Guest Contributor

Increasingly integrating climate considerations into portfolio management. However, a successful retirement depends on far more than investment returns.

AI tools can contribute to a corporation's understanding of their customers and make it easier to analyze consumer data. #AI #advisors

The era of ever-bigger, or growing, government was over, but big government has been here to stay. #government

Improved assessments would help non-profit hospital boards more clearly determine how well they meet their own stated charitable purposes. #charity

Addiction to social media becomes ever-more pronounced, financial advisors have an enormous opportunity to expand their reach #growth

Stocks are priced to deliver a positive expected return for investors, so reaching record highs regularly is the outcome one would expect.

Wasn’t long ago when almost all U.S. nominal Treasury rates were at or above 5%. Higher-for-longer was the concern for fixed income investors #bonds

Drove the 10-year Treasury yield down to a 14-month low of 3.79%. Unfortunately, this benchmark rate decline signals rising recession risks. #markets

Some insights into the developments that are currently affecting personal financing, as well as some predictions for the future of the sector #AI #advisors

The answer to whether a drawdown a decline of less than 10% is coming has always been an easy one. #markets

Created as a guide for retirees to withdraw from their savings in retirement. Learn about the potential risks retirees May face. #NCRetirementCenter

When a family with children spends money on a home mortgage or education, it’s investing for the long term, not just the next few years.

Pharmaceutical companies leading the charge in the booming obesity care markets have also delivered spectacular returns to investors over recent years.

Buffett won, which led many to scrutinize and mischaracterize hedge fund performance. #returns #investing

The first five months of election years have historically had lower average returns and higher volatility. #elections #makets #volatility

Stocks have rewarded disciplined investors for decades, through both Democratic and Republican presidencies. #election2024

By now you could argue we’re well past the point of calling this a head fake, but the real question is, will it continue? #markets

European stocks have often traded at lower price-to-earnings P/E ratios compared to their US counterparts in the past. #strategy

This article delves into key financial tips to help ecommerce businesses navigate their financial landscape more effectively. #advisors

These provisions, rather than education, welfare, or nutrition programs, are now the largest category of federal support for children. #child #taxes

When you own a problem, you attract more high-quality prospects and you begin to build the business you’ve always wanted. #growth #advisors

The probability of a Fed ease in September rose as high as 90% and Powell’s Fed seems poised to make good on the odds. #inflation

Anxieties will now congregate around S&P 500 earnings releases. Analysts expect earnings growth will be higher for longer. #markets #strategy

Lower volatility and a better outcome for investors. So, here are five ideas of very different funds to put in a modern pentathlon portfolio. #strategy

A broad survey of the bond market currently tends to be overwhelming for fixed income investors attempting to find the value in the market. #bonds

It’s been macro-economic data driving markets in recent weeks, as investors try and second guess the Federal Reserve’s next move.

Trends continue, returns in the second half of 2024 will look very different than the returns in the first half while still looking positive overall!

At best, it would require the Court to join Congress and the US Treasury Department in the endless game of whack-a-mole on tax shelters. #taxes

Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity.

Recently been quite low by historical standards. Can we now expect an increase in volatility? Let’s take a look at its seasonal pattern. #markets

Weak passwords are a major cybersecurity threat for small businesses as they can be easily guessed or cracked. #AI #security

After reaching a peak of $50 billion in assets, their lineup has experienced significant outflows due to lagging performance and missed opportunities

Perpetual laws in place today cannot be sustained perpetually. They must be reformed. #laws #views

Luck and time in the market certainly play a part, but there are also certain behaviours which mark out those who have hit seven figure status #Millionaire

Each part of your financial life—from budgeting and saving to investing and tax planning—needs to fit perfectly to form a clear picture.

The S&P 500, Nasdaq and Russell 3000 closely tracked one another through mid-May of this year. #markets #bubble #stocks

Enjoy your first days of summer and raise a koozie to toast a very happy halftime! #Summer #markets #investors

Investors in the US are flocking to options-based ETFs that either leverage option strategies to potentially boost returns. #ETFs

Evolution of registered funds has helped to democratize access to the private markets, they haven’t replaced the first-generation drawdown structure.

What has caused the vast growth in deficits since the turn of the century, a brief period when the federal government ran surpluses? #debt

We examine the performance of low volatility stocks through the lens of market cycles and offer our perspective on the outlook for these stocks. #stocks

The best way that we can think of to describe the municipal muni market over the past year would be orderly chaos. #bonds

Industry as dynamic and regulated as ours, regular assessments are not just beneficial, but essential for sustained growth and client satisfaction #advisor

This article delves into the world of SaaS startups, exploring their growth, impact, and the key factors driving their success. #strategy

The Case for Active-Active Management in a Covered Call Strategy. #active #advisors

Expert insight around things to look out for when viewing your first home. #home #buying

Let’s delve into how you can leverage psychological principles to make your brand stand out and resonate deeply with your customers. #advisors

Explore effective wealth management strategies for HNWIs, ensuring their financial goals are not only met but surpassed. #HNWI

democracy scholars Ivana Stradner and Anthony Ruggiero pinpoint one cause of this retreat: America is still losing the information war. #USA

To end May, the market was down almost 2% year-to-date and in the short span of two weeks has taken back roughly half the year-to-date losses. #bonds