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Tailored Lending: A Strategic Tool for Sophisticated Individuals
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Your financial requirements are multifaceted, necessitating strategies tailored to your specific needs. Tailored lending can be a valuable addition to a high-net-worth individual’s financial plan, helping you optimize cash flow, maximize tax efficiency and realize important estate planning goals.
Are Investors Underappreciating Risk?
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Investors have breathed multiple sighs of relief in recent weeks as the Trump administration has dialed back its extreme tariff rates on China and other countries. In addition, first-quarter earnings were better, overall, than many expected given the quarter’s uncertainty.
AI 'Washers' Can't Exaggerate Their Way Out of This One
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Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.
A Building Boom on Federal Land? It Just Might Work
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Amid the relentless chaos in Washington — tariffs, trade war, terminally rising deficits — at least one sensible idea has recently emerged: The federal government wants to free up more land to build homes. It’s a great ambition. The devil, as ever, will be in the details.
Using AI to Create a Monte Carlo Retirement Simulation
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Monte Carlo simulations have become an invaluable tool for financial advisors and individuals in the complex world of retirement planning. These simulations allow us to model thousands of potential future scenarios, accounting for the inherent uncertainty in investment returns, inflation rates, and longevity.
OpenAI to Buy AI Device Startup From Apple Veteran Jony Ive in $6.5 Billion Deal
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OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware.
What is Direct Indexing?
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Direct indexing has been in the news a lot more in recent years. Larger industry players have strategically acquired a number of providers—including Parametric. And many new entrants have entered the space, looking to build on its success.
Engine of Active ETF Creation: Latest Flight of Fixed Income Offerings
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The market narrative appears to change on a dime these days. Stocks may have staged a comeback to recoup almost all their post-“Liberation Day” losses. But the bottom line on the fixed income market hasn’t changed all that much.
Cathie Wood Buys Most TSMC Depositary Receipts in Nearly a Year
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Cathie Wood’s funds made their biggest purchase of Taiwan Semiconductor Manufacturing Co. shares in nearly a year, underscoring a change in stance from being mostly sellers of the chipmaker since the third quarter of last year.
Private Equity's Big Guns Are Tearing Up the Rules on Leverage
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As one of the world’s largest sovereign wealth funds warned this week that private equity is “very troubled” right now, a spate of recent buyout deals in Europe and the US points to a possible route out of the mire.
Skittish Investors Giving EM Bonds a Second Look
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Tariffs, inflation, geopolitical tensions, and other factors continue to feed into market uncertainty for even safe haven assets like Treasuries. As such, investors could be giving riskier emerging market (EM) bonds a second look.
Stimulus Does Not Stimulate
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Common sense and economic theory often collide. Take the stubborn belief that government stimulus spending and debt issuance reliably boost economic growth. It is a simple and seductive idea—when the economy falters, the government can step in, inject capital, and jumpstart growth.
Inflation Continues to Cool
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The April Consumer Price Index (‘CPI’) report was released last Wednesday and gave the Federal Reserve another positive data point in its inflation fight, as did Thursday’s negative Producer Price Index (‘PPI’).
The Active SMIDcap ETF Consistently Outperforming YTD
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This year’s turbulent market environment underscores the value proposition of actively managed strategies. Active ETFs may offer diversification benefits, a responsiveness to changing market environments, and a depth of fundamental research above and beyond that of their passive peers.