On Investing
This Week's CPI Data and the State of the Economy
Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.
Market Commentary
Roller Coaster: Markets Take a Ride
Like some advances earlier this year, the market's current surge hasn't been defined by strong breadth underneath the surface—which will be key for a sustained, durable advance.
On Investing
The View from Washington D.C.
Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.
On Investing
Frequently Asked Questions from Investors
Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.
On Investing
Our Philosophy and What Matters in the Markets
Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.
What's in Your Portfolio? The Role of Various Asset Classes
Stocks, bonds, commodities, and other asset classes each play a unique role in your portfolio.
Midterms shake up Washington while regulators eye new rules
With the midterm elections in the rearview mirror, Congress returned to Washington for a busy lame-duck session to resolve some key issues. Meanwhile, regulators continued their breakneck pace, unveiling a daunting set of rule proposals that would create additional compliance burdens for advisor firms. Here's a roundup of what advisors need to know.
Market Outlook
2025 Treasury Bonds and Fixed Income Outlook
The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.
A look ahead at what RIA firms can anticipate for Fall 2022
This report is current as of August 12, 2022
Market Commentary
Panic Is Not a Strategy—Nor Is Greed
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
A flurry of activity as policymakers settle into 2022
Congress continues to struggle with bitter partisan divisions that will likely only worsen as we head toward this fall's midterm elections. But rare moments of bipartisanship have cropped up in recent weeks.
Market Commentary
Songs of Experience: Reminiscences of a Strategist
It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.