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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 […]

By Asset Allocator Journal Staff A soft landing in the U.S. housing market is not a uniform story, as Advisor Perspectives highlights, with Florida and Texas bucking the trend. These states are seeing robust demand and rising prices, driven by population growth and economic resilience, despite broader market cooling. Wealth managers may find opportunities in […]

By Asset Allocator Journal Staff A U.S. court’s ruling to block Trump’s tariffs has triggered a market rally, easing trade policy concerns, per BMMagazine. This decision may reduce volatility in trade-sensitive sectors, offering wealth managers a window to adjust portfolio allocations. Investors could see renewed confidence in equities as global trade tensions temporarily subside. Advisor […]

By Asset Allocator Journal Staff Advisor Perspectives indicates that the U.S. economy faces a tough 2025, with reduced GDP forecasts due to a growing trade deficit, weak consumer spending, and trade war uncertainties. Wealth managers should monitor sectors like manufacturing and retail, which are vulnerable to policy shifts, and prioritize diversification to manage risks. Proactive […]

By Asset Allocator Journal Staff Consumer confidence experienced its largest monthly increase in over four years this May, with Advisor Perspectives attributing the rebound to optimism about a potential trade truce and a stable job market. This positive shift, reflected in both current conditions and future expectations, could influence consumer spending and investment, a key […]

By Asset Allocator Journal Staff Wealthy UK families are increasingly turning to arbitration for divorce disputes, valuing its privacy and speed, according to the Financial Times. This trend requires wealth managers to adapt strategies for asset division among high-net-worth clients. It highlights a broader shift toward discreet, efficient solutions for complex family wealth issues. The […]

By Asset Allocator Journal Staff The U.S. labor market demonstrated continued strength by adding 263,000 jobs in November, a figure that suggests resilience in the economy and will likely be a key consideration for upcoming Federal Reserve policy decisions. This robust performance, reported by the Financial Times, indicates that hiring remains solid despite broader economic […]

By Asset Allocator Journal Staff U.S. stocks saw modest gains as Federal Reserve minutes indicated interest rates will likely remain elevated until policymakers gain more “confidence” that inflation is moving towards their 2% target, influencing investor sentiment and suggesting a cautious approach to rate cuts, as reported by the Financial Times. Bitcoin has reportedly surged […]