For years, I’ve believed that volatility is the primary driver of investment. It’s an inarticulate encapsulation of a capital markets theory, but when all the rhetoric is boiled away, volatility ...

Stocks have been on a roller coaster ride lately as investors struggle to decipher the impact of President Trump’s tariffs. The S&P 500 has dropped significantly since reaching an all-time high in ...

The CBOE Volatility Index, otherwise known as the Wall Street's fear gauge, is coming off its most volatile week since April. For investors hesitant to ride out the recent wild swings, Invesco senior ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

During periods of market volatility, the way financial advisors respond can make all the difference for their clients. Our latest report captures the experiences, challenges, and lessons of 47 ...

Periods of market turbulence are often framed as threats to portfolio stability, but new research suggests they are also accelerating structural change in US wealth management. The study, conducted ...

There are many things the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) does very well. For starters, it is extremely affordable with a 0.06% expense ratio. Its distributions are also relatively tax ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...