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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

The Market Is Bullish Again Yet Investors Remain Cautious

Equity markets have staged a rapid and decisive recovery, retracing losses tied to the Iran conflict and reestablishing upward momentum. The S&P 500 is once again approaching the psychologically significant 7,000 level, underscoring the market’s resilience in the face of geopolitical disruption. Financials—often viewed as a leading indicator for broader corporate earnings—have delivered upside surprises, while the latest producer price data suggests easing inflationary pressure at the margin. On the surface, the macro backdrop appears increasingly constructive.

Former US Treasury Secretary Yellen Says One Fed Rate Cut Possible This Year

(Reuters) - Former U.S. Treasury Secretary Janet Yellen sees one interest rate cut by the Federal Reserve ‌as possible this year, even as the Iran war creates supply shocks ‌in the global economy that put pressure on inflation.

"Short-term inflation expectations are up slightly, but they're going to watch all of that very carefully, and I think they have an open mind," Yellen said on Wednesday at the HSBC Global Investment Summit in Hong Kong.

Bank Of America Joins The List Of Banks With Rising Profits

Bank of America delivered a strong first-quarter performance, reinforcing a constructive backdrop for wealth advisors and RIAs assessing both market conditions and client positioning. The firm reported net income of $8.6 billion, representing a 17% increase year over year, with earnings per share of $1.11 exceeding consensus expectations of $1.01. Net revenue rose 7% to $30.3 billion, reflecting broad-based strength across business lines and continued operating leverage in a supportive economic environment.

Chicago Fed President Austan Goolsbee: The Longer The War Goes On, The More A Rate Cut Gets Pushed Off

(Yahoo! Finance) - Though the market has been betting on an interest rate cut this year, the path for the Fed may not be so clear.

"[Three months ago] I was on the more optimistic side that we could have the tariff impact on inflation. Be one and done. We'll get back on the path to 2%. We could have multiple rate cuts in 2026 ... Now with this [war], the longer this goes, the more it pushes that off," Chicago Federal Reserve Bank president Austan Goolsbee told Yahoo Finance at the Semafor World Economy conference on Tuesday.