Articles

Advice From the Experts

  • Oil storage tanks and refinery infrastructure along a waterfront at sunset, silhouetted against clouds and fading light. Licensed image by Freepick licensed to this website

    By Elliott Hentov, Ph.D.

    While the near-term market effect of the US capture of Venezuelan President Nicolas Maduro is minimal—beyond select US oil refiners, Venezuelan sovereign bonds, etc.—Maduro’s capture is a major geopolitical event with profound implications for the future.

  • Sponsored Content by State Street Investment Management

    This interview is sponsored content by State Street Investment Management. The content and opinions expressed are those of the participants and should not be considered investment, legal or financial advice.

  • By Michael W Arone, CFA | Chief Investment Strategist, State Street Investment Management

    Bull market momentum continues into 2026, fueled by strong earnings, policy support and consumer optimism. Yet stretched valuations and structural shifts underscore the need for strategies that balance growth with resilience.

  • By Rick Lake | Founder, Narrative Alpha

    AI is already reshaping advisory work, yet many advisors still rely on basic prompts that limit results. Here's how to strengthen your prompting approach and get more consistent output across research, planning and communication.

  • By Cameron Witherow | Client Solutions Specialist, Capital Planning Wealth Management

    A demographic shift is reshaping the advice industry. Early-career talent helps stabilize client relationships, support smooth handoffs and keep firms competitive as the wealth transfer accelerates.

  • Graduation cap, piggy bank, and globe on a table, representing college and its costs.

    By Ric Edelman | Founder, The Truth About Your Future

    College leads to higher earnings, better health and greater life satisfaction, but the path is far less automatic than most families assume. Pushing teens to “just go” often results in debt, delays and outcomes that fall short of expectations. What should families focus on instead – and how can they improve their approach?

  • By Anqi Dong, CFA, CAIA | Senior Research Strategist, State Street Investment Management
    By Mariola Pokorska, CFA | Research Analyst, State Street Investment Management

    Investors use both sector and industry ETFs to express their market views, position for macroeconomic changes and industry trends, and manage portfolio risks. While grouping sector and industry funds together might feel natural, it can lead to oversimplified strategies and missed opportunities. How can you improve?

  • Abstract pie chart illustration showing how market concentration is reshaping equity income.

    By Matthew Bartolini, CFA, CAIA | Global Head of Research Strategists, State Street Investment Management

    Discover how rising market concentration in U.S. equities is driving strong returns but causing income from dividends to hit historic lows.

  • Digital wireframe landscape glowing with blue light under a starry sky, representing innovation and the expanding crypto and blockchain ecosystem.

    By State Street Investment Management

    Want to invest in crypto’s growth potential without buying crypto? Consider companies driving crypto’s adoption and use cases – from banks, to blockchains to other companies poised to benefit from the growth in digital assets.

  • Illustration of a robot pointing to rising stock charts, symbolizing the influence of AI on financial markets. Image credit: freepik

    By Dan Meges | Chief Economist, Head of Public Equity, Senior Managing Director; Clearstead

    The S&P 500’s surge rivals the dot-com boom, this time driven by excitement over artificial intelligence. While valuations are stretched, profits remain strong. Are we in another bubble – or still in the early stages of a boom?