When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.

It’s hard to keep track of all the theories about inflation. Remember policymakers and analysts blaming the surge in inflation in 2021-22 on supply-chain disruptions, too much government spending, and Putin invading Ukraine? Now some are saying that tariffs and deportations are going to cause a second surge in inflation.

Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.

As a result of the election and rate cuts, the stock market indices surged to new highs in anticipation of lower taxes & looser regulations.

Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.

To truly benefit from stock investing, it’s necessary to embrace both the emotions and the rewards that come with positive skew. This means learning to live with tail events. It may be uncomfortable when they occur, but they are an integral part of long-term success in the stock market.

Short-term rates are going down because the Treasury is issuing related debt at lower rates. Meanwhile, long-term rates are going up because the Fed is not intervening.. The Fed is trapped in a vicious cycle. Can you see a way out?

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.

Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.

Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.

he best scandals are those that start when someone, somewhere, decides to say something utterly shocking: the truth! A senior official of the OPEC+ oil cartel has said publicly what many thought privately — the group has been keeping oil prices too high, effectively subsidizing its rivals.

Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.

Today’s video is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s.

US Treasuries fell on Monday as traders awaited a hefty week of economic data and speeches from Federal Reserve officials that will likely determine expectations for the central bank’s policy decision later this month.

The world’s biggest hedge funds made the most of trading opportunities sparked by Donald Trump’s reelection last month, keeping the industry on track to post its strongest returns in at least four years.

Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.

The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?

Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.

As Germany and France head into another year of near-zero growth, it is clear that Keynesian stimulus alone cannot pull them out of their current malaise. To regain the dynamism and flexibility needed to weather US President-elect Donald Trump’s tariffs, Europe’s largest economies must pursue far-reaching structural reforms.

Let’s take a look at five of VettaFi's articles that significantly resonated with the community in 2024.

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.

2024 is set to enter Wall Street’s hall of fame of bull years.

The money-market industry just reached a significant milestone with Crane Data reporting that these cash-like funds have amassed a record $7 trillion in assets. There are many ways to think about this development.

Saturday marks two years since OpenAI posted an oddly named widget called ChatGPT to the web. Its staffers placed bets on how many users it would accumulate, the highest estimate being 100,000. How wrong they were.

A group of one dozen US Bitcoin exchange-traded funds is on the cusp of a record monthly net inflow, bolstered by the digital asset’s historic surge toward $100,000 on President-elect Donald Trump’s embrace of crypto.

The boom in portfolio trading, where investors can buy or sell scores of corporate bonds with just a few clicks of a mouse, is fueling mega trades that were rare in credit markets just a few years ago.

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

Wholesale elimination of tax exemption isn’t likely, but certain types of muni bonds could be targets.

Another election season has come to an end. While there are opposing feelings about the outcome of the election, I think everyone agrees that they are happy it is over.

On Monday, Warren Buffett announced that he was donating more than $1 billion in Berkshire Hathaway Inc. shares to four family foundations — a continuation of his commitment to give away the vast majority of his wealth to charity rather than pass it on to his family.

The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.

“Think of what we could do together” is a touching line at the denouement of Wicked: Part 1, the movie currently raking it in at the box office for Comcast Corp.’s Universal Pictures.

’Tis the season for a surge in financial frauds and scams, a huge and growing problem that caused nearly $500 billion in losses globally last year, along with untold human suffering.

As students across the country start to prepare for year-end exams, there are valuable lessons we can take from the classroom.

AI can be a powerful tool, but one that demands thoughtful, measured implementation. Taking thoughtful steps now to integrate and innovate with AI will keep you competitive. Turn your back on it and you’re probably not in business in the long run.

We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.

Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.

VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

We call them “Silicon Valley rivals,” but when you think about it, the big tech titans have mostly stayed in their respective lanes for the past 20 years.

Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.

The dominance of US equities over the rest of the world is unlikely to abate unless geopolitical and trade policy risks fade, according to JPMorgan Chase & Co. strategists.

Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.

The US economy expanded at a solid pace in the third quarter, largely powered by a broad-based advance in consumer spending as inflation continued to cool.

Not everyone is ready to give thanks for moderating food prices.

Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.

On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.