8+ hour, 51+ min ago   (410+ words) All signs point to an interest-rate hike when the Federal Reserve’s monetary policy concludes this week’s meeting. Someone tell the president not to check the news this week. While the data was in line with expectations, it shows that inflation…...

4+ day, 8+ hour ago   (428+ words) Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain. “We’ve all heard the common narrative of yield-chasing investors trapped in illiquid funds and advisors regretting a pitch they didn’t…...

5+ day, 8+ hour ago   (312+ words) While the AI company’s IPO could be record-breaking, SpaceX’s rocky landing earlier reminds investors to “know what the heck you’re buying.” There’s about to be a new kid on the block. Anthropic is expected to go public in the coming…...

5+ day, 8+ hour ago   (268+ words) There are numerous electrification ETFs on the market — and they are about as predictable as the country’s aging power grid. The strains and weak points of the US power system hint at the potential for electrification as a theme: While…...

1+ week, 1+ day ago   (484+ words) We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing. Is it time to reduce your equity holdings? I suspect it is for the…...

1+ week, 6+ day ago   (296+ words) Some 72% of Americans feel guilty when spending on joy rather than financial goals. By helping them, advisors can build both trust and business. Do guilty pleasures really need to feel so … guilty? More findings from the survey: The fiscal consequences…...

1+ week, 6+ day ago   (294+ words) Nearly 60% of advisors said they are the products they’re most interested in adding to their portfolios. Nobody likes paying taxes, but these accounts could be the ibuprofen to that headache. Though long-short SMAs are still relatively new products, some asset…...

2+ week, 8+ hour ago   (385+ words) Equal-weighted index funds are surging amid concerns of a tech bubble. Giving everyone their fair share just got more popular. “Right now, we’ve got the Mag Seven about 34% of the total S&P 500 index, which is at historic levels,” said…...

2+ week, 8+ hour ago   (395+ words) Boring won. On the 50th anniversary of the index fund, a look at how “Bogle’s Folly” became the dominant force in American investing. As it turns out, it pays to be average. “The index fund is the biggest financial innovation in…...

2+ week, 1+ day ago   (431+ words) The fiscal consequences of cancer can be dire, even coinciding with mortality rates. Financial advisors can actually help. A cancer diagnosis is never something anyone is ready for, but when it happens, the effects can go well beyond the physical…...