https://finsum.com The market leader in financial news summaries en-us https://finsum.com/index.php/economy/bonds-total-market/item/12605-is-it-time-to-stretch-bond-duration-in-a-total-bond-portfolio https://finsum.com/index.php/economy/bonds-total-market/item/12605-is-it-time-to-stretch-bond-duration-in-a-total-bond-portfolio Sun, 08 Nov 2026 08:04:34 GMT Economy Bonds: Total Market With yields sitting well above where they were for much of the past decade, some investors are asking whether it is time to take on more duration in their core bond holdings. A total bond market fund offers broad, diversified exposure across Treasuries, mortgage backed securities and investment grade corporates, and ty... https://finsum.com/index.php/economy/eq-asia/item/12604-chinas-tech-fever-breaks-as-investors-fear-ai-bubble https://finsum.com/index.php/economy/eq-asia/item/12604-chinas-tech-fever-breaks-as-investors-fear-ai-bubble Sat, 07 Nov 2026 07:42:24 GMT Economy Eq: Asia China's tech rally has hit a wall. A key index of Shanghai's biggest technology companies has plunged more than 40% from its July peak as investors question whether heavy AI spending can ever earn enough to justify lofty valuations. What began as profit taking has become a broader reckoning over earnings. Troubles reac... https://finsum.com/index.php/economy/eq-total-market/item/12603-four-ways-to-rethink-your-portfolio-right-now https://finsum.com/index.php/economy/eq-total-market/item/12603-four-ways-to-rethink-your-portfolio-right-now Sat, 07 Nov 2026 07:34:15 GMT Economy Eq: Total Market Looking for fresh ideas? Four stand out. Technology still leads the market in earnings and revenue growth, though the ride will not be smooth. International stocks have beaten US shares since early 2025 and trade at lower valuations, adding diversification but also currency and political risk. Precious metals can serve... https://finsum.com/index.php/other/blog/item/12602-the-succession-gap-advisors-retire-faster-than-rookies-rise https://finsum.com/index.php/other/blog/item/12602-the-succession-gap-advisors-retire-faster-than-rookies-rise Fri, 06 Nov 2026 07:29:49 GMT Other Blog A large slice of the advisor workforce plans to retire within a decade, yet more than a quarter of them still have no clear succession plan. The bottleneck is talent. Many trainees fail out, and firms say developing newcomers eats up time and money, a challenge that hits small RIAs hardest because they lack formal trai... https://finsum.com/index.php/economy/economy/item/12601-washington-eyes-long-short-strategies https://finsum.com/index.php/economy/economy/item/12601-washington-eyes-long-short-strategies Fri, 06 Nov 2026 07:25:18 GMT Economy Economy A hot corner of the investment world just drew political fire. Senator Ron Wyden has urged federal officials to rein in tax aware long short strategies, calling a newer version designed to generate losses aggressive, abusive tax avoidance. These strategies have exploded in popularity, pitched to wealthy investors who w... https://finsum.com/index.php/economy/bonds-munis/item/12600-intermediate-munis-need-a-manager-not-just-an-index https://finsum.com/index.php/economy/bonds-munis/item/12600-intermediate-munis-need-a-manager-not-just-an-index Thu, 05 Nov 2026 20:17:04 GMT Economy Bonds: Munis The municipal bond market is huge, fragmented and full of quirks, which is exactly why active management can matter, especially in the intermediate part of the curve where many investors build their core tax free income. With roughly fifty thousand issuers, passive funds must sample rather than replicate, and market va... https://finsum.com/index.php/other/eq-energy/item/12599-the-energy-shock-moves-downstream-and-markets-feel-it https://finsum.com/index.php/other/eq-energy/item/12599-the-energy-shock-moves-downstream-and-markets-feel-it Thu, 05 Nov 2026 20:09:23 GMT Other Eq: Energy The Middle East energy shock is entering a new phase. Crude has climbed again, and scarcity has shifted from raw supply to refining and shipping, pushing delivered fuel costs far above prewar levels as buffers thin. Europe is the most exposed, with low gas storage and a visible hit to growth, while the US is better ins... https://finsum.com/index.php/economy/eq-tech/item/12598-ai-is-redrawing-the-emerging-market-bond-map https://finsum.com/index.php/economy/eq-tech/item/12598-ai-is-redrawing-the-emerging-market-bond-map Wed, 04 Nov 2026 19:54:11 GMT Economy Eq: Tech AI leadership is no longer a developed market monopoly, and the ripple effects are starting to reach emerging market debt. The impact will not be uniform. Countries and companies tied to the critical inputs AI devours, such as copper and other metals, energy and key components, may see stronger growth and creditworthin... https://finsum.com/index.php/other/blog/item/12597-leveraged-funds-are-booming-with-retail-traders https://finsum.com/index.php/other/blog/item/12597-leveraged-funds-are-booming-with-retail-traders Wed, 04 Nov 2026 19:49:54 GMT Other Blog Leveraged ETFs have gone from niche tools to a hot corner of active trading, with volume growing faster than options or stock trading. Retail traders account for the vast majority of the activity, using these funds to place short term bets on stocks, sectors and commodities, from AI winners to gold and oil. Single stoc... https://finsum.com/index.php/markets/eq-tech/item/12596-global-growth-is-fueled-by-ai https://finsum.com/index.php/markets/eq-tech/item/12596-global-growth-is-fueled-by-ai Tue, 03 Nov 2026 19:38:44 GMT Markets Eq: Tech Growth investors have plenty to like around the world. A powerful profit cycle is driven by the AI investment boom, which remains the largest source of earnings growth as spending keeps accelerating. The preference now leans toward higher quality companies, since rising borrowing costs are straining some heavy spenders... https://finsum.com/index.php/other/bonds-high-yield/item/12595-high-yield-munis-are-back-in-the-spotlight https://finsum.com/index.php/other/bonds-high-yield/item/12595-high-yield-munis-are-back-in-the-spotlight Tue, 03 Nov 2026 19:32:32 GMT Other Bonds: High Yield After lagging last year, high yield municipal bonds have bounced back, and the case for them looks strong. Starting yields sit near their most attractive levels in more than a decade, and for investors in higher tax brackets the tax equivalent income can rival or beat many taxable sectors. Supply has been steady rather... https://finsum.com/index.php/markets/bonds-total-market/item/12606-leveraged-etfs-plus-options-means-double-the-compounding-trouble https://finsum.com/index.php/markets/bonds-total-market/item/12606-leveraged-etfs-plus-options-means-double-the-compounding-trouble Tue, 03 Nov 2026 08:07:17 GMT Markets Bonds: Total Market Leveraged ETFs reset their exposure every day, which means their long-term results can drift far from what traders expect. Add options on top and the effect doubles up. The fund's daily reset compounds through choppy markets, while the option brings its own time decay, sensitivity to volatility and sharp price swings. ... https://finsum.com/index.php/markets/economy/item/12594-value-waits-in-abroad-after-a-momentum-crash https://finsum.com/index.php/markets/economy/item/12594-value-waits-in-abroad-after-a-momentum-crash Mon, 02 Nov 2026 09:25:15 GMT Markets Economy While growth grabs headlines, value investors may find their moment after a violent reversal in momentum. Recent leaders and laggards swung sharply, and history shows that stocks left behind during momentum phases have often rebounded strongly once the tide turns. Areas seen as losers from the AI boom, such as software... https://finsum.com/index.php/other/blog/item/12589-advisors-hand-off-the-portfolio-and-chase-wealthier-clients https://finsum.com/index.php/other/blog/item/12589-advisors-hand-off-the-portfolio-and-chase-wealthier-clients Sat, 31 Oct 2026 15:55:25 GMT Other Blog Advisors who outsource portfolio construction to model portfolios are spending only a small slice of their time on investment management, and many are using the freed-up hours to move upmarket. Cerulli finds that these advisors tend to be younger, less experienced and run leaner teams, and they were trained by broker d... https://finsum.com/index.php/other/alternatives/item/12582-are-options-the-modern-twist-on-the-6040 https://finsum.com/index.php/other/alternatives/item/12582-are-options-the-modern-twist-on-the-6040 Tue, 27 Oct 2026 13:49:47 GMT Other Alternatives Bonds have felt like dead money for much of the decade, and some managers think it is time to rethink the traditional 60/40 portfolio. One argument is that managed futures, long a hedge fund staple, can balance stocks better than bonds when volatility rises. These strategies can go long and short across global markets,... https://finsum.com/index.php/other/blog/item/12593-your-target-date-fund-only-knows-one-thing-about-you https://finsum.com/index.php/other/blog/item/12593-your-target-date-fund-only-knows-one-thing-about-you Mon, 26 Oct 2026 16:56:07 GMT Other Blog Target date funds make retirement investing easy, but their biggest flaw is how little they know. They see only your retirement year, not your Social Security timing, pension, spending needs, risk tolerance, spouse's assets or other holdings. Two people retiring the same year can need very different portfolios yet own ... https://finsum.com/index.php/other/bonds-total-market/item/12592-relative-value-hedge-funds-thrive-when-markets-stay-orderly https://finsum.com/index.php/other/bonds-total-market/item/12592-relative-value-hedge-funds-thrive-when-markets-stay-orderly Mon, 26 Oct 2026 16:53:43 GMT Other Bonds: Total Market With policy uncertainty, geopolitical shocks and sharp gaps between winners and losers, markets are handing hedge funds a more selective opportunity. Barclays Private Bank sees a modest edge for liquid relative value strategies because they profit from orderly dislocations rather than panicked selling. Sovereign bond r... https://finsum.com/index.php/other/oil-gas/item/12591-rates-are-resetting-higher-and-inflation-isnt-just-about-oil https://finsum.com/index.php/other/oil-gas/item/12591-rates-are-resetting-higher-and-inflation-isnt-just-about-oil Mon, 26 Oct 2026 16:49:41 GMT Other Oil & Gas The global rate landscape has shifted, and investors are adjusting to a world where borrowing costs may stay higher for longer. Competition for capital from governments, AI spending and strong growth is pushing yields up, with the 10-year Treasury brushing multiyear highs after a hot inflation report. The latest readin... https://finsum.com/index.php/other/markets/item/12590-smas-move-beyond-ultra-wealthy-spotlight https://finsum.com/index.php/other/markets/item/12590-smas-move-beyond-ultra-wealthy-spotlight Mon, 26 Oct 2026 15:58:01 GMT Other Markets Separately managed accounts, once a perk for the ultra-wealthy, are becoming a mainstream tool as advisors shift from selling funds to building portfolios around each client. The appeal starts with customization, since clients increasingly expect portfolios that reflect their goals and preferences. Tax management is a ... https://finsum.com/index.php/other/blog/item/12588-top-growing-advisors-do-this-differently https://finsum.com/index.php/other/blog/item/12588-top-growing-advisors-do-this-differently Mon, 26 Oct 2026 15:53:02 GMT Other Blog There is no single playbook for growing an advisory practice, but LPL's study of thousands of advisors shows the fastest growers share a few habits. They start by building a foundation: serving clients with long term potential, running lean and productive teams, and focusing on just one or two growth priorities at a ti... https://finsum.com/index.php/other/eq-small-caps/item/12587-small-caps-are-acting-like-bonds-in-disguise https://finsum.com/index.php/other/eq-small-caps/item/12587-small-caps-are-acting-like-bonds-in-disguise Mon, 26 Oct 2026 15:49:37 GMT Other Eq: Small Caps Small caps have been dancing to the bond market's tune. While large stocks kept notching records, smaller companies stalled, then perked up whenever Treasury yields fell. That link is no coincidence. Small companies lean more on floating rate borrowing, which reprices quickly with short term rates, and many carry short... https://finsum.com/index.php/markets/eq-small-caps/item/12586-ai-is-could-save-bonds https://finsum.com/index.php/markets/eq-small-caps/item/12586-ai-is-could-save-bonds Mon, 26 Oct 2026 15:46:00 GMT Markets Eq: Small Caps The recent Treasury selloff is less about inflation fears and more about a tug of war for capital. Strong growth, heavy AI investment and large government deficits are all asking investors for money at once, pushing up real yields, the return investors demand after inflation. Even if inflation cools, yields may not fal... https://finsum.com/index.php/markets/bonds-total-market/item/12585-active-managers-see-an-opening-with-higher-rates https://finsum.com/index.php/markets/bonds-total-market/item/12585-active-managers-see-an-opening-with-higher-rates Mon, 26 Oct 2026 14:10:06 GMT Markets Bonds: Total Market Bond yields have climbed sharply this year, but the story looks different from the painful repricing of 2022. This time, much of the rise reflects stronger real yields rather than runaway inflation fears, and economic growth has stayed resilient. The upside is higher starting income, which can cushion prices if rates k... https://finsum.com/index.php/other/comm-precious/item/12584-gold-stalls-as-the-fed-keeps-investors-guessing https://finsum.com/index.php/other/comm-precious/item/12584-gold-stalls-as-the-fed-keeps-investors-guessing Mon, 26 Oct 2026 14:04:54 GMT Other Comm: Precious Gold edged lower as investors waited on the Federal Reserve's next move, with inflation data due and the central bank's policy meeting just ahead. The Fed raised rates last month, and markets now see little chance of a change at the upcoming meeting but a strong chance of another hike later in the year. That matters fo... https://finsum.com/index.php/other/eq-midcaps/item/12583-mid-caps-hit-the-sweet-spot-between-big-and-bold https://finsum.com/index.php/other/eq-midcaps/item/12583-mid-caps-hit-the-sweet-spot-between-big-and-bold Mon, 26 Oct 2026 13:52:45 GMT Other Eq: Midcaps Mid cap blend funds are catching attention for a simple reason: they sit in the middle ground. Companies that are bigger and steadier than small caps but nimbler than the giants can offer the growth potential of expansion without the wildest swings. Blend funds add another layer of balance by holding both growth and va... https://finsum.com/index.php/other/alternatives/item/12581-energy-giant-finds-its-growth-overseas-while-america-takes-a-breather https://finsum.com/index.php/other/alternatives/item/12581-energy-giant-finds-its-growth-overseas-while-america-takes-a-breather Mon, 26 Oct 2026 13:45:34 GMT Other Alternatives Halliburton topped profit expectations in the third quarter, with demand outside North America doing the heavy lifting. Strong activity in the Middle East, especially Saudi Arabia and Kuwait, along with Latin America offset a soft patch in US land drilling, where pressure pumping demand cooled. The company is also trim... https://finsum.com/index.php/other/banking/item/12580-senior-loans-keep-earning-their-place-in-the-income-toolkit https://finsum.com/index.php/other/banking/item/12580-senior-loans-keep-earning-their-place-in-the-income-toolkit Mon, 26 Oct 2026 13:41:32 GMT Other Banking Senior secured loans are making a fresh case for themselves. Their floating rate coupons reset with short term rates, so income stays elevated while rates remain high and price swings tend to be milder than in fixed rate bonds. Compared with high yield bonds, which have grown pricey with spreads near multiyear lows, lo... https://finsum.com/index.php/other/bonds-total-market/item/12576-options-based-etfs-are-closing-in-on-a-giant-milestone https://finsum.com/index.php/other/bonds-total-market/item/12576-options-based-etfs-are-closing-in-on-a-giant-milestone Mon, 26 Oct 2026 13:37:39 GMT Other Bonds: Total Market Options based ETFs are no longer a niche corner of the market. With well over a thousand funds and assets nearing $400 billion, the category is growing fast as investors hunt for income and some peace of mind. Derivative income funds lead the way, turning market volatility into regular payouts for investors who want mo... https://finsum.com/index.php/other/wealth-management/item/12579-fidelity-draws-a-line-and-small-rias-feel-the-squeeze https://finsum.com/index.php/other/wealth-management/item/12579-fidelity-draws-a-line-and-small-rias-feel-the-squeeze Fri, 23 Oct 2026 07:29:42 GMT Other Wealth Management Fidelity's new minimum asset requirement for RIAs on its custody platform has sparked a bigger conversation: is staying small still a sustainable choice? The pressure goes well beyond one custodian. Compliance, technology, cybersecurity and insurance costs keep climbing, and small firms must spread them across limited ... https://finsum.com/index.php/other/wealth-management/item/12578-training-your-next-advisor-is-a-business-decision-not-a-perk https://finsum.com/index.php/other/wealth-management/item/12578-training-your-next-advisor-is-a-business-decision-not-a-perk Fri, 23 Oct 2026 06:36:45 GMT Other Wealth Management For small advisory firms, paying for associate advisor education is less a favor and more a strategic investment. The smartest firms settle the big questions early: is there an education budget, does learning happen on company time or personal time, and are costs paid upfront, refunded after completion or shared? A use... https://finsum.com/index.php/economy/bonds-total-market/item/12575-multisector-bond-etfs-pitch-income-without-the-sleepless-nights https://finsum.com/index.php/economy/bonds-total-market/item/12575-multisector-bond-etfs-pitch-income-without-the-sleepless-nights Wed, 21 Oct 2026 07:06:37 GMT Economy Bonds: Total Market Multisector bond ETFs promise a one stop answer for investors who want solid income without betting everything on a single corner of the bond market. By spreading money across government, corporate, securitized and sometimes higher yielding or international debt, these funds aim to collect income from several sources w... https://finsum.com/index.php/markets/bonds-high-yield/item/12574-high-yield-bond-funds-are-where-income-meets-attitude https://finsum.com/index.php/markets/bonds-high-yield/item/12574-high-yield-bond-funds-are-where-income-meets-attitude Wed, 21 Oct 2026 06:50:48 GMT Markets Bonds: High Yield High yield bonds act a bit like stocks in a bond wrapper, rewarding investors when the economy improves and companies stay healthy. That makes them a popular hunting ground for income, since they typically carry less interest rate risk than higher quality bonds while paying more for taking on credit risk. Fund options ... https://finsum.com/index.php/economy/bonds-total-market/item/12573-when-markets-wobble-option-income-wants-a-seat-at-the-table https://finsum.com/index.php/economy/bonds-total-market/item/12573-when-markets-wobble-option-income-wants-a-seat-at-the-table Tue, 20 Oct 2026 06:26:49 GMT Economy Bonds: Total Market With stock valuations stretched and leadership concentrated in a few names, advisors are searching for ways to keep clients invested without leaning only on bonds. Derivative income strategies offer one answer. They hold equities and sell covered call options against them, turning option premiums into regular cash flow... https://finsum.com/index.php/markets/eq-large-cap/item/12572-foreign-large-caps-are-stealing-the-flow-spotlight https://finsum.com/index.php/markets/eq-large-cap/item/12572-foreign-large-caps-are-stealing-the-flow-spotlight Tue, 20 Oct 2026 06:23:05 GMT Markets Eq: Large Cap Investors are voting with their dollars for overseas giants. Foreign stock ETFs drew nearly twice the inflows of US large cap funds in September, led by broad global funds that exclude the US. Low cost, all in one vehicles make it easy to add international large caps in a single ticker, and many investors appear to be ... https://finsum.com/index.php/other/alternatives/item/12571-advisors-are-buying-more-private-assets-while-trusting-their-own-pitch-less https://finsum.com/index.php/other/alternatives/item/12571-advisors-are-buying-more-private-assets-while-trusting-their-own-pitch-less Mon, 19 Oct 2026 17:30:56 GMT Other Alternatives Private markets are spreading across advisor platforms, yet the people selling them are growing less comfortable explaining them. More advisors now offer private assets, but fewer say they can confidently describe what clients actually own. The worries are familiar: fees that are hard to decode, limited liquidity and h... https://finsum.com/index.php/markets/economy/item/12570-goldman-flips-the-switch-on-international-stocks-as-earnings-outrun-prices https://finsum.com/index.php/markets/economy/item/12570-goldman-flips-the-switch-on-international-stocks-as-earnings-outrun-prices Sun, 18 Oct 2026 17:28:13 GMT Markets Economy Goldman Sachs is turning more bullish on global equities, upgrading its three-month view to overweight just as third quarter earnings season kicks off. Profits keep improving while share prices have stalled, leaving valuations lower without a drop in earnings. Higher bond yields and oil prices that interrupted the rall... https://finsum.com/index.php/markets/bonds-total-market/item/12569-short-duration-bonds-are-having-a-billion-dollar-moment https://finsum.com/index.php/markets/bonds-total-market/item/12569-short-duration-bonds-are-having-a-billion-dollar-moment Sun, 18 Oct 2026 17:23:18 GMT Markets Bonds: Total Market Investors hunting for yield without the rate roller coaster are pouring money into active ultrashort bond ETFs, and with some topping $1 billion in assets. The appeal is simple: sticky inflation and a cautious Fed have made long duration bonds feel risky, while short term holdings still pay attractive income. With fund... https://finsum.com/index.php/other/eq-energy/item/12568-nuclear-is-back-in-the-spotlight-and-uranium-wants-a-seat-at-the-table https://finsum.com/index.php/other/eq-energy/item/12568-nuclear-is-back-in-the-spotlight-and-uranium-wants-a-seat-at-the-table Sat, 17 Oct 2026 17:21:26 GMT Other Eq: Energy Nuclear power is enjoying a revival as governments and tech giants hunt for reliable, carbon free electricity to feed AI data centers, electrification and energy security goals. That renewed appetite is pushing uranium back onto investors' radar, since new and extended reactors need steady fuel while supply has been sl... https://finsum.com/index.php/other/blog/item/12567-record-highs-are-thrilling-but-rules-beat-gut-feelings https://finsum.com/index.php/other/blog/item/12567-record-highs-are-thrilling-but-rules-beat-gut-feelings Sat, 17 Oct 2026 17:17:55 GMT Other Blog With stocks sitting near all-time highs, some advisors are asking a tougher question: what happens if the ride turns bumpy? Passive flows, options activity, leveraged products and trend following funds can all amplify moves when momentum shifts, making sharp reversals more likely than calm markets suggest. Systematic t... https://finsum.com/index.php/markets/comm-precious/item/12566-commodities-are-about-to-peak-then-the-great-cool-down-begins https://finsum.com/index.php/markets/comm-precious/item/12566-commodities-are-about-to-peak-then-the-great-cool-down-begins Fri, 16 Oct 2026 17:15:15 GMT Markets Comm: Precious Commodity prices look set to hit an all time high before the year ends, fueled by disrupted Middle Eastern energy supply. Oil and natural gas lead the surge, with Europe heading into winter on unusually thin gas storage and refined fuels staying tight. After the peak, forecasts call for a gradual and uneven easing thro... https://finsum.com/index.php/other/bonds-munis/item/12565-active-muni-managers-are-having-their-moment https://finsum.com/index.php/other/bonds-munis/item/12565-active-muni-managers-are-having-their-moment Fri, 16 Oct 2026 16:58:44 GMT Other Bonds: Munis Active fixed income ETFs are riding a wave, and the muni market shows why. With a vast, fragmented universe of issuers and securities, bonds reward managers who can dig into credit, avoid index concentrations and position for rates. Active muni funds have been pulling in a growing share of new money and have tended to ... https://finsum.com/index.php/other/blog/item/12577-the-sec-wants-to-give-interval-funds-a-bigger-stage https://finsum.com/index.php/other/blog/item/12577-the-sec-wants-to-give-interval-funds-a-bigger-stage Fri, 16 Oct 2026 07:32:16 GMT Other Blog Interval funds, the registered vehicles that let everyday investors reach private credit, real estate and other less liquid assets, could soon get a lot more flexible. The SEC has proposed loosening the rules that shape how they work, including easier monthly repurchases, more time before a new fund's first repurchase ... https://finsum.com/index.php/other/alternatives/item/12576-one-week-after-record-highs-the-ai-trade-gets-a-reality-check https://finsum.com/index.php/other/alternatives/item/12576-one-week-after-record-highs-the-ai-trade-gets-a-reality-check Fri, 16 Oct 2026 07:09:54 GMT Other Alternatives Stocks hit fresh records and then stumbled within days, as investors began asking whether the trillions poured into AI will earn their keep. Slower revenue growth at a leading AI company, worries that cheap Chinese memory chips could flood the market, and selling in the bonds that finance some data centers all fed the ... https://finsum.com/index.php/other/finsum/item/12564-direct-indexing-hits-its-midlife-moment-in-a-long-bull-market https://finsum.com/index.php/other/finsum/item/12564-direct-indexing-hits-its-midlife-moment-in-a-long-bull-market Thu, 15 Oct 2026 16:50:21 GMT Other FINSUM Years of rising markets are testing direct indexing. Early losses were easy to harvest, but as portfolios mature, fewer losses remain, and clients sitting on big gains in a few star holdings often hesitate to sell. Critics wonder if an older account becomes little more than an expensive index fund. Supporters argue the... https://finsum.com/index.php/markets/bonds-total-market/item/12563-bond-markets-are-splitting-apart-and-selectivity-is-the-new-edge https://finsum.com/index.php/markets/bonds-total-market/item/12563-bond-markets-are-splitting-apart-and-selectivity-is-the-new-edge Thu, 15 Oct 2026 16:38:21 GMT Markets Bonds: Total Market Fixed income is paying investors again, but the rewards are no longer evenly shared. Sticky inflation, policy rates near neutral and periodic geopolitical jolts have created a market where sectors, structures and points on the yield curve can perform very differently. Money is pouring into bond ETFs, with investors pai... https://finsum.com/index.php/economy/eq-energy/item/12562-the-real-economy-is-being-rewired-and-power-is-the-prize https://finsum.com/index.php/economy/eq-energy/item/12562-the-real-economy-is-being-rewired-and-power-is-the-prize Thu, 15 Oct 2026 16:35:27 GMT Economy Eq: Energy Climate investing is shedding its feel good label and becoming an energy security story. Surging electricity demand from AI data centers, factory reshoring and electrified transport is colliding with aging grids and more extreme weather, creating opportunity across the physical economy. Investors are finding returns in... https://finsum.com/index.php/other/blog/item/12561-the-advisor-talent-chase-is-rewriting-the-pay-playbook https://finsum.com/index.php/other/blog/item/12561-the-advisor-talent-chase-is-rewriting-the-pay-playbook Fri, 09 Oct 2026 15:45:02 GMT Other Blog Competition for advisors is running hot, and the rules of compensation are shifting along with it. Firms are racing to attract top producers with richer deal structures, flexible payouts and promises of better technology, independence and support. For advisors, the menu of choices has rarely been wider, from wirehouses... https://finsum.com/index.php/markets/economy/item/12558-investors-are-quietly-packing-their-bags-for-overseas-stocks https://finsum.com/index.php/markets/economy/item/12558-investors-are-quietly-packing-their-bags-for-overseas-stocks Fri, 09 Oct 2026 15:32:04 GMT Markets Economy International stock ETFs pulled in nearly twice the inflows of US large cap funds in September, a sign that investors are looking beyond Wall Street for their next move. Broad global funds that exclude the US led the charge, helped by cheap, simple vehicles that turn diversification into a one ticket decision. The shif... https://finsum.com/index.php/markets/markets/item/12559-the-bull-run-isnt-done-but-its-walking-a-tightrope https://finsum.com/index.php/markets/markets/item/12559-the-bull-run-isnt-done-but-its-walking-a-tightrope Fri, 09 Oct 2026 15:16:23 GMT Markets Markets Heading into the fourth quarter, the picture is a study in contrast. Earnings growth is running at a rare clip, the job market is showing real strength, and recession fears have faded. Yet valuations sit near levels last seen during the dot com era, with gains concentrated in a handful of mega cap names. Energy dr... https://finsum.com/index.php/other/wealth-management/item/12560-understanding-faith-based-investing https://finsum.com/index.php/other/wealth-management/item/12560-understanding-faith-based-investing Thu, 08 Oct 2026 15:39:49 GMT Other Wealth Management Faith based investing is moving from niche to notable as more people ask whether their money reflects what they believe. The approach starts with screening out businesses that conflict with religious values, such as gambling, tobacco, alcohol or adult entertainment, then often adds a positive tilt toward companies seen... https://finsum.com/index.php/other/eq-large-cap/item/12557-your-2027-tax-brackets-just-got-a-preview https://finsum.com/index.php/other/eq-large-cap/item/12557-your-2027-tax-brackets-just-got-a-preview Thu, 08 Oct 2026 05:58:46 GMT Other Eq: Large Cap Bloomberg just handed tax professionals a head start on 2027 planning, projecting a 3.2% inflation bump that pushes brackets, deductions and AMT thresholds higher across the board. For joint filers, the top of the 24% bracket climbs from $403,550 to $416,650, while the standard deduction rises to $33,200 from $31,500. ... https://finsum.com/index.php/other/bonds-total-market/item/12556-cash-isnt-risk-free-anymore-heres-the-problem https://finsum.com/index.php/other/bonds-total-market/item/12556-cash-isnt-risk-free-anymore-heres-the-problem Wed, 07 Oct 2026 05:55:21 GMT Other Bonds: Total Market Cash feels safe until the yield disappears. With the Fed eyeing more rate cuts in 2026, money market yields will fall in lockstep, in real time, leaving cash parked investors stuck reinvesting at lower and lower rates for years to come. That's reinvestment risk, and it's the quiet threat nobody budgets for. Ultrashort ... https://finsum.com/index.php/economy/bonds-munis/item/12555-your-muni-bond-losses-might-be-a-tax-gift https://finsum.com/index.php/economy/bonds-munis/item/12555-your-muni-bond-losses-might-be-a-tax-gift Wed, 07 Oct 2026 05:49:21 GMT Economy Bonds: Munis Rising rates have beaten up muni bond prices for years, and that pain might actually be an opportunity. Nearly every national intermediate muni bond fund has posted negative price returns over the past five years, even though total returns stayed positive thanks to income more than covering the price drop. That combina... https://finsum.com/index.php/markets/eq-china/item/12553-china-stopped-being-your-customer-now-its-your-competitor https://finsum.com/index.php/markets/eq-china/item/12553-china-stopped-being-your-customer-now-its-your-competitor Tue, 06 Oct 2026 05:41:35 GMT Markets Eq: China For two decades China was the world's factory floor, churning out cheap, labor intensive exports. That story is flipping. In 2025 China accounted for 14.8% of global merchandise exports but just 9.8% of imports, a gap that captures a real shift: the country is climbing into advanced manufacturing and competing on quali... https://finsum.com/index.php/other/eq-tech/item/12551-ais-infrastructure-boom-is-getting-funded-with-junk-bonds https://finsum.com/index.php/other/eq-tech/item/12551-ais-infrastructure-boom-is-getting-funded-with-junk-bonds Tue, 06 Oct 2026 05:34:10 GMT Other Eq: Tech The AI buildout needs staggering amounts of capital, and a growing share of it is coming from investors willing to take on speculative grade risk for a fat coupon. Data center developers are increasingly turning to high yield bond markets to finance construction, pledging future rent from AI tenants as the collateral b... https://finsum.com/index.php/other/eq-total-market/item/12547-the-model-portfolio-myths-costing-rias-client-growth https://finsum.com/index.php/other/eq-total-market/item/12547-the-model-portfolio-myths-costing-rias-client-growth Mon, 05 Oct 2026 19:40:24 GMT Other Eq: Total Market Model portfolios have a branding problem. Goldman Sachs argues advisors are still operating off outdated assumptions, and the misconceptions are costing them opportunities. The biggest one: that outsourcing core construction to a model is a crutch for CIOs who can't build portfolios themselves, when the real value is f... https://finsum.com/index.php/other/blog/item/12554-three-fall-traditions-worth-actually-making-time-for https://finsum.com/index.php/other/blog/item/12554-three-fall-traditions-worth-actually-making-time-for Mon, 05 Oct 2026 05:44:37 GMT Other Blog Fall's appeal is pretty simple: cooler air, good light, and an excuse to get outside before winter shuts everything down. A fresh roundup from LoveToKnow lists 75 ways to mark the season, and a few classics keep earning their spot year after year. Apple picking tops the list for good reason, a low effort outing that do... https://finsum.com/index.php/other/bonds-total-market/item/12550-natural-resources-etfs-turning-geopolitical-chaos-into-35-returns https://finsum.com/index.php/other/bonds-total-market/item/12550-natural-resources-etfs-turning-geopolitical-chaos-into-35-returns Mon, 05 Oct 2026 05:30:23 GMT Other Bonds: Total Market One fund is turning this year's geopolitical mess into serious performance. The T. Rowe Price Natural Resource ETF, has returned 24% year to date and 35.7% over the past 12 months, riding rising energy and commodity prices tied directly to the ongoing Strait of Hormuz conflict. The fund charges a competitive 44 basis p... https://finsum.com/index.php/economy/banking/item/12549-one-dovish-fed-speech-erased-a-day-of-bond-market-pain https://finsum.com/index.php/economy/banking/item/12549-one-dovish-fed-speech-erased-a-day-of-bond-market-pain Mon, 05 Oct 2026 05:28:04 GMT Economy Banking Bond markets just got a reminder that Fed officials don't all read from the same script. Treasury yields, sitting near multiyear highs after Tuesday's selloff, reversed lower Wednesday once New York Fed President John Williams said there's no need to rush another rate hike following September's increase, the first in t... https://finsum.com/index.php/other/blog/item/12546-your-target-date-fund-might-be-too-conservative-for-retirement https://finsum.com/index.php/other/blog/item/12546-your-target-date-fund-might-be-too-conservative-for-retirement Sun, 04 Oct 2026 19:20:45 GMT Other Blog Target date funds promise a simple retirement glide path, but getting too conservative too fast can be its own kind of risk. Financial planners warn that near retirees face two competing threats simultaneously: market losses right before they start withdrawing, and the slow erosion of inflation and rising healthcare co... https://finsum.com/index.php/other/eq-financials/item/12545-why-investors-are-paying-up-for-guaranteed-income-again https://finsum.com/index.php/other/eq-financials/item/12545-why-investors-are-paying-up-for-guaranteed-income-again Sun, 04 Oct 2026 19:16:21 GMT Other Eq: Financials Annuity sales just notched their tenth straight quarter above $100 billion, and variable annuities are riding the same wave. Traditional VA sales climbed 17% year over year to $17.2 billion in the first quarter, while registered index linked annuities, the hybrid product offering partial downside protection, grew even ... https://finsum.com/index.php/other/eq-tech/item/12543-anthropic-is-coming-your-financial-advisors-desktop https://finsum.com/index.php/other/eq-tech/item/12543-anthropic-is-coming-your-financial-advisors-desktop Sat, 03 Oct 2026 06:28:24 GMT Other Eq: Tech Anthropic just pitched its own AI directly at financial advisors. Claude for Financial Advisors blends the chatbot with portfolio analytics and risk tools from BlackRock, Vanguard, Charles Schwab and iCapital, aiming to speed up research, admin work and portfolio oversight rather than replace the advisor relationship i... https://finsum.com/index.php/other/blog/item/12542-leveraged-ai-bets-just-doubled-in-two-months https://finsum.com/index.php/other/blog/item/12542-leveraged-ai-bets-just-doubled-in-two-months Sat, 03 Oct 2026 06:26:47 GMT Other Blog Assets in leveraged ETFs tied to AI and tech have doubled in barely two months, and the scramble is not confined to the US. Goldman Sachs data tracking hundreds of leveraged funds shows US leveraged equity ETF assets jumping to $84 billion by the end of May, up from $39 billion in April, while leveraged funds in South ... https://finsum.com/index.php/other/eq-tech/item/12540-bitcoin-etfs-just-outlasted-the-feds-rate-hike-scare https://finsum.com/index.php/other/eq-tech/item/12540-bitcoin-etfs-just-outlasted-the-feds-rate-hike-scare Fri, 02 Oct 2026 07:08:14 GMT Other Eq: Tech Bitcoin ETFs are on their longest inflow streak of the year, and the timing says a lot about what actually moves this market. US spot Bitcoin ETFs have pulled in net inflows for nine straight sessions, adding $66.19 million Tuesday alone and roughly $3.08 billion since the run began September 17, edging out August's ni... https://finsum.com/index.php/other/blog/item/12538-why-large-cap-value-funds-make-sense-as-consumer-confidence-slides https://finsum.com/index.php/other/blog/item/12538-why-large-cap-value-funds-make-sense-as-consumer-confidence-slides Thu, 01 Oct 2026 10:46:52 GMT Other Blog Consumer confidence just dropped to its lowest level since January, with inflation worries and a softer labor market outlook weighing on how Americans feel about the economy. That combination of uncertainty around inflation, employment and monetary policy points toward continued market volatility, a backdrop that ... https://finsum.com/index.php/economy/eq-growth/item/12539-top-10-fastest-growing-brokerages https://finsum.com/index.php/economy/eq-growth/item/12539-top-10-fastest-growing-brokerages Thu, 01 Oct 2026 10:45:36 GMT Economy Eq: Growth LPL Financial topped Financial Planning's 2026 ranking of the 10 fastest growing independent brokerages, growing revenue 37.2% to nearly $17 billion, helped by the Commonwealth Financial Network acquisition and recruiting wins like Prudential Advisors. Arkadios Capital placed second with 30.5% growth, followed by ... https://finsum.com/index.php/markets/bonds-total-market/item/12546-emerging-markets-are-borrowing-like-never-before https://finsum.com/index.php/markets/bonds-total-market/item/12546-emerging-markets-are-borrowing-like-never-before Thu, 01 Oct 2026 06:35:48 GMT Markets Bonds: Total Market Record breaking, and not the record you'd expect. Emerging market governments have sold roughly $200 billion in foreign currency bonds so far in 2026, with issuance hitting $190 billion in just the first eight months, ahead of last year's pace even as US Treasury yields climb toward 5%. Saudi Arabia and Qatar just retu... https://finsum.com/index.php/markets/bonds-total-market/item/12552-vanguard-just-made-a-huge-splash-in-the-custodian-market https://finsum.com/index.php/markets/bonds-total-market/item/12552-vanguard-just-made-a-huge-splash-in-the-custodian-market Thu, 01 Oct 2026 05:38:09 GMT Markets Bonds: Total Market Vanguard just made the biggest purchase in its history, agreeing to buy custody and fintech firm Altruist for more than $4 billion in a deal that hands Vanguard direct access to 6,500 advisors and a genuinely different way of running custody. Most big custodians bolt tax planning and cash management onto a basic custod... https://finsum.com/index.php/economy/eq-small-caps/item/12548-why-small-caps-might-be-the-safer-domestic-bet-right-now https://finsum.com/index.php/economy/eq-small-caps/item/12548-why-small-caps-might-be-the-safer-domestic-bet-right-now Wed, 30 Sep 2026 19:50:06 GMT Economy Eq: Small Caps Small cap stocks are picking up fresh attention as investors navigate a genuinely messy macro backdrop, rate hikes, elevated bond yields and a fresh round of geopolitical tension all hitting markets at once. The pitch is more counterintuitive than it sounds. Because smaller companies typically carry far less internatio... https://finsum.com/index.php/economy/advertising/item/12538-can-ai-actually-handle-compliance-in-client-communications https://finsum.com/index.php/economy/advertising/item/12538-can-ai-actually-handle-compliance-in-client-communications Wed, 30 Sep 2026 10:43:44 GMT Economy Advertising A new wealthtech startup founded by veterans of a well-known advisor technology company just launched a tool that embeds compliance checks directly into AI generated client communications, aiming to close the gap between the volume of research asset managers produce and advisors' ability to deliver it in a timely, pers... https://finsum.com/index.php/other/blog/item/12537-why-the-number-of-target-date-funds-is-shrinking-fast https://finsum.com/index.php/other/blog/item/12537-why-the-number-of-target-date-funds-is-shrinking-fast Wed, 30 Sep 2026 10:42:49 GMT Other Blog The target date fund market is consolidating sharply, with the total number of distinct TDF offerings falling to just 43 by the end of 2024, down from 167 four years earlier, according to the latest PLANADVISER DCIO Survey. Industry consolidation explains part of the drop, as many providers, rather than maintainin... https://finsum.com/index.php/other/wealth-management/item/12545-stop-selling-start-borrowing-against-your-portfolio-instead https://finsum.com/index.php/other/wealth-management/item/12545-stop-selling-start-borrowing-against-your-portfolio-instead Tue, 29 Sep 2026 06:33:32 GMT Other Wealth Management Cash is not the only lever for liquidity, and UBS says smart borrowing deserves a seat at the table too. Rather than dumping stocks to cover a tax bill or fund a big purchase, borrowing against a resilient slice of the portfolio can dodge locking in losses on the parts that just got hit. The math is simple on paper: bo... https://finsum.com/index.php/economy/economy/item/12544-the-tax-trick-wall-street-cant-stop-talking-about https://finsum.com/index.php/economy/economy/item/12544-the-tax-trick-wall-street-cant-stop-talking-about Tue, 29 Sep 2026 06:31:17 GMT Economy Economy Selling short is having a moment in wealth management, and not for the reason you'd think. Tax aware long-short strategies pair long equity bets with short positions in overvalued names, using the losses on those shorts to offset gains elsewhere in a portfolio. Some strategies lean into a 130/30 structure, borrowing an... https://finsum.com/index.php/economy/economy/item/12541-history-has-a-warning-for-stocks-after-this-rate-hike https://finsum.com/index.php/economy/economy/item/12541-history-has-a-warning-for-stocks-after-this-rate-hike Tue, 29 Sep 2026 06:23:41 GMT Economy Economy September already has a bad reputation, down 55% of the time since 1928. This year it just got worse. The Fed hiked rates for the first time in three years earlier this month, unanimously, despite Trump publicly demanding cuts and threatening to cut off trade with countries running surpluses against the US. History is ... https://finsum.com/index.php/markets/economy/item/12540-europe-is-sitting-on-12-trillion-in-cash-heres-why https://finsum.com/index.php/markets/economy/item/12540-europe-is-sitting-on-12-trillion-in-cash-heres-why Tue, 29 Sep 2026 06:19:46 GMT Markets Economy Twelve trillion euros, that is how much cash European households are hoarding in low yield savings accounts instead of putting it to work in markets, even though they save at triple the rate of American households. Less than 30% of Europeans hold market investments, versus close to 60% in the US, and a wave of survey c... https://finsum.com/index.php/other/alternatives/item/12536-why-ais-financing-needs-are-reshaping-the-rate-outlook https://finsum.com/index.php/other/alternatives/item/12536-why-ais-financing-needs-are-reshaping-the-rate-outlook Mon, 28 Sep 2026 22:17:02 GMT Other Alternatives The scale of capital the AI buildout requires is starting to rival some of the biggest financing waves in modern market history, and BlackRock argues that dynamic is now colliding directly with heavy government borrowing to keep interest rates elevated. Annual financing demand in the US could approach $8 trillion ... https://finsum.com/index.php/other/investing/item/12535-the-key-signals-fixed-income-investors-are-watching https://finsum.com/index.php/other/investing/item/12535-the-key-signals-fixed-income-investors-are-watching Mon, 28 Sep 2026 22:14:31 GMT Other Investing Fixed income managers are entering the new year with a more cautious eye on where the credit cycle stands, as weakening job growth, plateauing corporate earnings and persistent inflation raise the odds that both investment grade and high yield credit could weaken from current levels. That caution is translating into a ... https://finsum.com/index.php/economy/blog/item/12534-why-separately-managed-accounts-keep-gaining-ground https://finsum.com/index.php/economy/blog/item/12534-why-separately-managed-accounts-keep-gaining-ground Mon, 28 Sep 2026 05:50:32 GMT Economy Blog Separately managed accounts continue to gain share as more investors look for an alternative to pooled vehicles like mutual funds. With an SMA, an investor owns the underlying securities directly rather than shares of a fund, which opens the door to real customization, from excluding specific companies to targeting tax... https://finsum.com/index.php/economy/alternatives/item/12530-why-gold-and-silver-just-passed-a-test-they-usually-fail https://finsum.com/index.php/economy/alternatives/item/12530-why-gold-and-silver-just-passed-a-test-they-usually-fail Sat, 26 Sep 2026 11:17:19 GMT Economy Alternatives Gold and silver just did something that typically does not happen. Over the past two weeks, both metals absorbed a sharp jump in short term Treasury yields, a stronger dollar, and the Federal Reserve's first rate hike in years, conditions that have historically dragged precious metals lower rather than higher. Instead,... https://finsum.com/index.php/other/bonds-total-market/item/12529-what-separates-the-best-multisector-bond-funds-from-the-pack https://finsum.com/index.php/other/bonds-total-market/item/12529-what-separates-the-best-multisector-bond-funds-from-the-pack Sat, 26 Sep 2026 11:14:27 GMT Other Bonds: Total Market Multisector bond funds face a tougher job than most fixed income strategies, since managers must move freely across corporate credit, securitized debt, emerging markets and government bonds rather than sticking to one lane.  Deep, specialized teams matter more than any single star manager, since covering that... https://finsum.com/index.php/other/wealth-management/item/12533-the-real-reason-advisors-keep-putting-off-succession-planning https://finsum.com/index.php/other/wealth-management/item/12533-the-real-reason-advisors-keep-putting-off-succession-planning Fri, 25 Sep 2026 06:14:23 GMT Other Wealth Management A new survey from Edward Jones and Morning Consult finds that advisor succession planning has less to do with logistics than with emotion. The biggest barrier respondents cited was simply the difficulty of finding a new owner they can actually trust with the business, followed closely by a general reluctance to confron... https://finsum.com/index.php/other/eq-total-market/item/12528-why-this-market-backdrop-favors-managed-futures-strategies https://finsum.com/index.php/other/eq-total-market/item/12528-why-this-market-backdrop-favors-managed-futures-strategies Thu, 24 Sep 2026 11:03:04 GMT Other Eq: Total Market Managed futures ETFs are getting fresh attention as geopolitical tension, an oil spike above $100 a barrel and rising stagflation fears revive memories of the 1970s. These strategies use systematic, trend following models to go long or short across commodities, currencies, interest rates and equity indexes.  ... https://finsum.com/index.php/economy/world/item/12527-the-currency-bet-hiding-inside-your-international-fund https://finsum.com/index.php/economy/world/item/12527-the-currency-bet-hiding-inside-your-international-fund Thu, 24 Sep 2026 06:15:56 GMT Economy World Most investors who buy international stock funds are also making a currency bet, whether they realize it or not, since the vast majority of retail oriented international funds are unhedged by default. Returns have two sources, the performance of foreign stocks in their local currency and the movement of that currency a... https://finsum.com/index.php/other/bonds-total-market/item/12526-why-buffer-etfs-are-having-their-moment https://finsum.com/index.php/other/bonds-total-market/item/12526-why-buffer-etfs-are-having-their-moment Thu, 24 Sep 2026 04:52:15 GMT Other Bonds: Total Market Buffer ETFs are having a moment as traditional hedges like bonds and gold have struggled to protect portfolios during recent bouts of geopolitical volatility. By using options contracts to shield investors from a set portion of market losses over a fixed outcome period, typically a year.  The tradeoff appeals... https://finsum.com/index.php/economy/banking/item/12525-how-the-feds-rate-hike-just-made-bank-loans-more-expensive https://finsum.com/index.php/economy/banking/item/12525-how-the-feds-rate-hike-just-made-bank-loans-more-expensive Wed, 23 Sep 2026 04:39:18 GMT Economy Banking The Federal Reserve's quarter point rate hike this week, its first increase in more than three years, is already working its way into the cost of borrowing from banks. The Fed sets the federal funds rate typically gets passed straight through to variable rate bank loans for consumers.  Personal loan rates hav... https://finsum.com/index.php/other/eq-energy/item/12522-jpmorgans-message-on-the-oil-and-bond-selloff-dont-panic https://finsum.com/index.php/other/eq-energy/item/12522-jpmorgans-message-on-the-oil-and-bond-selloff-dont-panic Tue, 22 Sep 2026 12:01:00 GMT Other Eq: Energy The rally that shrugged off nearly everything this year finally cracked last week, as Brent crude's push above $100 a barrel dragged bond yields higher and knocked stocks off their remarkably resilient run. JPMorgan strategists are telling clients not to chase the selloff, arguing the wobble should prove short lived ev... https://finsum.com/index.php/other/investing/item/12521-why-wall-street-says-rising-bond-yields-arent-all-bad-news https://finsum.com/index.php/other/investing/item/12521-why-wall-street-says-rising-bond-yields-arent-all-bad-news Tue, 22 Sep 2026 12:00:00 GMT Other Investing The 10-year Treasury yield climbed to 4.93% this week, its highest level in years, as another jump in oil prices and rising expectations for a Fed rate hike next week rattled the bond market once again. Falling prices and climbing yields typically read as bad news, but Schwab's Collin Martin argues the shift has a real... https://finsum.com/index.php/other/blog/item/12533-four-value-stocks-for-a-hawkish-fed https://finsum.com/index.php/other/blog/item/12533-four-value-stocks-for-a-hawkish-fed Tue, 22 Sep 2026 11:25:19 GMT Other Blog The Fed's first rate hike since 2023 sent the Dow down more than 600 points and pushed the S&P 500 lower, reinforcing the case for value stocks that can hold up in a higher rate environment.  One of the more reliable value screens looks at price to cash flow, since operating cash flow adds back non cash c... https://finsum.com/index.php/other/bonds-converts/item/12531-the-fed-warned-inflation-fighting-would-hurt-then-it-delivered https://finsum.com/index.php/other/bonds-converts/item/12531-the-fed-warned-inflation-fighting-would-hurt-then-it-delivered Tue, 22 Sep 2026 11:21:45 GMT Other Bonds: Converts Federal Reserve officials spent much of the summer warning that bringing inflation back under control would come at a real cost, and by September the central bank had backed those words with action.  Officials were particularly worried that persistently high inflation could become self reinforcing, with worke... https://finsum.com/index.php/other/investing/item/12524-why-utilities-are-betting-big-on-the-data-center-boom https://finsum.com/index.php/other/investing/item/12524-why-utilities-are-betting-big-on-the-data-center-boom Tue, 22 Sep 2026 10:34:37 GMT Other Investing Electric utilities across the country are ramping up infrastructure spending, and much of that buildout is now being justified by data centers rather than typical residential demand growth. For instance, Alliant Energy plans to invest roughly $13 billion in its generation, transmission and distribution systems over the... https://finsum.com/index.php/economy/bonds-high-yield/item/12523-why-passive-bond-investing-is-losing-its-appeal https://finsum.com/index.php/economy/bonds-high-yield/item/12523-why-passive-bond-investing-is-losing-its-appeal Tue, 22 Sep 2026 10:28:27 GMT Economy Bonds: High Yield Advisors are increasingly rethinking how they approach fixed income, shifting away from passive index tracking toward active management as a way to navigate today's more volatile bond markets. Active management has never mattered more than it does right now. The case rests on timing as much as strategy.  Pass... https://finsum.com/index.php/other/eq-energy/item/12520-why-utilities-stopped-being-the-boring-sector https://finsum.com/index.php/other/eq-energy/item/12520-why-utilities-stopped-being-the-boring-sector Mon, 21 Sep 2026 12:01:00 GMT Other Eq: Energy Utilities used to be the sector investors owned for stability, not growth, but AI driven electricity demand has scrambled that assumption. Expect a 100 gigawatts of new data center capacity will come online over the next four years, growing at a 14% annual clip through 2030, and that surge is forcing investors to draw ... https://finsum.com/index.php/other/eq-small-caps/item/12519-the-international-small-cap-etf-betting-against-market-cap-weighting https://finsum.com/index.php/other/eq-small-caps/item/12519-the-international-small-cap-etf-betting-against-market-cap-weighting Mon, 21 Sep 2026 12:00:00 GMT Other Eq: Small Caps Most international small cap funds simply weight companies by size, but the iShares International Small Cap Equity Factor ETF, ticker ISCF, takes a different approach, tilting its roughly 1,187 holdings toward stocks with favorable exposure to specific style factors rather than tracking the broader market as is. &... https://finsum.com/index.php/other/wealth-management/item/12518-direct-indexing-goes-mainstream-but-the-tech-still-isnt-there https://finsum.com/index.php/other/wealth-management/item/12518-direct-indexing-goes-mainstream-but-the-tech-still-isnt-there Fri, 18 Sep 2026 12:02:00 GMT Other Wealth Management Direct indexing has crossed into the mainstream among financial advisors, but the barriers holding back wider adoption have shifted from convincing clients to fixing the plumbing behind the scenes.  FTSE Russell's latest survey of 400 US advisors found 83% are now using or planning to use direct indexing, up ... https://finsum.com/index.php/other/credit/item/12517-private-credits-default-rate-just-hit-a-new-record https://finsum.com/index.php/other/credit/item/12517-private-credits-default-rate-just-hit-a-new-record Fri, 18 Sep 2026 12:01:00 GMT Other Credit The private credit default rate hit a fresh record in August, according to Fitch Ratings, with the trailing 12-month rate across 1,300 tracked borrowers climbing to 6.3%, up from the prior record of 6.1% set just a month earlier. Fitch also logged the highest monthly total of default events in a full year. The pattern ... https://finsum.com/index.php/other/wealth-management/item/12516-why-asset-managers-are-chasing-mega-rias-like-wirehouses https://finsum.com/index.php/other/wealth-management/item/12516-why-asset-managers-are-chasing-mega-rias-like-wirehouses Fri, 18 Sep 2026 12:00:00 GMT Other Wealth Management Asset managers are quietly rewriting their distribution playbooks around a fast-growing segment of the RIA world. A new FUSE Research Network report finds that asset managers overall now devote 37% of their total RIA coverage time to mega firms and aggregators, and among the largest asset managers, those overseeing mor... https://finsum.com/index.php/other/eq-value/item/12515-the-fine-print-behind-interval-fund-liquidity https://finsum.com/index.php/other/eq-value/item/12515-the-fine-print-behind-interval-fund-liquidity Thu, 17 Sep 2026 12:03:00 GMT Other Eq: Value Interval funds have become one of the more popular ways for everyday investors to access illiquid asset classes like private credit, real estate and direct lending, but the structure comes with a tradeoff that is easy to overlook. Unlike a traditional mutual fund, an interval fund does not let investors redeem shares w... https://finsum.com/index.php/other/investing/item/12514-the-case-for-a-small-derivative-income-slice-in-every-portfolio https://finsum.com/index.php/other/investing/item/12514-the-case-for-a-small-derivative-income-slice-in-every-portfolio Thu, 17 Sep 2026 12:02:00 GMT Other Investing With US equity valuations elevated and market concentration near records, T. Rowe Price is seeing more advisors carve out a modest slice of derivative income strategies to steady portfolios without abandoning stocks entirely.  Derivative income strategies delivered less downside than the S&P 500 in every ... https://finsum.com/index.php/other/eq-energy/item/12513-why-full-nuclear-is-beating-the-stock-pickers https://finsum.com/index.php/other/eq-energy/item/12513-why-full-nuclear-is-beating-the-stock-pickers Thu, 17 Sep 2026 12:01:00 GMT Other Eq: Energy Nuclear energy's comeback keeps gaining momentum as AI data centers search for reliable, zero carbon power and countries look to reduce dependence on unstable global oil and gas supplies, a theme that intensified again as renewed conflict in the Middle East put energy security back in focus.  Rather than bett... https://finsum.com/index.php/other/wealth-management/item/12512-the-ai-advisor-debate-people-keep-framing-wrong https://finsum.com/index.php/other/wealth-management/item/12512-the-ai-advisor-debate-people-keep-framing-wrong Thu, 17 Sep 2026 12:00:00 GMT Other Wealth Management Every new wave of AI tools reignites the same anxious question inside wealth management: will technology eventually replace the advisor? OneSeven's Adam Blumenthal argues that framing misses what is actually happening.  Advisors have long lost hours to administrative drag, prepping for meetings, organizing cl...