Month: June 2025

By Asset Allocator Journal Staff Yale’s $2.5 billion sale of private equity stakes is testing the endowment model it helped popularize, per Advisor Perspectives. The deal includes buyout, venture, and growth equity funds, and is among the largest ever by a U.S. university. It may reflect shifting liquidity needs and evolving investment priorities. The sale […]

The S&P 500’s inclusion of Coinbase Global, Inc. (NASDAQ: COIN) as its first cryptocurrency-focused constituent marks a pivotal moment for wealth managers, introducing crypto exposure to client portfolios tracking the benchmark index. Effective today, Coinbase replaces Discover Financial Services (NYSE: DFS), compelling advisors to navigate the opportunities and risks of digital assets within the traditionally […]

By Asset Allocator Journal Staff A stronger-than-expected U.S. jobs report for May weighed on Treasury markets, Advisor Perspectives reports. Nonfarm payrolls increased by 139,000, beating expectations and signaling persistent labor market strength. As a result, yields rose across the curve and market odds of a near-term Fed rate cut diminished. The Financial Times details how […]

By Asset Allocator Journal Staff The U.S. trade deficit narrowed to $73.8 billion in April, the smallest since September 2023, down from $75.1 billion in March, according to Advisor Perspectives. Exports increased by $2.1 billion to $263.7 billion, driven by civilian aircraft and industrial supplies, while imports fell $1.9 billion to $337.5 billion due to […]

By Asset Allocator Journal Staff Business Matters Magazine reports that UK steelmakers have narrowly escaped an immediate 50% US tariff due to a negotiated deal that reduced tariffs on UK metal imports to zero. However, ongoing trade talks between the UK and US remain precarious, exacerbated by broader US-China trade tensions, creating significant uncertainty for […]

By Asset Allocator Journal Staff Per Advisor Perspectives, Nvidia’s $1 trillion rally has traders ready to ramp up investments, signaling robust confidence in the AI and tech sectors. The surge, driven by demand for AI infrastructure, highlights Nvidia’s pivotal role in market dynamics. This momentum could spill over to related industries, prompting wealth managers to […]

By Asset Allocator Journal Staff The Financial Times reports that global markets are bracing for volatility as U.S. aluminum and steel prices surge following President Trump’s decision to double tariffs. This policy shift, aimed at protecting domestic industries, has sparked concerns about inflation and supply chain disruptions. Wealth managers may need to reassess portfolios with […]

Last month, we hosted a phenomenal Investment Strategy Salon Dinner at Ocean Prime in the Denver Tech Center, bringing together some of the sharpest minds in Colorado’s wealth management industry. These events are a favorite among RIAs, offering a unique opportunity to exchange ideas and stay ahead of market shifts over a three-course meal. The […]