It looks likely billionaires and private equity firms will keep loading up companies with debt to turn them into dividend-paying ATMs.
Cathie Wood’s exchange-traded funds sold $66 million of Tesla Inc. shares Tuesday and picked up more Robinhood Markets Inc. as the retail broker’s dismal stock market performance continues.
The most recent data on inflation shows prices rose last month by the smallest amount since January, but that doesn't mean consumers are in the clear.
Many Fed members are vocal about tapering soon, but the Fed has not backed their words with action. Might the Fed be speaking loudly but carrying a feather?
Jeffrey Gundlach’s highest conviction investment idea is that the dollar will head lower over the long term. That will lead to a strong rally in emerging equities, and they will outperform U.S. stocks.
After vaulting up the ranks of the U.S. exchange-traded fund leaderboard, Ark Investment Management is starting to slip.
Amid the deluge of headlines in the past few days about congressional proposals to boost taxes on companies and the wealthy is one that would affect regular investors -- and potentially alter the entire U.S. fund landscape.
As the Democrats’ budget bill takes shape, higher education policy is once more a point of contention.
To understand how generational gaps impact your marketing strategy, we’re diving into the digital media that can be used to connect with prospects in different age groups.
If I was still a wealth advisor, I’d consider another career.
Is it common for advisors with employees returning to the office to get requests like, “Can I get gas paid for?
The public wants prophets. The historian writes stories about the past, but what the public wants is the history of the future. This leads to a paradox.
Dimensional Fund Advisors converted two more of its equity mutual funds into exchange-traded vehicles, further boosting the quant giant’s heft in the $6.8 trillion arena.
It’s unfortunate but true: Influential Republican politicians are playing another round of political chicken that could easily lead to a damaging brush with default on the national debt.
In the U.S., a four-year degree is increasingly a “talisman” against deaths related to suicide and economic hardship, according to a new research paper that offers a stark verdict on the current economy.
When a client says, "Things would get better if I had more money" or "More money will make me happier," they are a money worshiper. Here is how to work with them.
Pooled employer plans (PEPs) are the latest 401(k) rage, but they can be an asset or a liability. The difference is in their qualified default investment alternative (QDIA).
Here are the 10 best books I read from September 2020 through August 2021.
Applying a relatively single-indicator trend-following strategy is an excellent way to obtain meaningful exposure to the overall market with significantly lower downside risk and higher long-term risk-adjusted returns.
Is this new socially aware investment strategy all it’s cracked up to be?
Consistent with human experience over the last several centuries, conventional wisdom holds that innovation and technology have all but eliminated the limits to economic growth. But new scholarship – from outside the realm of traditional economics – contends that this is not true.
Vivek Ramaswamy’s new book, Woke, Inc.: Inside Corporate America’s Social Justice Scam, is addressed to what he believes are the evils of corporate America adopting a ”woke” posture and taking it upon itself to enforce woke-ness.
New research confirms that institutional investors, such as mutual funds, outperform the market before fees, and they do so at the expense of retail investors. That is bad news for retail investors and for investors in active mutual funds, who underperform after fees.
I’m all for showing generosity with prospects – until it crosses the line. Be on your guard for the five things prospects do and avoid getting played like Nintendo.
The next time you apply for a job, how would you feel if the person doing the interview asked to see your Uber rating?
Remember how, in late 2018, the Financial Times declared “techlash” — the backlash against the giant U.S. technology companies and all they represent — word of the year?
House Democrats continue to search for a way to satisfy lawmakers who want to scrap the deduction limit on state and local taxes without losing progressives wary of a tax cut that would overwhelmingly benefit the wealthy.
Amazon.com Inc. said it will pay college tuition for select frontline employees, becoming the latest big U.S. employer to offer educational perks to attract and retain workers in a tight labor market.
The latest unicorn startup is Aviatrix Systems Inc., a cloud networking provider now valued at $2 billion. The company raised $200 million in the deal, which highlights investors’ enthusiasm for technology that smooths big companies’ transition to the cloud.
There are vast inconsistencies between the stated climate objectives of money managers and “the reality of their investments.”
When American Campus Communities Inc. announced the signing of a $1 billion sustainability-linked credit line in May, its executives decided to take a victory lap.
With a 30% contribution to CPI, shelter prices are prone to boost CPI higher in the months ahead. It seems like a logical conclusion, but is it?
Companies that have gone public in the last two decades have had few minorities on their boards, a new report finds.
If financial regulators want to continue protecting investors as new technologies like cryptocurrencies and non-fungible tokens proliferate, they’ll need to give investors the tools to protect themselves.
The real estate market may be cooling slightly, but those who have sold their homes recently or plan to will still be reaping big gains from Westchester, New York, to Oakland, California.
Your client’s situation is unique. A special needs trust is not necessary or recommended for all clients or their families.
Creating a special advisory board will foster a better understanding of the questions facing seniors as they plan for retirement.
We’ve known about the need transition clients to a new advisor for three years, but suddenly we are running out of time.
Unless your planning contemplates the negative physical and mental health ramifications of widowhood, which include “psychological distress, physician visits and institutionalization, and higher rates of morbidity and mortality,” it’s not comprehensive.
Millennials are striving to make a difference with their money, which is why faith- and values-based investing are an excellent match.
No matter how happy you are at your job. No matter how happy you are with your compensation. Without fail, go on at least one interview a year.
LinkedIn is not for everyone, but if you’re in the camp that loves it, listen up. If you don’t love LinkedIn, let me convince you to take a second stab at it.
While robos are beneficial as they often invest in low-cost funds and ETFs, ideally, they should also include quality SPIAs and DIAs to simplify investment planning and allow retirees to spend more.
Those with dominant money avoidance scripts resist budgeting, investing, managing finances, or even learning about money. The further away they can get from financial decisions, the better.
Here is an example that quantifies how strategic tax planning and delayed Social Security claiming can increase portfolio longevity in retirement.
The First Eagle Credit Opportunities Fund (FECRX) takes an intensive, research-driven approach to income-oriented opportunities available across the alternative credit spectrum—including both private and public investments—in an effort to deliver current income while providing long-term risk-adjusted returns through a focus on senior-secured assets. I spoke with its managers, Andrew Park and Christian Champ.
Between March and May 2020, Google searches for the term "life insurance” surged by 50%. This swell in interest made sense and drove a profound change in how policies were sold, given that in-person exams and visits were impossible.
The U.S. stock market is thriving, while China’s deteriorates. China could intervene to limit stock market losses, but it is not. Is China purposely losing a battle to win a war?
I got my MBA at Kellogg nearly four decades ago and have been teaching investing for the last 20 years. Though not much has changed in the curriculum, over time I’ve realized that some things are downright wrong. Here are the big six.
On August 24 and 25, we held our second annual Thought Leader Summit. Here is a short summary of each session and a link to watch the replay for CE credits.