Nearly a year ago, I – provisionally and with qualifications – declared I-Bonds to be the fabled “free lunch” due to the remarkable 9.62% rate they were paying. That rate came down – a lot – so should you still buy them?

Two Federal Reserve officials signaled they favored pausing interest-rate increases, while a third policymaker suggested the central bank may have more work to do in its inflation fight.

Whether it’s high inflation or greater market volatility, Monte Carlo analysis will reveal how those uncertainties impact a client and provide peace of mind about their plans.

New research shows that investors can profit by exploiting “momentum” – the notion that stocks or factors that experienced good performance will continue to do so, and vice versa.

The risk of a US debt default is greater than it’s ever been, threatening to tip global markets into a brand-new world of pain. For investors, there are few places to hide other than the oldest hedge in the book: gold.

Technological progress in the last two centuries, and especially in the recent past, has been nothing short of amazing. So why are we so unhappy? Why aren’t we all rich?

When planning for retirement, taking even the smallest risk can be life changing. Discover why financial advice during retirement planning is crucial with Harold Evensky.

Over the next decade, the total return for U.S. or global equities will be nearly zero, according to Felix Zulauf.

Depending on your financial situation, you may qualify for a subsidized loan or an unsubsidized loan. Here’s the breakdown of subsidized and unsubsidized loans, along with how to get each of them.

There are still some optimists in the market confident that a solution will be found in time to the US debt-ceiling crisis even as the Washington stalemate persists and many investors shun the most at-risk Treasury bill issues.

Jamie Dimon said it’s time for regulators to help put an end to the turmoil in the banking industry, but he’s already predicting policymakers will take away the wrong lessons from this year’s upheaval.

Corporate America, one of the few reliable purchasers of equities in this bear market, is retreating from its buying binge, fresh evidence that the Federal Reserve-induced slowdown is taking a toll on business sentiment.

Single-stock exchange-traded funds made a splash in the industry when they debuted last year. Now one issuer is hoping to double the existing lineup.

On May 3, the Massachusetts Supreme Judicial Court heard arguments on whether Massachusetts citizens will get a state-level fiduciary rule. The Fiduciary Institute submitted an amicus brief that said, emphatically, “Yes!” This is why.

As investor interest in ETFs that promote higher environmental, social, and governance standards fades, more issuers are shutting down these funds.

In a market where conflicting views abound, two major Wall Street trading desks agree on one thing: US stocks will rally on any soft inflation print Wednesday that could pave the way for the Federal Reserve to halt its tightening campaign.

With the Fed purposely trying to slow economic growth and a banking crisis in full swing, do the heightened risks argue for accepting the current bond yields and reducing equity exposure?

Forget the traditional sales process used by the advisory profession.

A group of firms including Goldman Sachs Group Inc, Microsoft Corp, Deloitte, and Cboe Global Markets Inc are joining a new blockchain system aimed at linking disparate institutional applications, potentially encouraging broader adoption of distributed ledger technology in financial markets.

Why might a firm eliminate the ability for a broker to manage assets? Here are two reasons.

Bill Gross, the former chief investment officer of Pacific Investment Management Co., recommended buying short-term Treasury bills, expecting the debt-ceiling issue eventually gets resolved.

A relationship-based business thrives on one’s ability to nurture, support, leverage and maintain the connections to the business and the people associated with it. Referrals require trust from all parties.

When March’s bank failures ignited a historic bond rally, few, if any, made more money than Josh Barrickman. His army of funds gained roughly $26 billion, the equivalent of more than $1 billion in paper profits every single trading session.

I’m tired of working for someone who is always angry. Nothing we do is good enough.

Any financial advisor can turn their content into a powerful SEO engine without engaging an expensive consultant.

Here’s what you can do to make your website compliant with the ADA and accessible to all.

Here’s why I started the Externship and why it matters.

For firms looking to hire tech talent this year, here are some critical components to consider.

Research has shown that investing in IPOs has been a bad deal – you lose money compared to a comparable index fund. But a new paper shows that certain VC-backed IPOs deliver alpha for investors.

The biggest risk to a planner/client relationship lasting through the client’s lifetime can be the adult children the client has appointed to hold their power of attorney.

Investments in a selection of private markets – also known as “alternatives” – reduced the volatility of portfolios in 2022.

The conventional wisdom is that the pandemic induced a trend of de-globalization, as major economies decreased the reliance of their supply chains on other countries. But, according to Louis-Vincent Gave, globalization will thrive, and the focus will shift from China to India and other southern hemisphere countries.

Investors are bailing on preferred shares at a historic clip because of the growing concern about the health of US regional banks.

Hedge funds supercharged bearish Treasury bets to historic levels just days before the US banking turmoil took a turn for the worse and spurred a stampede for the world’s safest assets.

Jeremy Grantham appeared on David Rosenberg’s "Webcast with Dave" to discuss how he is investing in this increasingly uncertain world and the areas of the market that are not correlated with the recession-bound economy. GMO invited our readers to watch.

If you act quickly, you can prevent your mistake from ruining your credit score and jeopardizing your financial future.

Berkshire Hathaway Inc. Chief Executive Officer Warren Buffett made his name by being greedy when others were fearful and fearful when others were greedy, dispensing folksy wisdom along the way.

Investors have punished a handful of US regional banks amid fears the turmoil will ensnare more lenders. But depositors at some — at least for now — appear to be sitting tight.

The federal Pell grant provides financial assistance to low-income students. Since it’s a grant instead of a loan, it’s essentially free money that students can use to cover their college costs.

Apple Inc. rallied Friday after reporting a rebound in iPhone sales last quarter, helping the world’s most valuable company top earnings estimates and weather an industrywide downturn that has battered much of its product lineup.

Some of the world’s biggest asset managers are buying up European corporate bonds — seeing the region as a safer bet as turmoil engulfs US regional banks.

Crowded equity trades and possible policy remediation for US regional banks may bring an end to a trade that’s roiled broader markets but proved lucrative for some short sellers.

The Fed and its loose monetary policy are to blame, according to Lacy Hunt, for high inflation, excessive risk taking, slow growth and other maladies afflicting our economy.

Crypto traders are avoiding billions of dollars in tax by taking advantage of wild price swings to “harvest” losses so they can be offset against other profits, according to a paper published by the National Bureau of Economic Research.

Within hours of the Federal Reserve’s latest policy decision, traders and commentators alike had started to challenge Chair Jerome Powell’s assessment of the economy.

Bank stocks have underperformed conservative sectors and the broader S&P 500. Despite the broad risks, there are good banks that can be investment worthy.

PacWest Bancorp has become the latest focal point of investor concern about the health of US regional banks, shedding nearly half its value in premarket trading, a day after Federal Reserve Chair Jerome Powell said authorities were closer to containing the turmoil that’s claimed four lenders this year.

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon made a bold call on Monday: his firm’s rescue of First Republic Bank ended the initial phase of the turmoil engulfing banks.

The threat of recession is making debt securities a safer bet, while the stock market is yet to price in those risks.

A long-shot bid to launch double-leveraged, single-stock exchange-traded funds tracking the notoriously volatile Tesla Inc. has been filed with US regulators after past attempts have failed.