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Wall Street's biggest bull stands pat on S&P 7,000 call
EQUITIES MAY 05, 2025
Wall Street's biggest bull stands pat on S&P 7,000 call

The holdout optimist from Wells Fargo sees market "past peak uncertainty" as trade war fears push many cheerleaders to pare back their predictions.

By Bloomberg
MIT joins colleges tapping bond markets amid federal funding threats
FIXED INCOME MAY 05, 2025
MIT joins colleges tapping bond markets amid federal funding threats

The elite college is just the latest institution turning to taxable bond sales as the Trump White House continues to exert political pressure.

By Bloomberg
US futures lower but global markets rise amid renewed hopes of Trump deals
EQUITIES MAY 05, 2025
US futures lower but global markets rise amid renewed hopes of Trump deals

But foreign movies are now deemed a ‘national security risk’

By Steve Randall
Q1 annuity sales top $105B amid persistent economic worries: Limra
RETIREMENT PLANNING MAY 02, 2025
Q1 annuity sales top $105B amid persistent economic worries: Limra

Limra data show RILAs and variable annuities outperforming, while fixed-rate deferred sales lag their 2024 highs.

By Leo Almazora
Stocks continue historic winning streak as trade hopes, jobs data drive rebound
EQUITIES MAY 02, 2025
Stocks continue historic winning streak as trade hopes, jobs data drive rebound

The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.

By Bloomberg
Americans' longevity illiteracy puts retirement at risk, finds new research
RETIREMENT PLANNING MAY 02, 2025
Americans' longevity illiteracy puts retirement at risk, finds new research

With membership in the "century club" expected to quadruple in three decades, joint studies from Nationwide and the TIAA Institute shed new light on people's planning blind spots.

By Leo Almazora
Real assets gain appeal amid inflation, rates
ALTERNATIVES MAY 02, 2025
Real assets gain appeal amid inflation, rates

Is commercial real estate making a comeback?

By Jonalyn Cueto
US ETF flows slowed to lowest in a year as trade policy spooked investors
ETFS MAY 02, 2025
US ETF flows slowed to lowest in a year as trade policy spooked investors

Financials posted the second largest sectoral outflows

By Steve Randall
Berkshire Hathaway a 'safe haven' in a messy market, advisors say
EQUITIES MAY 01, 2025
Berkshire Hathaway a 'safe haven' in a messy market, advisors say

Warren Buffett's firm is not only beating the market this year, it's providing a refuge for anguished advisors.

By Gregg Greenberg
Morgan Stanley opens private equity access to individual investors
ALTERNATIVES MAY 01, 2025
Morgan Stanley opens private equity access to individual investors

MSIM's latest fund targets individual investors.

By Jonalyn Cueto
The evolution of private credit
ALTERNATIVES MAY 01, 2025
The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

AI-powered gains for Microsoft, Meta boost futures following late-day rally
EQUITIES MAY 01, 2025
AI-powered gains for Microsoft, Meta boost futures following late-day rally

Wall Street ends mostly higher despite slowing economy

By Steve Randall
Is homeownership still a realistic element of the American Dream?
ALTERNATIVES MAY 01, 2025
Is homeownership still a realistic element of the American Dream?

Gen Zs consider tapping 401(k)s to get on the housing ladder

By Steve Randall
'Sell in May and go away'? Wealth advisors say, maybe not
EQUITIES APR 30, 2025
'Sell in May and go away'? Wealth advisors say, maybe not

The Wall Street maxim has the numbers to back it up. But why don't advisors use the strategy more often?

By Gregg Greenberg
Edward Jones joins the crowd to sell more alternative investments
ALTERNATIVES APR 29, 2025
Edward Jones joins the crowd to sell more alternative investments

"There's a big pull to alternative investments right now because of volatility of the stock market," Kevin Gannon, CEO of Robert A. Stanger & Co., said.

By Bruce Kelly
Wealth managers offer lessons from President Trump's first 100 days
EQUITIES APR 29, 2025
Wealth managers offer lessons from President Trump's first 100 days

Financial advisors share what they have learned since Trump's inauguration and how they will use that knowledge moving forward.

By Gregg Greenberg
Crypto ETF options expand as Amplify, ProShares launch new funds this week
ETFS APR 29, 2025
Crypto ETF options expand as Amplify, ProShares launch new funds this week

Launches include Bitcoin and newly approved futures-based XRP funds

By Steve Randall
Financial advisors don't see ESG turnaround anytime soon
EQUITIES APR 28, 2025
Financial advisors don't see ESG turnaround anytime soon

Wealth managers comment on the latest Morningstar report, which revealed a global retreat from ESG funds, with record outflows of $8.6 billion in the first quarter.

By Gregg Greenberg
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed
EQUITIES APR 28, 2025
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed

Alphabet exceeded expectations, but this week will reveal four more

By Steve Randall
Harvard muni bonds a buy amid battle with Trump White House, Barclays says
FIXED INCOME APR 25, 2025
Harvard muni bonds a buy amid battle with Trump White House, Barclays says

Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."

By Bloomberg