Wealth Management

The new issue market is booming, starting off 2023 with sales of nearly $600 billion, fueled by a worldwide rally...

(Bloomberg)—Bettors in Nevada and Las Vegas tossed aside high inflation and recurring surges of Covid-19 to drop record sums for...

By Jack Forehand, CFA, CFP® (@practicalquant) — Momentum can be one of the more challenging factors for investors to understand. Since we are...

  (Bloomberg) -- Investors have little confidence in US stocks even after this month’s surge, fearing weak corporate earnings could drag them...

Value investing is poised for a comeback this year, as the Fed plans to raise interest rates further in its...

(Bloomberg Markets)—Raad Yousif drives his pickup truck past cactuses and sandstone cliffs, hunting for Phoenix’s best real estate bargains. On...

Don’t get too happy about the start-of-the-year rally, cautions co-founder of GMO Jeremy Grantham. In a recent paper, the well-known...

Let’s be blunt. Broker/dealers aren’t the darlings of the wealth management industry they once were, having struggled to adapt to...

Active equity funds in 401(k)s, top-heavy with tech stocks, plummeted last year thanks to the tech rout but are now...

A Wisconsin-based advisor pushed high-risk investments on clients, but pocketed the funds clients gave him, according to dual charges filed...