Guest Contributor

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.

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

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

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

Current landscape for the stock, as well as what the future could hold for the stock utilizing the 1990's technology bubble as a comparative. #Nvidia

Some life insurance claims are delayed, denied or become contested for several different reasons. #insurance #investors

These debates and their potential disconnect from economic data arise largely because people value different types of income differently. #wealth

Choose your fighter for the gamers out there, but it could be dangerous to just take the job numbers as a single point of being overly bullish. #markets

Why investors seem unphased by a monetary policy backdrop that has been decidedly less accommodative than anticipated at the beginning of the year #markets

Here are some considerations you should keep in mind when looking into student housing in the US. #college #USA #housing

11-step plan designed to guide holistic financial advisors those managing both insurance and assets under management toward achieving their targets #growth

Semiconductor ETFs are on a tear, racking up eight straight months of net inflows totaling a staggering $7.3 billion. #ETF

No wonder it has postponed dealing with this issue until the last minute from 2017 until after the 2024 presidential and Congressional elections. #taxes

Wise to diversify the risk of being wholly dependent on the whims of the Federal Reserve monetary policy and seek other options for income. #income

It’s worth finding out what’s holding them back, and why attitudes appear to be so different compared to across the Atlantic. #invest #research

This can lead to compounding returns for those investors who are patient enough to stay the course. #investors #strategy

By positioning themselves as knowledgeable and trustworthy educators, advisors can build strong relationships with Gen Z clients.

Strategies for growing your wellness business in 2025, focusing on innovation, customer engagement, and strategic partnerships. #growth #health

And the market is on fire, up 33% over the past year, albeit just 15% better in dollar terms after the yen’s steady decline. #Japan #markets

Privacy and surveillance has been around for a long time which may be why it is a worry when integrating AI into our daily lives.

Bipartisan efforts seldom give any of us, partisan or not, the information we need to decide issues. #voice #independent

Can satisfaction be high with low engagement?  How can financial professionals help clients better engage in the financial planning process?

The defensive nature of the FTSE 100 has come to the fore, with the index rising in early trade amid fresh uncertainty in the Middle East. #gold

Younger people are putting high-risk investments ahead of debt repayments, leaving them in a highly precarious position. #youth #debt #investing

Knowing that your are likely catching them in the middle of something, it's best to clear and purposful. This is not a time to wing it. #growth

If history were to repeat, money market yields are likely to decline, and investors may be better served by being invested in stocks and bonds.

In 2023 and 2024, the Federal Reserve's rate hikes increased bond yields, making bonds more appealing than dividend stocks and ETFs.

This democratization is transforming the way we help clients manage their finances, invest, and plan for their futures. #advisors #future

April saw the S&P 500 break its winning streak, falling 4.2%, dragged down by poor tech stock performance. #markets