Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Fed’s Hammack Says There’s No Need To Change Interest Rates For Months, WSJ Reports

Federal Reserve Bank of Cleveland President Beth Hammack said she sees no need to change U.S. interest rates for months.

Congress's Punt Ensures Healthcare Will Remain A Top Issue In January — And 'Very Likely Through Spring'

Congress's punt ensures healthcare will remain a top issue in January — and 'very likely through spring'

At Goldman And Citadel Securities, The Santa Rally Has Believers

Traders who spent December wondering if the typical year-end “Santa Claus rally” was going to kick in may be getting what they’ve been waiting for.

Recent

FundFocus

'There's Definitely A Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.

Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.

Direct Indexing Channel

Smartleaf and the Direct Indexing Lockup Myth: Why Tax Benefits Don’t Disappear After Year One

The “lockup” narrative around direct indexing suggests tax benefits vanish after initial loss harvesting. Jerry Michael, President of Smartleaf, dismantles the myth by showing how direct indexes can deliver tax efficiency across every client milestone—from onboarding legacy positions to withdrawals, charitable giving, and rebalancing. The issue isn’t whether direct indexes work long term; it’s whether advisors understand tax management beyond loss harvesting alone.

Economy

US Labor Market Gained 119,000 Jobs In September As Unemployment Edged Up Slightly

The US economy added 119,000 positions in September, data from the Bureau of Labor Statistics showed Thursday.

FundFocus

Nvidia CEO Jensen Huang Rejects Talk Of AI Bubble: ‘We See Something Very Different’

Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’

America's Biggest Banks Are Ending 2025 On Top With Big Growth Goals And Markets 'Wide Open'

Featured

Fed’s Hammack Says There’s No Need To Change Interest Rates For Months, WSJ Reports

Congress's Punt Ensures Healthcare Will Remain A Top Issue In January — And 'Very Likely Through Spring'

At Goldman And Citadel Securities, The Santa Rally Has Believers

Recent

'There's Definitely A Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.

Smartleaf and the Direct Indexing Lockup Myth: Why Tax Benefits Don’t Disappear After Year One

US Labor Market Gained 119,000 Jobs In September As Unemployment Edged Up Slightly

Nvidia CEO Jensen Huang Rejects Talk Of AI Bubble: ‘We See Something Very Different’

Popular

Analyst Who Nailed 2023 Bull Run Sets S&P 500 Target For 2026

Meet Rob Reiner’s Four Children Who Will Inherit His $200 Million Fortune, His Murder Suspect Nick Reiner Is One Of Them

Fed Predictions for 2026: What Experts Say About the Possibility of Additional Rate Cuts

Why This Billionaire Real Estate Developer Is Waving A Red Flag Over Data Centers

JPMorgan Prepares To Launch First Tokenized Money Market Fund