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Wall Street may have overplayed fears around capital expenditure
EQUITIES MAY 27, 2025
Wall Street may have overplayed fears around capital expenditure

Corporate America appears to be investing in growth.

By Bloomberg
New IRA account claims to make retirees millionaires with science-backed formula
RETIREMENT PLANNING MAY 27, 2025
New IRA account claims to make retirees millionaires with science-backed formula

Money Anxiety Index creator Dr. Dan Geller talks with InvestmentNews to explain.

By Steve Randall
Trump threatens 25% tariffs against Apple unless iPhones made in US
EQUITIES MAY 23, 2025
Trump threatens 25% tariffs against Apple unless iPhones made in US

The tech giant's shares slumped following presidential blowback against its India offshoring strategy.

By Bloomberg
Residential real estate: what’s happening with sales, prices, rents?
ALTERNATIVES MAY 23, 2025
Residential real estate: what’s happening with sales, prices, rents?

Challenging conditions for investors as market remains pressured.

By Steve Randall
US equities heading for worst week since selloff began
EQUITIES MAY 23, 2025
US equities heading for worst week since selloff began

Poor economic outlook has weakened stocks this week.

By Bloomberg
US firms predict tariffs could halve their revenue over two years
EQUITIES MAY 23, 2025
US firms predict tariffs could halve their revenue over two years

HSBC survey is gloomy reminder of trade restriction impact.

By Bloomberg
OnlyFans eyed by US investment firm at $8B, reports Reuters
EQUITIES MAY 23, 2025
OnlyFans eyed by US investment firm at $8B, reports Reuters

Adult content platform is trying to diversify into the mainstream.

By Bloomberg
International trade will never be the same again, says ECB
EQUITIES MAY 23, 2025
International trade will never be the same again, says ECB

Central bank president expects ongoing negotiations.

By Bloomberg
Trump's next reckoning: the fixed-income market's fiscal deficit focus
FIXED INCOME MAY 22, 2025
Trump's next reckoning: the fixed-income market's fiscal deficit focus

Bond investors "getting fed up" as passage of GOP-led tax bill amplifies concerns around the country's ballooning national debt.

By Bloomberg
FINRA puts kibosh on David Lerner's sales of proprietary products
ALTERNATIVES MAY 22, 2025
FINRA puts kibosh on David Lerner's sales of proprietary products

For decades, the bulk of the retail brokerage industry has moved away from selling expensive, proprietary funds.

By Bruce Kelly
Trump's 'big beautiful' tax bill squeaks past House
EQUITIES MAY 22, 2025
Trump's 'big beautiful' tax bill squeaks past House

After an extended impasse with an infighting GOP, the president's signature legislation heads to the Senate with late changes to SALT and relief for overtime pay.

By Bloomberg
US government deficit brings warnings from bond market
FIXED INCOME MAY 22, 2025
US government deficit brings warnings from bond market

Pushback comes as tax bill edges closer.

By Bloomberg
Bitcoin at new record high of $110K, traders increasingly bullish
ALTERNATIVES MAY 22, 2025
Bitcoin at new record high of $110K, traders increasingly bullish

Cryptocurrency trailblazer boosted by wave of optimism.

By Bloomberg
Trump considers making Fannie Mae, Freddie Mac public
FIXED INCOME MAY 22, 2025
Trump considers making Fannie Mae, Freddie Mac public

Hedge funds are keen for government conservatorship to end.

By Bloomberg
What’s stopping retail investors joining a $1.3T alts investment party?
ALTERNATIVES MAY 22, 2025
What’s stopping retail investors joining a $1.3T alts investment party?

Lack of understanding is a key barrier that advisors can help clients overcome

By Steve Randall
30-year Treasury yield breaches 5% level as US debt demand dims
FIXED INCOME MAY 21, 2025
30-year Treasury yield breaches 5% level as US debt demand dims

Following historic Moody's downgrade, softer-than-expected turnout for 20-year bonds sale reflects broader fiscal and economic anxieties.

By Bloomberg
Florida firm hit with six-figure fine for non-compliant RILA recommendations
RETIREMENT PLANNING MAY 21, 2025
Florida firm hit with six-figure fine for non-compliant RILA recommendations

FINRA says AAG Capital failed to maintain oversight in line with Reg BI, leading some life insurance customers to give up death benefits worth over $100,000 more than the cash surrender value.

By Leo Almazora
UnitedHealth's stock plunge raises broader questions on 'buy' calls
EQUITIES MAY 21, 2025
UnitedHealth's stock plunge raises broader questions on 'buy' calls

Just one analyst labeled the healthcare industry bellwether a "sell," going against the grain set by 97% of strategists covering the space.

By Bloomberg
Financial advisors taking little mind of Moody's US downgrade
FIXED INCOME MAY 20, 2025
Financial advisors taking little mind of Moody's US downgrade

Moody's cut its credit rating on US Treasury bonds, but wealth managers don't seem to be overly concerned - at least not yet.

By Gregg Greenberg
Are advisors missing retirees' needs in 'fragile decade'?
RETIREMENT PLANNING MAY 20, 2025
Are advisors missing retirees' needs in 'fragile decade'?

Survey suggests financial professionals are falling behind investors' need for guaranteed income and asset protection in their golden years.

By Leo Almazora