Author: Thomas A Martin, CFA Critical Considerations, the Outlook from here, and GLOBALT’S positioning What do we know for sure? We know where we have come from and that’s not nothing. It sets the stage for where we go from here. Large cap stocks have surpassed their 2021 all-time highs, mid-caps are mixed in that [...] The post The Lay of the Land...

Ongoing market volatility, uncertainty regarding inflation, and rate hikes keep many investors camped in short duration or cash. Investors looking to broaden their short-duration exposures should look to municipal bonds for the tax benefits they offer. Municipal bonds hold long-term appeal with investors due to their tax status. Interest earned on municipal...

For those ready to make the retirement plunge, it’s essential they see their financial plan as a “living, breathing” one. That way it can accommodate market changes or other life fluctuations. They should also make sure to spread their nest egg across a diversified portfolio of accounts with varied tax liabilities, advisors shared. Aaron Clarke, [...]...

Investors are continuing to use fixed income to provide good portfolio results. BondBloxx analysis reported that most fixed income sectors saw positive returns in March. The research attributes that the economic climate is supporting bond investing at the time. “Economic data continued to confirm fundamental U.S. economic stability, as evidenced by...

Exchange is the event where financial services transforms from an industry into a community. Accordingly, VettaFi interviewed several strategists, giving them an opportunity to share their story and investment philosophy. Astoria Portfolio Advisors CEO and Founder John Davi offered his insights. Astoria Portfolio Advisors “We serve as an outsourced...

Because chips provide the hardware necessary in order to run artificial intelligence (AI) applications, the semiconductor industry’s performance is proverbially attached to the hip of AI. That said, traders can continue riding the strength of the AI wave with the Direxion Daily Semiconductor Bull and Bear 3X Shares (SOXL). “Semiconductor stocks are...