Jan 18, 2025 View in Browser

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Slideshow

Jeffrey Gundlach: 8 Predictions for Stocks, Bonds in 2025

By Dinah Wisenberg Brin

"Some of the traditional recession indicators don't work" in current market conditions, the DoubleLine CEO says.

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Q&A

10 Quotes to Invest By, via Warren Buffett and H&R Block

By Jane Wollman Rusoff

Robert Bloch, son of the tax firm's co-founder, captures the successful approaches of the Berkshire Hathaway legend.

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News

Ignore the Daily Trump Noise, Focus on the Long Term: Traders

By Esha Dey and Bailey Lipschultz and Carter Johnson

Keep cash on hand and pounce if he sets off short-lived market movements, they advise.

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News

Vanguard to Pay $106M In Retirement Fund Selloff Case

By Dinah Wisenberg Brin

Prospectuses failed to disclose that an investor exodus could lead to large tax bills, the SEC said.

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Analysis

U.S. Bull Market in 7th Inning: Fidelity's Timmer

By Dinah Wisenberg Brin

Two firm leaders say stocks could face more pressure this year; another sees an "intriguing" equities setup.

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News

RIAs' Market Optimism Ticks Up: Survey

By Michael S. Fischer

Yet 48% still see a moderate or high likelihood of recession within a year, Security Benefit found.

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Resources

A Guide to Regulatory Compliance: Avoid Fines and Stay Ahead

Sponsored by: Morningstar, Inc.

Regulatory fines are becoming more frequent for financial firms due to compliance failures. This guide will help ensure your compliance efforts are up to date to avoid costly fines.

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ON DEMAND

The Future of HNW Success: 2025 Investment and Planning Trends

Sponsored by Orion

Join our expert panel to gain actionable insights into how the HNW and UHNW markets are evolving and what it means for your practice.

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