Research
White papers, charts, studies, and research-backed advisor resources.
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Power-Based World Is Here: How Investors Can Prepare for What Comes Next
The assumptions investors relied on for decades are now being challenged and reimagined in real time.
Guest Contributor -
Construction Holds Steady Despite Weak Builder Confidence and High Mortgage Rates
These releases have higher-than-normal deviation rates, meaning that the actual figures can vary widely from the consensus range.
José Torres -
AI Boom Is Reshaping Markets and Reviving Value Investing
Why have value stocks been more durable than expected in today’s uncertain market environment?
Alliance Bernstein -
Should SpaceX Have a Place in a Core-Satellite Portfolio?
Learn how a core-satellite investment strategy works, how to diversify your portfolio, and where high-risk stocks like SpaceX could fit in.
Guest Contributor -
Planning for Pets: Advisors Should Inquire About Cats and Dogs
In an unexpected negative scenario, a retiree’s pet may be left homeless if the owner unexpectedly passes away.
Todd Shriber -
Semiconductor Stocks Enter Their Weakest Seasonal Stretch of the Year
Inflows into leveraged instruments were high, and in Korea it was primarily seniors who took on debt to buy semiconductor stocks.
Guest Contributor -
Kevin Warsh and a Market That Disagrees
We will find out Wednesday whether Mr. Warsh is the professor… or the pupil.
David Waddell -
The Hidden Health Risk Men Aren't Talking About: Financial Stress
Men’s financial veneers can manifest in myriad negative waves, including anger, burnout, headaches, stomach problems, and more.
Todd Shriber -
A Massive Wave of New Stock Supply Is Headed for Markets
Now, the Financial Times claims that Meta, Microsoft, and Amazon are planning similarly large equity raises to fund their 2026 capital expenditures.
Michael P. Lebowitz -
The IPO Trap: How to Tell When a Hot New Stock Is Overpriced
A company’s share price doesn’t always reflect its true worth, and at IPO, the gap between the two can be wider than many investors realise.
Guest Contributor -
FIFA’s $13 Billion World Cup Machine Leaves Cities Holding the Bill
Hotels fill up, public transit systems heave under strain, ad slots sell out, TV streaming spikes, and local businesses hope for a surge.
Guest Contributor -
Why the Best-Performing Funds Don't Stay the Best
Performing investments don’t always stay ahead. Learn how shifting market trends, sector rotation and diversification can shape long-term returns.
Guest Contributor