I look back to other periods when bonds outperformed stocks. This analysis allows us to assess specific stock traits and specific industries that over- and underperformed in those eras.

We received a creative bit of poetry from one of our Canadian readers that provides a Shakespearean take on market events.

Bill Gross pioneered the “total return” strategy in the 1980s that revolutionized the once-sleepy bond market.

Bob was in Nashville, TN last week as part of a gathering of the AP team.

Mortgage rates above 7% have put the housing market on ice as affordability challenges put off a lot of buyers. Newer, younger homeowners who locked in their mortgage at a low interest rate — and whose next move probably would be trading up — are content to stay where they are until mortgage rates fall.

Efforts to stockpile fuel mean Europe and Asia are approaching winter with healthy inventories as governments seek to counter shrinking supplies from Russia.

The IRS has given US cryptocurrency holders a bit more clarity about how to report digital assets on their 1040 income tax forms, a likely precursor to regulatory guidance.

Exchange-traded fund investors are preparing for the possibility that peak bond pain has passed.

The biggest increase to Social Security checks since 1981 was good news for retirees. But it also served as a stark reminder that the program is expensive, with cuts to the benefits looming unless it is retooled in coming years.

The US is planning to auction in December leases for offshore wind farms in California waters, the first off the Pacific Coast, which will require a new, more expensive turbine technology.

Reg BI is the most divisive issue in the fiduciary discussion and was a focus of the discussion during September’s event.

Here are a few ideas to find the perfect gift to show you care.

Your inability to recognize the biases you have prevents you from managing a more successful practice.

I find it hard to like someone when I don’t know the context of what I would do to interact with them.

The Biden administration is moving toward a release of at least another 10 million to 15 million barrels of oil from the nation’s emergency stockpile in a bid to balance markets and keep gasoline prices from climbing further, according to people familiar with the matter.

Some of the world’s biggest financial firms including BlackRock Inc. and Vanguard Group Inc. have told the UK they have no plans to halt the financing of new fossil-fuel supplies, in response to a list of questions sent by British lawmakers tasked with figuring out how the country can meet its own net-zero obligations.

Did you know that you can become more persuasive by learning how to modulate the tone of your voice?

Many Wall Street economists are holding firm to their bet that US inflation will slow substantially over the next year even as they’re being forced to keep raising their predictions for coming months.

President Joe Biden said 8 million Americans had already applied for “life-changing relief,” as he formally launched the application for loan borrowers to seek forgiveness on their student debt.

Mastercard Inc. debuted a service that will let consumers buy and sell digital assets through their bank accounts, potentially paving the way for thousands of finance firms to offer crypto trading for the first time.

To ensure your homepage is set up for success, I’ve listed six advisor sites that nailed their homepage messaging through copy and design.

The long-simmering idea that the US government should stand ready to buy back Treasury securities from investors to improve market functioning is moving closer to reality.

Goldman Sachs Group Inc.’s traders once again helped rescue results from a sharp slowdown in investment banking just as the firm prepares for a reorganization that will combine the two business units.

Part of supporting your clients’ financial wellbeing requires a good grasp of world economic, political, and financial events and how they apply to clients personally and individually.

A US recession is effectively certain in the next 12 months in new Bloomberg Economics model projections, a blow to President Joe Biden’s economic messaging ahead of the November midterms.

Citigroup calls it a “head scratcher.” Goldman Sachs terms it “striking resilience.” For Columbia Threadneedle, it’s a “reward for proactiveness.”

A strange thing keeps happening in this nightmare year on Wall Street: Seemingly surefire bets that outsize volatility will engulf equity indexes keep misfiring, even as those riding turmoil in single stocks pay off handsomely.

The sleeper hit of 2022 investing is about to lose some of its luster — but it still might be one of the best places to store your cash.

If the Federal Reserve was hoping for some sign that inflation is subsiding, it was cruelly disabused by the latest figures for consumer prices.

Investors are looking beyond a looming global recession and they see one country – and its financial markets – emerging strongest on the other side.

Midterm elections are upon us. I’m here to warn you… don’t fall for the trap.

Bob attended the 40th reunion of business school class this past weekend.

Daniel Kahneman and Richard Thaler won Nobel prizes for their work in behavioral science, propelling that discipline to the forefront of the advisory profession. But new research shows that behavioral science produces results that are no better than a simple model, and mutual funds based on it are no better than an index fund.

Despite crippling stock and bond market performance in 2022, there are nuggets of good news for clients.

I know what you’re thinking: “Longevicide? What is that?”

This year could be the beginning of the bursting of a superbubble that inflated over the previous 13 years.

The electric vehicle revolution will be subsidized.

It’s a deal which until recently was hard to imagine. Buying Albertsons Cos. triggers major antitrust risks for any of its obvious industry suitors.

Cathie Wood’s flagship fund on Friday closed at its lowest level in five years, after suffering a 78% plunge from last year’s highs.

Commodities are entering a crucial period as earnings season gathers pace, Europe firms up its energy-crisis response, and China’s political elite gathers in Beijing for a twice-a-decade summit.

Do people really move because they think their state income taxes are too high? It’s been a longstanding debate. Finally, a recent report from the Tax Foundation provides some compelling evidence that yes, they do.

As the housing market heated up during the pandemic, many would-be homeowners found themselves unable to buy despite making multiple offers or waiving inspections.

Bank of America has positioned itself as one of the leading lenders in the green credit space, while peer Goldman Sachs is facing questions from the Securities and Exchange Commission over greenwashing claims.

For some bankers, net-zero is like a new year’s resolution—a pledge one makes and often breaks before a year has passed.

US retail sales stalled last month as shoppers grew more guarded about discretionary purchases amid the worst inflationary environment in decades and rising interest rates.

Federal Reserve policymakers are suggesting that they’re prepared to raise interest rates higher than previously planned, though not necessarily faster, with elevated inflation proving more persistent in the latest data.

Markets have been whipsawed in recent weeks, first by talk that a cooling labor market would allow the Federal Reserve to “pivot” away from its aggressive interest-rate hiking campaign, and then by comments from central bankers that any such move would be premature — as Thursday’s hot consumer price index report proved.

It’s October and we’ve avoided slipping into a third world war for almost eight months, so we have that going for us.

United Airlines Holdings Inc. is closing in on an order for more than 100 widebody jets as it studies offers for Boeing Co.’s 787 Dreamliner and Airbus SE’s A350, according to people briefed on the matter.

Being an expert comes with what I call “the curse of mastery” – when someone tells you about their problem, you immediately try to solve it – because you can.