Guest Contributor

Some recent flows and changes to flows is certainly worthwhile given the scalding rally we have experienced over the past year or so. #markets

Learn how an annuity may help provide income protection in your retirement. #annuity #retirement #income

Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. #inflation #markets #2024

Optimistic about the market's broad-based expansion and highlight the importance of managing volatility in their diverse portfolio offerings. #NVIDIA

investors have ready access to an array of alternative sectors, which now make up more than half of the U.S. REIT market. #REIT

The Fed is going lower, and that’s almost all you need to know about bonds. #bonds

How they are reshaping health care and why health plan providers need to decide whether to provide coverage. #insurance #health

Damola Adesoye outlines the three pillars of climate adaptation and the potential investment opportunities and risks associated with them. #ESG

investors may be wondering whether 2024 will be a repeat of last year with the continued strong performances of artificial intelligence AI stocks. #AI

Forget for the moment whether Trump did anything illegal and ask why he and other wealthy people and businesses want to borrow so much. #wealth

Birkenstock has put its better foot forward with these results, with revenue leaping upwards and beating expectations. #stocks

Market returns just before and after retirement have a disproportionate impact on our lifetime financial success. #retirement

Major political, societal, or technological breakthroughs propel one or both variables higher, stimulating economic growth rates. #AI

AGF senior analyst Wyeth Wright talks about what’s driving the recent performance of U.S. software stocks. #AI #stocks

Elucidate the nuances of IUL, ensuring you have a comprehensive understanding of its mechanisms, benefits, and considerations. #insurance

I don’t deny difference—but those blessings come with an obligation to share them, not some status of superiority. #views #identity

Journey from clinical psychology to finance, introducing the three Bs of a meaningful life and the four common behavioral errors in finance. #life #finance

Fees.That's right all you sports fans and Swifties, there is no such thing as a free lunch and cost is only an issue in the absence of value. #advisors

Where the potential sources of return in the fixed income markets may be expected to come from as we move through 2024 and into 2025. #bonds

The outlook for fixed-income securities seems generally positive, what are some of the risks we should also be considering?

I’m convinced that the referral approach is an enduring strategy that consistently delivers unparalleled results. #advisors #referrals #growth

I wish the broad market (meaning not just the Magnificent 7 advance hadn’t happened so quickly in November and December. #markets

Problems, challenges, and organic growth opportunities facing buyers and sellers in the wealth management and investment advisor space. #advisors

Compare the delinquency rate on consumer loans issued by all U.S. commercial banks to the prices of the S&P 500 Consumer Discretionary Index. #markets

Higher rates become less of a storyline for your portfolio when you can plan for them ahead of time, but that only works if rates stay relatively flat.

January came in like a lion and went out like a lamb. After roaring into the new year on the heels of December 2023’s record ETF inflows. #ETF

HL client Investor Confidence survey for February shows the index has stayed the same overall but shows variation in geographical sectors.

Fed signaling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer. #bonds

How finance and bitcoin's ecosystem evolved to enable mainstream bitcoin access. #ETF #Bitcoin

A fourth-quarter market rally, active ETFs shattered records. See how the breadth of success may point to more record-setting days ahead for active ETFs.

U.S. equities climbed 2.7% to close out 2023, and markets began pricing in about six rate cuts by the end of 2024. #ETF

Viewing expected returns through the lens of cost of capital may help benchmark what constitutes a reasonable expected return from the market. #invest

Benefits of current retirees to be cut in about a decade, proposals for Social Security reform are finally getting attention. #SocialSecurity

People who own Nvidia because they make the ai picks and shovels may want to learn from this history. #investing #stocks

We believe an exceptional buying opportunity for preferred securities may exist today. #securities #strategy

Imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle! #growth

Having a healthy relationship with it requires financial literacy, guidance, and trust. That's where financial advisors come in. #advisors #finance

For some, the expectation of a dividend beats investing for growth and not knowing how an investment might perform. #dividends #strategy

Few want a statistical fact to appear as a judgment of others, particularly regarding matters like marriage. #taxes #marriage

You can find the 16% of ETFs that beat the S&P in 2023 and which of those funds could’ve significantly improved the risk mitigation #ETF

Financial management is understanding and leveraging available financial benefits and support systems. One such support is the tax relief program. #taxes

The Fed pushed out rate cut expectations until May, properly disciplining premature rate cut enthusiasts. Markets sold off on this NOISE. #markets

A lot more than just monetary policy for investors to keep an eye on as they try to navigate what direction markets might take from here. #markets

Technological advancements are not only reshaping client-facing services but are also revolutionizing the operational fabric of firms in the sector. #tech

The rate debate seems to no longer include concerns the Federal Reserve will need to continue to hike rates to contain inflation. #bonds #Fed

The demographics, increased urbanization, and financialization that underpin the investment opportunities in India. #India #China #markets

February is a super-important month for luxury companies who hope their latest collections shown on the catwalks spark envy and desire. #luxury

Reach higher profitability and new expansion opportunities, consider these factors for the effective financial management of your stockroom firm. #advisors

Here are three insights that helped Colvin rethink her global equity allocations, which may help you rethink yours too. #global #investing

Necessity of diversifying beyond well-known indices, such as the S&P 500, and explore ways to optimize risk-reward outcomes within a portfolio. #invest