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1. Market Insights: 5 Impacts of the Trump Presidency
The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets. While the market surged immediately following the election, many potential future headwinds may impact returns from economic growth, monetary and fiscal policy, and geopolitical events. — Lance Roberts
2. Five Big Issues to Watch Before Thanksgiving
Everyone in this town is sleep deprived, anxious to relax a little this weekend and reflect on the huge issues that loom between today and the U.S. Thanksgiving. Here are five crucial issues: 1. Is Vladimir Putin ready to negotiate? There are tentative signs that the Russian dictator may be willing to talk about a Ukraine deal — which would have enormous implications for U.S. defense spending. A breakthrough would be a huge victory for Donald Trump. — Greg Valliere
3. 9½ Election Connections You Need To Know
History has favored investors who stay the course. It’s a powerful reminder for anxious clients as you help them stay focused on their long-term goals after a contentious election. The election is over, and if you’re like me, you’ve probably heard from friends, family members and coworkers who are either excited or upset about the results. A big question on everyone’s mind is, “what’s next?” — Jayson Bronchetti
4. Fed Watch: Speed Limit 25
Following the September FOMC meeting’s much ballyhooed 50-basis point (bps) rate cut, the voting members scaled back and reduced the Fed Funds by 25 bps this time around. This brings the new Fed Funds trading range down to 4.50%–4.75%. Regarding the future course of monetary policy, as I’ve been emphasizing for a while now, the money and bond markets will be continuing to adjust their pricing mechanism toward what this rate cutting cycle will ultimately look like. And, in a data-dependent monetary policy world, that will leave plenty of room for further speculation for not only the December Fed meeting, but perhaps more importantly, for 2025, as well. — Kevin Flanagan
5. Markets Surge Amid GOP Sweep Speculation, But Uncertainty Remains
Former President Trump has been declared the winner of the U.S. Presidential election, securing the Electoral College and likely the popular vote. Republicans regained control of the Senate and are expected to gain control of the House as well. Equity markets have rallied strongly in response, while Treasury yields and the U.S. dollar have surged. However, uncertainty looms over future policy implementation and its implications for various parts of the market. Still, simply clearing the election hurdle is improving policy visibility, reducing volatility and increasing the flow of capital into risk assets. — David Kelly, Gabriela Santos, and Stephanie Aliaga
6. 5 Key Strategies to Brand Your Process and Attract More Clients
Most investment advisors still use product and price to compete for new business. Unfortunately, neither of these is enough to win the clients you want. In my experience, clients who come aboard based on product and price are generally lower-tier clients who drag on your business. — Jeff Thorsteinson
7. Growth vs. Value Investing: Top Picks for a Rate-Cutting Cycle
What is growth and value investing and which one is best when interest rates get cut? We take a closer look and offer 3 share ideas to benefit. Central banks around the world are embarking on an interest rate-cutting cycle. But what does this mean for growth and value companies, and where could the opportunities be? — Aarin Chiekrie
8. Post-Election Market Wins: What Unified Control Means for Investors
Investors won after Tuesday’s election! All major averages hit new highs and logged their largest post-election gains ever. Adding to the optimism, Chairman Powell cut the Federal Funds rate another .25% with the futures markets placing a 70% chance that he will cut another .25% on December 18th. Economic data arriving in the background reinforced the “soft landing” scenario and 76% of S&P 500 companies reported higher earnings than expected with overall earnings doubling growth expectations for the quarter. — David Waddell
9. Election Aftershocks: Interest Rates, Crypto and Inflation … Oh My
In this episode, our hosts dive into the market's reaction to the recent election and potential policy shifts under President Trump. They discuss sector impacts, market valuation worries, crypto's role in the election, and upcoming inflation reports. The team also forecasts whether the holiday season will bring a 'Santa' boost or a 'Grinch' downturn, with insights into consumer trends and early discounting effects. — What Does It Mean?
10. Trump’s a Gamechanger for This Suppressed Sector
Trump's victory in the 2024 US presidential election marks the end of crypto's four-year regulatory siege, and the implications are far bigger than most realize. Bitcoin hit new all-time highs. But the real opportunity lies in the coming renaissance of great crypto businesses. We don’t just have a crypto-friendly president. Over 250 pro-crypto candidates were elected to the House. Crypto critic Sherrod Brown (the man behind the legal assault on crypto) lost his Senate seat in Ohio. This will be the most pro-crypto Congress ever. — Chris Reilly
11. Advisors’ Responsibility To Discuss Crypto With Clients
For years, cryptocurrency was seen as an experimental asset—a high-risk gamble better suited for tech enthusiasts than mainstream investors. Most financial advisors steered clear, prioritizing the tried-and-true over the speculative. But now, with Bitcoin soaring past $93,000 and gaining institutional traction, it’s clear that the landscape has changed dramatically. — Nigel Green