Investment Perspectives

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Similarities Between Roth IRAs And Non-Dividend Paying Stocks

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Tax-wise, fewer or no dividends benefits the shareholders, who minimize or avoid the immediate taxable income.

When Money Stops Talking

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The proliferation of alternative payment methods has made monetary aggregates much less relevant to the economy.

10 Reasons Clients Should Be Optimistic About The Future

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Clients might be grim about the economy or the stock market. Here are 10 reasons they could be optimistic.

All Eyes On Earnings Season: What To Expect For Q1 2023

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Overall, we can look for a small decline rather than a moderate one, and possibly even a gain, in earnings.

A Closer Look At Yield Metrics In An Evolving Rate Environment

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Thorough fund due diligence should start with an understanding of how each yield metric is calculated.

Minding Your 'P's': How To Evaluate A Direct Index Provider

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Direct indexing strategies present unique evaluation challenges relative to other types of investment strategies.

Buffett Shows Investors How To Broaden Their Horizons

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High-quality companies can be found outside the US, and often at cheaper prices.

A Bank Murder Mystery

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In the month since Silicon Valley Bank collapsed, four possible culprits have emerged.

The Pitfalls Of Dollar Hegemony

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We need to resurrect an alternative perspective on what money does and how it works.

Is Direct Indexing Right For Your Clients?

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While direct indexing does offer some very attractive features, it may not be right for everyone.

A BRICS Threat To The Dollar?

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Until a credible alternative to the dollar can be found, the greenback's dominance will not really be in doubt.

Bond Investors Shouldn't Gamble On The Inverted Yield Curve

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Reaching for yield during inversions misses the bigger driver of total return.

Inflation Has Peaked, But Expect Another Rate Hike, Says J.P. Morgan's Lebovitz

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Strategist David Lebovitz said that inflation “remains higher than policymakers would like.”

The Real Threat To Dollar Dominance

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The greatest threat to the dollar lies mostly in the current reckless standoff over the debt ceiling.

Strong Jobs Report Could Spell Trouble For Markets

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Economists anticipate this month's jobs report will signal continued reasonable growth rates.

Looking Back At The Markets In Q1 And Ahead To Q2

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It was a stronger start to 2023 than most had expected, and it may signal how the rest of the year will play out.

Who Is Right, Fed Or Markets?

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The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.

Another Black Eye For ESG In MSCI's Mass Downgrade

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A change in methodology will see ratings on thousands of funds lowered, highlighting the problems with such scores.

The Banking System Isn't A China Shop--Yet

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The failure of recent banks has some wondering if we've learned from past mistakes.

This Stock Market Splash Has A Disturbing Undertow

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The last time the S&P 500 Index rose more than its equal weight counterpart this much was the final three months of 1999.

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