Geopolitical tensions have brought a lot of uncertainty to the markets, but investors know one thing for certain: Those tensions will cause countries to put more money into their defense systems and militaries. When a significant amount of capital flows... Read more
The underperformance of active management versus passive indexing has been well documented, especially in equities. According to the latest S&P Dow Jones Indices SPIVA report, 89.3% of U.S. large-cap active funds underperformed the S&P 500 over the 15-year period ending... Read more
For retirees, one of the most popular options in Vanguard’s lineup has long been the Vanguard Wellesley Income Fund Investor Shares （ticker: VWINX）。 It has a long track record, delivering a 9.2% annualized return since July 1970 with a balanced... Read more
Most investors are familiar with exchange-traded funds, or ETFs, as tools for gaining exposure to stocks, fixed income, commodities and cryptocurrencies. The structure has also expanded to include more complex derivatives such as options, swaps and futures. What many investors... Read more
If you want a clear read on how geopolitical events have shaped markets in 2026, look no further than the CBOE Volatility Index, or VIX. The VIX estimates expected volatility in the S&P 500 over the next 30 days by... Read more
Most investors are familiar with the Nasdaq composite, an index of more than 2,500 U.S. stocks that has a heavy concentration in the technology sector. There are a number of funds out there that can give investors diversified exposure to... Read more
Macroeconomic cycles are often defined by the environments in which certain assets tend to perform best. For example, real assets such as commodities and natural resource stocks have historically held up better during inflationary periods. Since September 2024, however, U.S.... Read more
Real estate investment trusts, or REITs, come in many shapes and sizes. An industrial REIT is a unique type of company in this sector that offers exposure to logistics and supply chain infrastructure, supported by long-term demand from e-commerce and... Read more
Did you know that on Dec. 31, 1978, the S&P 500 paid a dividend yield as high as 5.3%? Many younger investors have never experienced an environment like that, but for older generations, it was once common for equity income... Read more
You probably heard it here first, but April 14 was World Quantum Day, a benchmark date that enables the entire industry to raise a glass and note the rising importance of quantum science and technology while boosting public awareness of... Read more
Financial media has coined yet another term, and this time it is the “SaaS-pocalypse,” referring to the potentially negative impact of artificial intelligence on software-as-a-service companies. Seemingly each time a new agentic model is released by Anthropic, shares of software... Read more