A group of conservative Republicans representatives known as the House Freedom Caucus came out last week against any proposal that would lift the cap on deposit insurance, currently set at $250,000. Members of US Congress on both sides of the aisle are understandably cautious about taking such a dramatic step in the middle of an unfolding crisis.

The dollar has lost some of its luster over the winter. The twin supports of its status as the preferred haven during the pandemic and being backed by the world’s strongest economy are fading.

Congress is asking the Federal Reserve and other financial regulators what went wrong at Silicon Valley Bank and why they didn’t see it coming. In due course, they’ll admit some mistakes, draw some lessons and tweak some rules.

I’ve received more emails and calls from clients on the failure of SVB Bank than I did on the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets.

Here is what sets rockstars apart from the average advisor.

There are many marketing initiatives you can implement on your own that that will likely work. Here are some suggestions.

The goal of marketing is to garner loyalty among existing clients while also attracting new ones to drive growth and profitability for your firm. To implement engaging messaging, follow these tips…

Here are the core tenets I share with advisors who are trying to carve their niche and stand out – the best practices to beef up your marketing efforts in 2023.

Here are six compliance-friendly ways to incorporate social proof into your website to establish trust and capture new leads.

A study, reported in the Harvard Business Review, claimed that likability was not important to the sales process.

The 2023 T3/Inside Information Software Survey is now available. It’s the best guide to the 300+ fintech solutions in the marketplace, and a good buyer’s guide for advisory firms that are looking for additions or enhancements to their tech stack.

In hindsight, it was obvious it wouldn’t last. Low interest rates — the result of shifts in the global economy, economic stability, low inflation and monetary policy — couldn’t stay at zero forever.

A year into its fight against inflation, the Federal Reserve could — just maybe — be done raising its policy rate. History shows that monetary policy pauses mark great buying opportunities for US stocks, but there are several key caveats to bear in mind this time.

For millions of borrowers, student loan forgiveness will mean the difference between significant relief and ongoing payments. If you’re among them, the question is… what next?

The sudden loss of confidence by depositors in some US banks is causing many to focus on the scope for financial contagion and the needed policy responses. What should not be overlooked is the other, and slower, contagion channel in play — that involving enablers of economic growth...

With all that extra intelligence, there will be a need and a desire to undertake many new projects, ranging from innovative theatrical productions to more efficient and densely packed solar panels. These new projects could also herald a world of much cheaper and greener energy, which would further increase humankind’s ability to manipulate the natural environment. Land will thus become more valuable.

The changes inside SECURE 2.0 range from new rules related to 529 college savings plans to when retirees should take their required minimum distributions (RMDs). With so much to sort through, advisors may be overlooking some of the details of the act.

A simple annuity can effectively replace bond holdings in a retirement plan that are earmarked to meet the lifetime spending goal. The question is why should a retiree hold any bonds in the portion of their asset base designed to cover ongoing retirement spending goals?

The economic signals and a host of geopolitical risks confronting investors suggest that 2023 could be as challenging as 20022 for both stocks and bonds.

Should investors build their own portfolios of bonds, or buy shares of bond funds? Is there an economic difference or just one of appearance? Are directly held bonds safer because they mature, and you get your money back? How should one decide?

Annie Duke, once one of the best female poker players in the world, helped me understand why people work longer than they need to. This got me thinking about the decumulation problem more broadly and planning to live to age 100.

Of all the questions that ChatGPT has raised about the future of artificial intelligence, one still reverberates through Silicon Valley: Why couldn’t the industry’s largest technology firms breed an innovative service with a similar kind of impact, especially after amassing some of the world’s largest AI teams?

For all of you following the banking crises in the US and Europe, and asking why this is all happening again, I have bad news: Regardless of what laws are passed, or which regulations are issued, banking crises will recur — and not infrequently.

The pitch for an actively managed bond exchange-traded fund can be compelling, especially when there’s market turmoil and uncertainty

It’s rarely mentioned, but it’s stunning how often the financial planning profession has foreshadowed the evolution of our social environment.

Advisors have always considered the discovery meeting unchallengeable. Why?

In this interview, noted economist Woody Brock discusses what exactly causes gridlock, and how can its grip be broken.

The importance of Biden’s veto to save the DOL rule was not about assessing ESG factors. It was about affirming the role of the fiduciary in investment advice.

Lower interest rates and more liquidity are the keys to boosting confidence in the financial sector, but they impede the Fed's ability to fight inflation.

The Federal Reserve raised interest rates by a quarter percentage point and signaled it’s not finished hiking, despite the risk of exacerbating a bank crisis that’s roiled global markets.