Factor-Based Investing

For advisors looking to add diversification and growth potential to client portfolios, life settlements are a compelling asset class.

Here are 12 types of clients who have recently established DAF accounts with the assistance and encouragement of their financial, legal, tax advisors.

Frank Pape is the senior director, portfolio consulting for Russell Investments’ advisor and intermediary solutions business. In this interview, he discusses the latest research on how advisors can maximize the after-tax income for their clients.

A consensus is emerging around an idea Americans used to scorn: That government cash payments are a good way to help struggling citizens and give the economy a boost.

A common reaction to hearing about a pregnancy is to say congrats and perhaps send a onesie. But there are other ways to celebrate and support newly expecting parents.

Meatpackers are in the crosshairs of U.S. lawmakers including traditional allies as ranchers complain that beef processors are abusing market power to gain out-sized margins at their expense.

The best growth of the expansion is likely behind the U.S. just as the world’s largest economy reclaims its pre-pandemic level of output.

New York City Democratic mayoral nominee Eric Adams told a group of House lawmakers that the limit on the state and local tax deduction enacted in 2017 is a top issue harming the city, according to two congressional aides familiar with the conversation.

he current inflationary surge is temporary. When flexible prices, especially some of those mentioned, normalize, inflation is likely to follow suit.

Now that in-person gatherings are back, should you ditch webinars?

My partner and I have worked together for a long time. We are polar opposites, but it is like a marriage. We want to name a third partner, one of our existing financial advisors.

I’ve coached many advisors over the years and spoken to thousands of others. Here’s what I’ve learned.

It’s everywhere. At the White House. In consumer data. On earnings calls: Anxiety that inflation is about to gut the economy. Two places it isn’t are the stock and bond markets, where investors have taken Jerome Powell’s “transitory” mantra to heart.

Senate Majority Leader Chuck Schumer and progressive Senator Elizabeth Warren warned that the U.S. economic recovery could take a major hit if the Biden administration fails to extend the federal government’s pandemic moratorium on student-loan payments past September.

U.S. state and local governments look slated to spend more on crumbling infrastructure as federal aid bolsters their ledgers, low interest rates makes it cheaper to borrow and the nation’s economy recovers from the pandemic downturn, Moody’s Investors Service said.

The real yield on 10-year Treasuries fell to a record low as concerns mounted over the outlook for economic growth even as investor flows fueled appetite for inflation-linked debt.

The passenger on the Alaska Airlines flight repeatedly dialed 911 before it even left the gate in Seattle. He claimed the plane was being hijacked. Then he called the FBI to say there was a bomb.

I provide guidance on the “equity-like” risk of buffer and floor strategies when included in a diversified portfolio, assuming an S&P 500 underlying index.

New research documents the abject failure of the vast majority of municipal bond funds to outperform a passive benchmark.

We have announced our Venerated Voices™ awards for commentaries published in Q2 2021.

Looking back at my personal financial planning practice, there are some things I’ve done right and some mistakes I’ve made along the way.

Here are a few tips for finding – and keeping – great advisors during a talent shortage.

Tweedy Browne is one of the most respected value managers in the world, with a legacy that includes having Benjamin Graham and Warren Buffett as clients. In this interview, members of its investment committee explain why value investing is on the cusp of a resurgence.

JPMorgan Chase & Co. is planning to more than double the advisers in its traditional broker business as the Wall Street giant plots an expansion in wealth management amid intensifying competition for rich clients.

Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Mortgage rates in the U.S. plunged to the lowest level in more than five months.

The imminent return of the U.S. debt ceiling is causing angst for money-market traders once again.

The latest clean energy ETFs to hit the market are looking to promote companies doing the most to avoid carbon emissions.

Municipal-bond investors still have concerns about the future of higher education even as schools in the U.S. look to a more normal-looking academic year thanks to Covid-19 vaccinations.

The worst is behind us, and over the next two years the global economy will continue to experience a strong economic recovery.