Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Gold Rises After Topping $5,000 For The First Time In 'Breathtaking And Profoundly Scary' Rally

Gold (GC=F) continued to rise on Monday after breaking above $5,000 an ounce earlier than Wall Street expected.

Fed Expected To Keep Interest Rates On Hold This Week

Fed expected to keep interest rates on hold this week.

Trump's JPMorgan Lawsuit Underscores His Growing Clash With Wall Street

U.S. President Donald Trump's lawsuit against JPMorgan Chase (JPM) and its CEO Jamie Dimon highlights a growing, and politically fraught, conflict.

Recent

ETF Innovators

How Return Stacking Can Help Investors Avoid Line-Item Risk

One of the biggest behavioral challenges in investing is the tendency for investors to focus on individual holdings rather than evaluating their portfolio as a whole. This phenomenon, known as line-item bias, can lead to premature selling of diversifying investments simply because they underperform traditional stock and bond allocations in certain periods.

ETF Innovators

Commentary: WealthTrust DBS Long-Term Growth Combines Quant Excellence With AI

By targeting companies that demonstrate both strong price performance and solid fundamentals, WLTG offers investors a disciplined and innovative strategy for navigating today’s dynamic markets. Its blend of proven quantitative methods and advanced AI technology positions it as a compelling option for those seeking superior returns.

News

SEC Filed Fraud Charges Against Three Texas Men for Involvement in Ponzi Scheme

The SEC has filed fraud charges against three individuals from Texas, alleging their involvement in a $91 million Ponzi scheme.

Future of Wealth

Market Strategists Caution Recent Rally May be on Fragile Footing

Despite a sharp rebound in U.S. equities following April’s steep sell-off, market strategists caution that the recent rally may be on fragile footing.

Meta, Apple, Microsoft Report Earnings This Week: What To Watch

Featured

Gold Rises After Topping $5,000 For The First Time In 'Breathtaking And Profoundly Scary' Rally

Fed Expected To Keep Interest Rates On Hold This Week

Trump's JPMorgan Lawsuit Underscores His Growing Clash With Wall Street

Recent

How Return Stacking Can Help Investors Avoid Line-Item Risk

Commentary: WealthTrust DBS Long-Term Growth Combines Quant Excellence With AI

SEC Filed Fraud Charges Against Three Texas Men for Involvement in Ponzi Scheme

Market Strategists Caution Recent Rally May be on Fragile Footing

Popular

Cathie Wood Sends Blunt 3-Word Message On Stock Outlook In 2026

Trump Sues Jamie Dimon, JPMorgan Over 'Debanking' Claims, Complicating Life For The Nation's Largest Bank

The TACO Theory On Trump Makes Every 'Dip' A Buy, Analyst Says

Active Management in Munis: Inside Manulife John Hancock Investments’ JHMU ETF

Wall Street’s TACO Trade Runs Into Problem of Its Own Making