. #ratecuts #economy

Over the last 24 months, the S&P 500 has climbed over 60% without experiencing a correction of more than 10%. #market #bull

Are the levels of the current markets exhibiting a more elegant efficient market pricing mechanism of future events or is it more bluntly apathetic #market

Both political parties' promises to protect seniors and their benefits: Protection has a price, and somebody will have to pay it. #SocialSecurity

Understanding that Pete was ultimately a numbers guy, let’s take the score of the game as we slide headfirst into year-end. #strategy

Advisers who are failing to evolve right now may find themselves watching from the sidelines as the next generation of wealth-builders pass them by. 

A CMMS helps streamline maintenance operations, optimize asset management, and, most importantly, boost the financial health of a business. #advisors

The issues besetting the region’s key markets from domestic challenges to geopolitical headwinds as well as their structural strengths

To get through the current environment, we think it is important not to chase the markets, but to let them come to you. #markets

Ask investors what kind of return they expect out of stocks in any given year, and many will respond with the market’s historical average return.

While the subsequent rebound in spreads left risk assets largely unscathed, the shift in sentiment for rates was clear: higher for longer is out

Leading the way in this shift, offering innovative solutions for collecting testimonials while ensuring compliance with SEC regulations. #advisors

We take a look at investing in small-cap stocks during an eventful and unpredictable year in the stock market. #strategy #markets

Investors may be surprised to learn today’s market concentration is considerably higher than the peak of the dot-com bubble in 2000. #markets

We looked at the long-term relationship between MSCI ESG Ratings and market performance to help answer this question. #ESG

It’s likely that this latest regulation rigmarole will result in a multi-year period of appeals and will end in a series of concessions #Google

Programs that focus on the tax challenges of the wealth transfer process would be a good place to start given the enormity of the opportunity

To tally up the scorecard in the early rounds of this recession fight and reveal who has the lead; the Recessionists or the Expansionists. Gloves up!

Two separate seismic declines within a timeframe historically renowned for heightened market volatility put the bull market to the test. #strategy

Essential strategies for home builders to handle their finances efficiently, leading to successful project completion and a healthy bottom line. #home

All three major rating agencies have adjusted their methodologies, making changes to ratings without any obvious catalyst triggering the rating change.

We explain below but the short version? We’re optimistic and focused on the pivots that may be required to take full advantage. #AI

Today, more than ever, we need much more comprehensive approaches to government policy that honestly assess trade-offs. #government

As Iran’s cruise missile attack on Israel and fresh strikes on Hezbollah in Lebanon have unnerved investors. #oil #investors

Politicians may not like China, but clearly investors should this week for keeping this rally aloft. Thanks, China! #China

Could Trump have avoided some of his financial struggles with better financial advice and a more diversified investment strategy? #Trump

And yet, there is an underlying base of data that reveals that not all is as smooth as the aforementioned headline numbers imply. #economy

Implementing robust legal frameworks to improving DEI data, three industry experts share their recommendations on retaining talented women in the workplace

Not only competing with other advisors but also with DIY tools like robo-advisors, online trading platforms, and financial influencers #advisors

This answers our call for more assertive leadership from the Fed Chairman and adds a substantial recession insurance policy beneath this economy. #economy

As the 2024 US presidential election approaches, investors are keeping a close eye on how the potential outcomes might impact their portfolios #election

Younger Americans have valid reason for disgruntlement: Big shifts in income and wealth are significantly favoring their elders. #views

Earlier this year, the Department of Labor issued a revised fiduciary standard that was celebrated by some and criticized by many. #NCRetirementCenter

During the post-COVID recovery is the time to conduct a critical and detailed assessment of the credit risk within any fixed income portfolio. #strategy

Looking further out to the end of 2025, they are expecting a further 1% of cuts, taking the base rate to somewhere in the region of 3-3.5%.

The company had tried to show it’s at the forefront of the reusable revolution, but it proved difficult to shake off its old-fashioned image.

Also suspect a rolling resolution, a rationalization of attention back toward fundamentals, and a rally resumption into year-end. #markets

What I can provide you with is a framework; a place to start to make your own informed and educated investment decisions. #markets #investor

Fin, Pro, An, The Fintagonist, a contrarians view on artificial intelligence in the fintech space. Bringing un-requested insights to the world #fintech

the carry trade is a strategy where investors borrow or sell the currency of a country with low interest rates and lend or invest in the currency