Guest Contributor

Ardent annuity advocates that guaranteed income products hold a rightful place in many clients’ retirement plans. #NCRetirementCenter

Clear that there are several trending challenges and opportunities facing the industry. These include the humanization of financial advice #advisors

Acknowledging those who lose when making trade-offs has always been difficult for elected officials. #elections #politics

Taken the first step towards a sound financial future by simply signing up for this class. I’m going to provide five other simple steps.#finance

Inflationary pressures and increased marketing spending, tight cost controls in other areas meant that underlying operating profits grew ahead of revenue.

Prospects for punitive trade tariffs, and U.S. manufacturing incentive programs have all accelerated the pace of U.S. onshoring and re-shoring. #markets

Money is the lifeline of any business. The journey from idea to profitable business growth needs the consistent fuel of capital.

Meta’s substantial investment in AI has the ability to hugely improve engagement with its platforms. #meta #investing #stocks

This April both broad interest rate volatility and an uptick in new issuance over the past month are certainly playing their part as well. #fixed #income

Solid gains so far in 2024 should not be overlooked, as there is reason to believe that the market may gain momentum in the months ahead. #Canada #markets

AGF senior analyst Grace Huang lists some of the potential catalysts that could benefit semiconductor stocks moving forward. #stocks

How you talk about ESG with clients may need to change. #ESG #advisors #investors

The bigger question now will be how Netflix continues to keep churn to a minimum, when rivals catch up with their own cheaper plans. #Netflix #streaming

Five common questions that often arise, shedding light on key concepts and strategies to help you navigate your financial journey. #finance

So, what were some of the positive currents that supported the rally, and do they still hold sway as we look forward? #markets #future

Fear factors may have driven the selloff, healthy markets climb a wall of worry, and recent investment sentiment measures read far too worry-free. #fear

Mr. Vitti is the type of person our current retirement system should better protect. I have long struggled with how we can do so. #NCRetirementCenter

I argue that healthy competition among financial advisors is beneficial for clients, businesses, the industry, and society at large. #competition #growth

Explore the potential implications of overheating for the Fed, the economy, and the markets…here’s what we’re seeing. #markets

Using the dotcom tech cycle as an analog, will the AI tech cycle make earnings and investor returns higher for longer? #investors #AI

Many economists favor deductions over credits because of the latter’s greater progressivity if tax rates remain fixed. #homes

No wonder that interest in gold has spiked online. It has hit yet another record high as a number of factors have combined to push prices up. #gold

The US economy has piled on over 300,000 jobs in the last month. This latest data set shows the US economy isn’t losing heat.

Bond prices declined in 2022 due to widespread market volatility that drove yields higher. #bonds #fixedincome

Even when elected officials do not comprehend how these items fit together and affect their constituents. #budgets #government

Significant economic consequences for LPs can, however, arise as a result of variations in the drafting of multiples in LPAs. #strategy

Here are the latest figures showing which Equity ETF Segments have attracted the most funds year-to-date. #ETF #Equity

High yield firms have been successfully pushing back their shorter maturities as speculative-grade loan issuance skyrockets. #markets

Inflation, the diligent ascent in the general value level of labor and products, has been a huge worry for people and ventures the same. #inflation

Energy prices rose 2.3% month-on-month, contributing 0.15% to the monthly rise in CPI, with gasoline prices the main driver. #inflation

What was a better inflation hedge? Short-term TIPS or TIPS with a maturity of less than five years. #inflation #tips #investing

The S&P 500 Index is trading at all-time highs again, but not every stock listed is participating in the rally to the same extent.

For any such effort to succeed, it is essential to factor in the psychological factors that drive legislators #reform #views

The big lift came from the dramatic increase in the Fed’s overall economic assessment, as shared below. #economy #Powell

The back office is, to my mind, the unsung hero that helps underpin the success of financial advisory firms around the world. #advisors

Avoid the Trap in Passive Derivative Income Strategies with an Active Approach. #passive #income

Shares 6 ways AI integration is transforming the landscape for founders and offering new value for investors #AI #investors

It is an opportunity to elevate firm leadership and get in front of other firms who may also want to sell. #RIA #advisors #growth

When it comes to municipal percentage spreads to Treasuries being in the 50s, it’s more like Heartbreak Hotel. #bonds #Elvis

Getting to the investment starting line involves an obstacle course in itself. We earn less on average, most of us weren’t taught about investment.

The Fed also includes an anonymous depiction of each member’s federal funds rate forecast within a dot plot. #Fed #markets

The country’s Two Sessions revealed economic targets that are largely in line with market expectations. #China #markets

Companies want employees who can flow with changing times. Demonstrating that on your resume shows employers you're a good long-term investment #growth

Here are some of the most important tendencies and predictions that will define the future of intelligent living. #future

You may hold off investing due to market volatility, uncertainty over the economy, unrest abroad, or other concerns. #investing

This year many are hoping for a return of the “Goldilocks” economy — an economy that doesn’t run too hot nor too cold. #markets

These are just a few of the themes that can potentially create investment opportunities for a strategy like managed futures.

I discuss three practical approaches: competition, integrated pursuit of broad goals, and information systems built to reveal, not hide. #views #government

We believe it is time for the world to fully embrace its SHEconomy era. #advisors #women #investors

The active momentum continues to be strong in the U.S., with almost a third of all ETF net flows going into active funds.