A Look At The Federal Funds Rate Over The Past 50 Years: How Has It Changed?
You may not think much about the federal funds rate on a daily basis, but this key number impacts many areas of your financial life and the economy.
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The Difference Between Active And Passive Investing
For wealth advisors and RIAs, understanding the distinction between active and passive investing is central to portfolio construction and planning.
Projected Mortgage Interest Rates For The Next 5 Years
With the Fed's first interest rate cut of the year on Sept. 17, 2 more possible rate cuts, and a government shutdown, where are mortgage rates headed?
The Simple Math Showing The Stock Market’s ‘Asymmetric Upside’
A TKer subscriber recently pointed out if your investment is down 20%, you’d need a 25% gain from the current level to return to the initial level.
Acquisitions and Consolidation Continues to Reshape Wealth Management - Mariner Wealth Advisors Make Latest Headlines
Mariner Wealth Advisors is making headlines in the RIA space with another set of acquisitions, underscoring the pace and scale of consolidation.
Fidelity Looking at Record Year in 2025 for RIA Mergers and Acquisitions
Registered investment advisory (RIA) industry continues to see a surge in mergers and acquisitions, defying the broader uncertainty in global economy.
From Stagflation Fears to Bull Market Optimism: What RIAs Should Know About the Market’s Sudden U-Turn
Over the past few months, the market narrative has flipped dramatically. Client conversations were centered on stagflation risk and trade uncertainty.
