The Wealth Advisor

Contributor

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.

Money Market Funds Keep Growing Despite Expected Fed Cuts, JPMorgan Strategists Say

Assets in money market funds are rising to start year challenging some expectations that investors are set to pour cash into stocks and fixed income.

This is the Way Charlie Did it

Munger's legacy in investment strategy shines through in final portfolio update for Daily Journal. Final update highlights Munger's patience and more.

Fed Raises Rate on Emergency Loan Program to Stop Arbitrage

The Federal Reserve raised the interest rate on loans to banks issued under an emergency lending program launched last year.

Annuities Were in Hot Demand in 2023 Fueled by Current Economic Climate

In 2023, annuity sales soared to unprecedented levels, marking a historic milestone primarily driven by an escalated demand for fixed annuities.

US 30-Year Yield Reaches Year-to-Date High After Poor Auction

US 30-year yield climbed to its highest level so far this year Wednesday after poor demand for an auction of five-year notes.