1. Beware of the ‘Magnificent Seven’ Stocks Hype, Investors Warned
The ‘Magnificent Seven’ stocks that account for around 90% of gains on Walls Street’s S&P 500 this year are impressive, but not a silver bullet for investors. — George Prior
2. Retirement Do-Over: Here's One of the Most Common Regrets for Today's Retirees
Life doesn’t come with a reset button, much to the chagrin of U.S. retirees, the majority of whom say they would go back and change their retirement planning if they had the opportunity. — Mary Ellen Cagnassola
3. Why Clients Should Consider Working With Advisors
For the clients and those thinking about hiring an advisor reading this, you may already feel that personal finances and the related planning are daunting endeavors. Even if you’re highly organized and enjoy investing and consuming related content, there are myriad challenges to deal with. Those include everything from saving for a home and college funds for kids to estate and retirement planning, tax considerations and more. —Todd Shriber
4. Why Rangebound Markets May Be Here To Stay This Summer
Investors are playing the waiting game right now. In particular, they’re waiting for the U.S. economy to soften enough for the U.S. Federal Reserve to cut rates. Such an event — as the theory goes — would catalyze risk assets and lead to a much-desired breakout in stocks as lower rates spur demand and drive the economy (and profits) into a new expansionary cycle. — Kevin McCreadie
5. Is Artificial Intelligence the New dot.com?
You can't turn on the media or pick up the newspaper without a headline discussing "artificial intelligence." It is certainly reminiscent of the 1999 "Dot.com" chase if you remember that experience. — Lance Roberts
6. Will the Debt Ceiling Aftermath Push up Interest Rates?
This weekend, an agreement to suspend the debt ceiling until January 2025 was reached. Although there are still additional hurdles to get this package passed into law, markets have rallied as the prospect for a credit downgrade or default have diminished. However, many market participants are now wondering how interest rates will respond as the Treasury resumes net issuance and replenishes its Treasury General Account. — Meera Pandit
7. Have We Invented the Technology to Replace Us?
The fact that there are so many things emerging that look real but are virtual requires regulation. When you see deep fake videos and machines that create what look like humans but are actually machines, we need to regulate this. This is already a huge issue in finance where people are duped into fraud through fake people online. It will get ten times worse in the next few years. — Chris Skinner
8. Deal or No Deal? Advice Is That Simple at the Beginning. Really.
One of the greatest challenges for professionals working with complex ideas and products is to keep initial advice as simple as possible, without being patronising to the client or skipping the detail that compliance demands. — Tony Vidler
9. Leveraging the Growing Client Base of Gen X and Gen Y
The annual transfer of wealth from Baby Boomers to younger generations can vary significantly based on various factors such as inheritance patterns, economic conditions, and individual circumstances. However, according to estimates by various studies and organizations, the annual transfer of wealth from Baby Boomers to younger generations in the United States is projected to be substantial. — Bill Cates
10. How Do You Change a System That Doesn’t Want to Change?
There were two recurring P words throughout the New Local ‘Stronger Things’ event in London’s Guildhall. Permission: give it. Power: share it. The Guildhall was built in the 15th century to demonstrate the continuing power of the merchants of the City of London who regulated trade, and to ensure they preserved that same power. A fitting venue then to bring together the boldest and brightest thinkers at the forefront of the Community Power movement. — Paul Taylor
11. The Slippery Slope to Unethical Financial Choices
No one deliberately sets out to make bad financial choices. We usually think we are doing the right thing at the time. Even so, all of us make money mistakes and have to deal with the consequences. — Rick Kahler