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Vanguard Seeks SEC Approval to Expand Tax-Busting Fund Design
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Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its signature tax-saving fund structure — as anticipation grows that the Securities and Exchange Commission under Paul Atkins will soon embrace the design en masse.
Invest in Enterprise Products Partners for High and Stable Income
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In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation presents a detailed analysis of Enterprise Products Partners (EPD), a midstream master limited partnership (MLP) known for its high income potential, offering investors a stable and growing dividend yield.
What Business Owners Need to Know About the New Tax Bill
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The US 2025 tax bill enhances certain deductions and includes provisions for business growth and development. Our Bill Cass shares the highlights of what is being debated on Capitol Hill and the impact on business owners.
Equities Outlook: Era of Rapid Change Creates Opportunities
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Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
An Active Option to Ponder as Bonds Look More Compelling
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With tariff news providing constant equity market fluctuations, the case for bonds becomes more compelling. The added uncertainty also punctuates the need for an active management strategy, which one particular Vanguard ETF offers.
Should Investors Consider Options-Based Strategies to Help Manage Portfolio Risk?
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Financial markets have been experiencing some of their wildest trading days in history this year. Stock and bond prices have been moving in unison—an alarming scenario for investors and their advisors. With increased volatility, long-term investors might benefit from additional exposure to alternative strategies within their portfolio allocations.
Harvard and Yale Will Finally Lift the Veil on Private Assets
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If I told someone with even a little investing experience that I own an asset that pays like stocks but is stable like bonds, they would probably think I was a huckster or a fool. Yet many of the most sophisticated investors claim to own such a thing.
The Fed Can Now Declare Victory Over Inflation
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When it comes to inflation, America has reached a “Mission Accomplished” moment. Rule No. 1 of inflation reports is never to read too much into one report, but there have now been several months of fairly low inflation, so it seems safe to call it: The Fed did its job. Pandemic inflation is over.
Cautious Optimism: Shift Exposure, Stay Balanced
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Despite inflation worries, fiscal deficit concerns, and continued geopolitical conflict, equity markets posted strong returns in May on the back of easing tariff tensions, lower probability of recession, and better than expected US Q1 earnings.
Producer Price Index: Wholesale Inflation Cooler Than Expected in May
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Wholesale inflation heated up in May but was still cooler than anticipated. The producer price index for final demand was up 0.1% month-over-month after falling 0.2% in April. This was lower than the expected 0.2% growth.
Unemployment Claims Unchanged from Previous Week, Higher Than Expected
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In the week ending June 7th, initial jobless claims were at a seasonally adjusted level of 248,000, remaining at their highest level in eight months. This is unchanged from the previous week's figure. The latest reading was higher than the 242,000 forecast.
US Long-Dated Debt Faces Crucial Test in $22 Billion Auction
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After weeks of hand-wringing around demand for long-term US debt, all eyes are on Thursday’s 30-year Treasury auction for a fresh read on whether spiraling deficits are causing investors to shun the maturity.
Trump Says Again He’ll Set Unilateral Tariffs in Two Weeks
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President Donald Trump said he intended to send letters to trading partners in the next one to two weeks setting unilateral tariff rates, ahead of a July 9 deadline to reimpose higher duties on dozens of economies.
Deficit Pressures Treasuries… But No Crisis: US Treasury Market Is ‘Too Big to Fail’
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The first half of 2025 has been driven by headlines that have caused volatility in both the stock and bond markets. While tariff negotiations have commanded the most attention, we are now pivoting to the federal budget deficit, which feels like a perpetual headline over the last 15 years.
Real Middle Class Wages as of May 2025
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This series has been updated to include the May release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $52,538, down 5.8% from over 50 years ago.
Inside the Consumer Price Index: May 2025
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Inflation affects everything from grocery bills to rent, making the Consumer Price Index (CPI) one of the most closely watched economic indicators. The Bureau of Labor Statistics (BLS) tracks this by categorizing spending into eight categories, each weighted by its relative importance.
Consumer Price Index: Inflation Rises to 2.4% in May, Lower Than Expected
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Inflation rose for the first time in four months in May. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.4% year-over-year, up from 2.3% in April but lower than the expected 2.5% growth.
One Consumer Watchdog Loses Its Bite as Others Sharpen Their Claws
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Financial institutions shouldn’t underestimate the depth of regulatory complexity coming their way. A misstep in just one area — whether it’s KYC, AML or elsewhere — could unleash severe consequences.
Navigating a Non-Protocol Transition: What Every Advisor Needs to Know Before Making a Move From a Captive Firm or Broker-Dealer
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Transitioning away from your current firm is always a big step, but leaving a non-Broker Protocol firm comes with unique complexities — and potential legal pitfalls — if you're not fully prepared.
Ask Bev: Choosing a Custodian
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There is no “best” custodian. They all do some of the same things in terms of providing excellence in infrastructure and support, but they can vary significantly in what they focus on, how much ongoing attention they will give, and what the RM can bring to you as your relationship evolves.
A Focus on Fundamentals
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While the immediate path for tariffs may drift lower, the U.S. legislative branch is hammering out a tax and spending bill that seems to favor tax cuts over lower spending, reviving worries over the U.S. budget deficit and a growing debt burden that cannot be ignored.