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JPMorgan Can Retain Junior Bankers With Cash, Not Threats

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Investment banks and private equity firms are fighting over the kids again.

The South Is Beating Inflation — But Not Housing

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US economic data continue to send mixed signals, keeping uncertainty high on interest rate cuts from the Federal Reserve later this year.

Fixed Income Outlook: A Not-so-Random Walk

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Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.

What Closed-End Funds Could Offer Amid Uncertain Times

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Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.

The Florida Pension Fund Managers Who've Beaten the S&P 500 Over 50 Years

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Unlike most other US public retirement plans of its size, the Tampa Fire & Police Pension Fund doesn’t invest in hedge funds, private equity or private credit.

Cathie Wood Says Trump Era Is Reviving Corporate Risk Appetite

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Corporate America is regaining its appetite for risk as expectations build around Donald Trump’s push for deregulation and tax cuts, according to ARK Investment Management founder Cathie Wood.

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.

Options Signal EM Firms’ Outperformance Could Fade: Taking Stock

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For US traders, developing-country stocks have been a surprising source of returns as Donald Trump’s trade war roiled the S&P 500 Index.

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.

"Yen-Carry" Anniversary Nears, but Worries Fade

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Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.

Gold has Glittered Amidst Storming Markets

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Gold plays a distinct role in the global monetary system. Simply put, it’s perceived as money, and its function as a store of value makes it arguably the world’s most popular hedge against inflation.

The Compute Capital Supercycle: AI’s Silent Infrastructure Revolution

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In the history of technological progress, there's often a critical misreading. We think the leap is in the product—the engine, the chip, the app.

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.

BlackRock Targets $400 Billion Private-Market Haul by 2030

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BlackRock Inc., the world’s largest asset manager, boosted its annual revenue target for 2030 and set its first-ever firmwide target for private-markets fundraising at $400 billion by then.

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.

A Digital Dollar Is a Trade War Weapon

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While crypto’s roots are libertarian and anti-state, stablecoins could serve to entrench the existing tech and monetary order dominated by the US, as 95% of them are dollar-denominated.

US, China Officials Agree on Plan That Awaits Xi, Trump Sign-Off

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The US and China capped two days of high-stakes trade talks with a plan to revive the flow of sensitive goods — a framework now awaiting the blessing of Donald Trump and Xi Jinping.

Why is Inflation Defying Tariff Fears?

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It’s premature to assume that tariffs won’t push up inflation, but the developments have been pretty encouraging thus far.

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.

Vanguard Debuts New Active Multi-Sector Bond ETF

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Today, Vanguard released its newest bond fund, the Vanguard Multi-Sector Income Bond ETF (VGMS).

Japan’s Corporate Reforms Create a Catalyst for Equity Returns

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A new culture of reform at Japanese companies offers exciting potential for equity investors.

The More Things Change, the More They Stay the Same

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In the current land of uncertainty the markets and investors find themselves in, the monthly Employment Situation report is ‘must-see TV’ and will remain that way for the foreseeable future.

Will the Trump Tax Cuts Pay for Themselves?

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Supporters of tax cuts argue that they eventually "pay for themselves" and lower deficits through economic growth and increased revenue, even without significant spending cuts.

What Is the Debt Ceiling and Why Does It Matter?

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What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

Trading Away From The U.S.?

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To anyone going through a breakup, just remember this lyric from Bernadette Peters: “If I’m patient the break will mend and one fine morning the hurt will end.”

The Fragmentation Era

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With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.

Gundlach: Illiquid Assets Don’t Belong in Liquid Vehicles

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Integrating volatile and illiquid assets into the ETF structure is something to be avoided, Doubleline CEO and CIO Gundlach said.

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.

Cryptocurrencies: Bitcoin Above $100K for 5 Weeks

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Bitcoin's closing price has remained above $100,000 for five weeks, the longest streak in history. BTC is up ~17% year to date and is ~1% below its record high from May 2025.

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.

Treasuries Rally as Soft Inflation Fuels Bets on Fed Rate Cuts

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US Treasuries surged as easing US consumer inflation prompted traders to increase their wagers on more than one Federal Reserve interest-rate cut this year.

London’s Incredible Shrinking Stock Market

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Back in 2016, Intercontinental Exchange Inc., the owner of the New York Stock Exchange, revealed that it was considering an offer for the London Stock Exchange Group Plc.

Equity Analysts Are Over Liberation Day Tariffs

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Wall Street analyst outlooks are typically bullish. If you aggregate every price target on every S&P 500 Index company and weight them to match the index, it’s exceedingly rare for the overall number to fall.

US Stocks Waffle as Traders Weigh US-China Trade Progress

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US stocks oscillated between small gains and losses on Wednesday, as traders look past an upbeat report on cooling consumer prices and assess the outlook for global trade.

US Core Inflation Rises Less Than Forecast for Fourth Month

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Underlying US inflation rose in May by less than forecast for the fourth month in a row, suggesting companies are largely holding back on passing higher tariff costs through to consumers.

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.

Choosing a Custodian

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The right custodian will be more of a partner than a vendor. Here are some things to consider when making your selection.

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.