4 hours ago
Accepting the $1M gift eliminates nearly 7% interest on a jumbo mortgage, delivering an immediate risk-free return that rivals most market strategies.
The new $15M lifetime gift exemption lets the in-laws transfer the full $1M immediately tax-free, requiring only a Form 709 filing.
An intrafamily loan at the 3.72% IRS minimum rate saves roughly 3 percentage points versus the current 6.9% jumbo mortgage rate.
Building a portfolio and living off one are two completely different skills, and almost **** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
People who pursue a FIRE (Financial Independence Retire Early) philosophy aggressively save and invest with a goal of retiring young enough to enjoy the freedom that a substantial nest egg affords. A fatFIRE adherent aims to accumulate a seven- or eight-figure retirement portfolio, enabling a lifestyle that ordinary early retirement budgets cannot support. When a couple's in-laws share those fatFIRE values, the relationship tends to run smoothly. But good intentions packaged as sizable financial gifts can shift that balance quickly, and without diplomacy and a shared strategy, even a generous offer can quietly fracture family dynamics.
#free
The new $15M lifetime gift exemption lets the in-laws transfer the full $1M immediately tax-free, requiring only a Form 709 filing.
An intrafamily loan at the 3.72% IRS minimum rate saves roughly 3 percentage points versus the current 6.9% jumbo mortgage rate.
Building a portfolio and living off one are two completely different skills, and almost **** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
People who pursue a FIRE (Financial Independence Retire Early) philosophy aggressively save and invest with a goal of retiring young enough to enjoy the freedom that a substantial nest egg affords. A fatFIRE adherent aims to accumulate a seven- or eight-figure retirement portfolio, enabling a lifestyle that ordinary early retirement budgets cannot support. When a couple's in-laws share those fatFIRE values, the relationship tends to run smoothly. But good intentions packaged as sizable financial gifts can shift that balance quickly, and without diplomacy and a shared strategy, even a generous offer can quietly fracture family dynamics.
#free
6 days ago
Jake Garcia experienced a disappointing ending to Friday's Love's RV Stop 225 at Talladega Superspeedway, finishing 26th after being involved in a major accident during the final stage. The ThorSport Racing driver started 11th and led three laps before his afternoon ended prematurely.
Garcia initially showed competitive speed, remaining among the leading trucks as drivers battled through multiple drafting lanes. His No. 98 Ford eventually moved into the lead for three laps, providing an opportunity to establish himself among the contenders.
However, maintaining track position proved difficult as competitors changed drafting lanes and employed different pit strategies. Garcia remained in competition through the opening stages but encountered serious trouble on Lap 57.
An accident sent his Ford hard into the outside wall, triggering a caution and collecting multiple competitors, including Chandler Smith and Conner Jones. The damage prevented Garcia from continuing, ending his afternoon after 56 completed laps. He ultimately finished 26th and earned 11 points.
Garcia remains 11th in the overall NASCAR Craftsman Truck Series standings with 559 points, the highest-ranked driver who missed the championship Chase. With Martinsville and Homestead-Miami remaining, Garcia will attempt to preserve that position and finish his season strongly.
#garcia #ford #ending #driver
Garcia initially showed competitive speed, remaining among the leading trucks as drivers battled through multiple drafting lanes. His No. 98 Ford eventually moved into the lead for three laps, providing an opportunity to establish himself among the contenders.
However, maintaining track position proved difficult as competitors changed drafting lanes and employed different pit strategies. Garcia remained in competition through the opening stages but encountered serious trouble on Lap 57.
An accident sent his Ford hard into the outside wall, triggering a caution and collecting multiple competitors, including Chandler Smith and Conner Jones. The damage prevented Garcia from continuing, ending his afternoon after 56 completed laps. He ultimately finished 26th and earned 11 points.
Garcia remains 11th in the overall NASCAR Craftsman Truck Series standings with 559 points, the highest-ranked driver who missed the championship Chase. With Martinsville and Homestead-Miami remaining, Garcia will attempt to preserve that position and finish his season strongly.
#garcia #ford #ending #driver
6 days ago
Josh Reaume endured a challenging afternoon in Friday's Love's RV Stop 225 at Talladega Superspeedway, finishing 22nd after starting 33rd. The Team Reaume driver gained 11 positions during the event and briefly led one lap in his No. 22 Ford.
Reaume began the race near the rear of the field, facing the challenge of advancing through a competitive 36-truck lineup. However, the unpredictable drafting conditions provided several opportunities for competitors to gain positions as the running order constantly changed.
The first major accident occurred on Lap 17, collecting eight trucks and forcing NASCAR to temporarily stop the race. Reaume avoided elimination in that incident and continued battling for track position as the event progressed. His Ford also remained competitive during the second stage, when multiple drivers experienced tire problems and varying pit strategies reshuffled the field.
Reaume eventually moved into the lead for one lap, providing a notable moment during his afternoon. The final stage featured additional accidents and an overtime finish, but Reaume could not remain on the lead lap. He ultimately completed 82 laps and finished 22nd, four laps behind winner Sammy Smith.
The performance earned Reaume 15 points and represented an improvement of 11 positions from his original starting spot.
#Event #field
Reaume began the race near the rear of the field, facing the challenge of advancing through a competitive 36-truck lineup. However, the unpredictable drafting conditions provided several opportunities for competitors to gain positions as the running order constantly changed.
The first major accident occurred on Lap 17, collecting eight trucks and forcing NASCAR to temporarily stop the race. Reaume avoided elimination in that incident and continued battling for track position as the event progressed. His Ford also remained competitive during the second stage, when multiple drivers experienced tire problems and varying pit strategies reshuffled the field.
Reaume eventually moved into the lead for one lap, providing a notable moment during his afternoon. The final stage featured additional accidents and an overtime finish, but Reaume could not remain on the lead lap. He ultimately completed 82 laps and finished 22nd, four laps behind winner Sammy Smith.
The performance earned Reaume 15 points and represented an improvement of 11 positions from his original starting spot.
#Event #field
6 days ago
Dawson Sutton experienced an eventful afternoon in Friday's Love's RV Stop 225 at Talladega Superspeedway, finishing 19th after leading one lap and encountering tire problems. The Rackley W.A.R. driver started 26th and demonstrated competitive speed during the middle portion of the race.
Sutton advanced through the field as the opening stages featured shifting drafting lanes and changing pit strategies. His No. 26 Chevrolet became particularly competitive during Stage 2, when he finished seventh and collected four valuable points.
Sutton also benefited from an efficient pit stop following the stage, moving toward the front as competitors employed different tire strategies. However, his afternoon became more challenging when a tire problem caused him to slow during the final stage.
The issue contributed to a caution for debris, forcing Sutton to recover lost track position during the remaining portion of the race. Despite the setback, he continued competing and avoided the late accident that eliminated multiple drivers. Sutton ultimately completed 85 laps and finished 19th, one lap behind winner Sammy Smith.
The result earned him 23 points and helped him maintain 18th in the overall NASCAR Craftsman Truck Series standings with 366 points.
#tire
Sutton advanced through the field as the opening stages featured shifting drafting lanes and changing pit strategies. His No. 26 Chevrolet became particularly competitive during Stage 2, when he finished seventh and collected four valuable points.
Sutton also benefited from an efficient pit stop following the stage, moving toward the front as competitors employed different tire strategies. However, his afternoon became more challenging when a tire problem caused him to slow during the final stage.
The issue contributed to a caution for debris, forcing Sutton to recover lost track position during the remaining portion of the race. Despite the setback, he continued competing and avoided the late accident that eliminated multiple drivers. Sutton ultimately completed 85 laps and finished 19th, one lap behind winner Sammy Smith.
The result earned him 23 points and helped him maintain 18th in the overall NASCAR Craftsman Truck Series standings with 366 points.
#tire
28 days ago
Despite the S&P 500's (SNPINDEX: ^GSPC) 13.3% gain thus far in 2026, there's still plenty bubbling beneath the surface that could trigger a sharp and sudden market crash. Stubborn inflation, the U.S. national debt sitting above $40 trillion, and fears of an artificial intelligence bubble are just a few concerns.
As one of the most successful investors of all time, Warren Buffett has some sage advice. It's found in the 1996 Berkshire Hathaway shareholder letter, which offered one of the top strategies for handling a market crash. The good news is that it can be followed before a crash even starts.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It's easy to feel panicked when the market starts tumbling, and making any kind of move, even if it's a knee-jerk reaction, can initially feel better than making no move at all. While that small voice whispering to "sell" may never go away during the initial waves of a market crash, it can be countered by being prepared in advance.
Buffett shared exactly how to counter it. In Berkshire's 1996 shareholder letter, he said, "If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes."
#crash #NVIDIA #even #shareholder
As one of the most successful investors of all time, Warren Buffett has some sage advice. It's found in the 1996 Berkshire Hathaway shareholder letter, which offered one of the top strategies for handling a market crash. The good news is that it can be followed before a crash even starts.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It's easy to feel panicked when the market starts tumbling, and making any kind of move, even if it's a knee-jerk reaction, can initially feel better than making no move at all. While that small voice whispering to "sell" may never go away during the initial waves of a market crash, it can be countered by being prepared in advance.
Buffett shared exactly how to counter it. In Berkshire's 1996 shareholder letter, he said, "If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes."
#crash #NVIDIA #even #shareholder
2 months ago
President Donald Trump’s sinking ratings threaten to drag down Republicans in November’s midterm elections, as voters blame him for high prices and a shaky economy, according to a new NBC News poll.
The president’s approval rating stands at 41% among registered voters, a second-term low in the poll, with a majority (55%) of voters saying they believe Trump’s policies have hurt the economy. That’s up from 48% in March, before the Iran war pushed up prices on gas and other goods and cemented the rising cost of living as voters’ most pressing issue.
Democrats hold a 5-point edge in the battle for control of Congress, 50%-45% — not nearly as large a lead as the 12-point advantage the party enjoyed at this point before the 2018 election, when Democrats rode an anti-Trump wave to the House majority in his first midterm as president. Despite that lead, the Democratic Party is still viewed more negatively than Trump and the GOP.
That could help Republicans, along with the fact that the fight for control of the House and especially the Senate is playing out in traditionally Republican parts of the country. Democrats would have to flip multiple states Trump carried by double digits in 2024 to win the Senate.
“We have a classic battle between these numbers and the political geography in which this campaign will be decided,” said Republican pollster Bill McInturff of Public Opinion Strategies, whose firm conducted the survey alongside Democratic firm Hart Research ***** ociates. “And the Republicans are still standing because of the geography in which this election will be won or lost.”
#president
The president’s approval rating stands at 41% among registered voters, a second-term low in the poll, with a majority (55%) of voters saying they believe Trump’s policies have hurt the economy. That’s up from 48% in March, before the Iran war pushed up prices on gas and other goods and cemented the rising cost of living as voters’ most pressing issue.
Democrats hold a 5-point edge in the battle for control of Congress, 50%-45% — not nearly as large a lead as the 12-point advantage the party enjoyed at this point before the 2018 election, when Democrats rode an anti-Trump wave to the House majority in his first midterm as president. Despite that lead, the Democratic Party is still viewed more negatively than Trump and the GOP.
That could help Republicans, along with the fact that the fight for control of the House and especially the Senate is playing out in traditionally Republican parts of the country. Democrats would have to flip multiple states Trump carried by double digits in 2024 to win the Senate.
“We have a classic battle between these numbers and the political geography in which this campaign will be decided,” said Republican pollster Bill McInturff of Public Opinion Strategies, whose firm conducted the survey alongside Democratic firm Hart Research ***** ociates. “And the Republicans are still standing because of the geography in which this election will be won or lost.”
#president
2 months ago
Claiming Social Security at 62 gives you three extra years of payments, but each monthly check is permanently smaller than it would be if you had waited until 65. Delaying benefits means giving up that early income in exchange for a larger monthly payment later. The break-even point shows when those larger checks catch up to the benefits collected by claiming early. Comparing that crossover age with your income needs, life expectancy and other retirement resources can help put the tradeoff in context.
A financial advisor can review a range of retirement strategies with you, including your optimum retirement age.
Social Security benefits can generally begin at age 62. However, starting before full retirement age (FRA) permanently reduces the monthly amount you receive. FRA depends on your birth year and ranges from 66 to 67 for workers approaching retirement today. For anyone born in 1960 or later, FRA is 67.
The Social Security Administration calculates early-claiming reductions based on how many months before FRA you begin collecting benefits. For the first 36 months before FRA, the benefit is generally reduced by 5/9 of 1% for each month. If you claim more than 36 months early, the reduction for those additional months is generally 5/12 of 1% per month.1
For a worker with an FRA of 67, claiming at 62 generally results in a 30% reduction. This means the worker receives about 70% of the benefit they would have received at FRA. Someone entitled to $2,500 per month at 67, for example, would receive approximately $1,750 per month by claiming at 62.
#Retirement
A financial advisor can review a range of retirement strategies with you, including your optimum retirement age.
Social Security benefits can generally begin at age 62. However, starting before full retirement age (FRA) permanently reduces the monthly amount you receive. FRA depends on your birth year and ranges from 66 to 67 for workers approaching retirement today. For anyone born in 1960 or later, FRA is 67.
The Social Security Administration calculates early-claiming reductions based on how many months before FRA you begin collecting benefits. For the first 36 months before FRA, the benefit is generally reduced by 5/9 of 1% for each month. If you claim more than 36 months early, the reduction for those additional months is generally 5/12 of 1% per month.1
For a worker with an FRA of 67, claiming at 62 generally results in a 30% reduction. This means the worker receives about 70% of the benefit they would have received at FRA. Someone entitled to $2,500 per month at 67, for example, would receive approximately $1,750 per month by claiming at 62.
#Retirement
2 months ago
AGNC Investment (NASDAQ: AGNC) completed its IPO in May 2008 at $20 per share. Today, shares of the mortgage REIT trade at around $10 per share, a staggering 50% below their IPO price.
However, the company's monthly dividends have more than offset the slump in its share price. AGNC has paid out over $50 per share in ****** ulative dividends since its IPO, more than double its IPO price. With dividends reinvested, it has significantly outperformed mortgage REITs and other financial stocks since its IPO.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
AGNC Investment's founders formed it in the depths of the financial crisis, seeing an opportunity to create a leading Agency MBS (mortgage-backed securities guaranteed against credit losses by government agencies like Fannie Mae). It invests in Agency MBS on a leveraged basis, primarily through repurchase agreements, and uses dynamic risk management strategies to navigate market risks, including interest rate changes.
The company has had to maneuver around several market cycles, unexpected events, and market volatility over the years, which have weighed on its investment returns and earnings. AGNC Investment has still managed to significantly expand its Agency MBS portfolio (it reached $97.2 billion at the end of the second quarter), financed primarily by selling stock. As a result, its shares outstanding have risen a staggering 7,660% since its IPO. This combination of earnings volatility and dilution is why its share prices have fallen 50% since the IPO.
#since #agency #dividends
However, the company's monthly dividends have more than offset the slump in its share price. AGNC has paid out over $50 per share in ****** ulative dividends since its IPO, more than double its IPO price. With dividends reinvested, it has significantly outperformed mortgage REITs and other financial stocks since its IPO.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
AGNC Investment's founders formed it in the depths of the financial crisis, seeing an opportunity to create a leading Agency MBS (mortgage-backed securities guaranteed against credit losses by government agencies like Fannie Mae). It invests in Agency MBS on a leveraged basis, primarily through repurchase agreements, and uses dynamic risk management strategies to navigate market risks, including interest rate changes.
The company has had to maneuver around several market cycles, unexpected events, and market volatility over the years, which have weighed on its investment returns and earnings. AGNC Investment has still managed to significantly expand its Agency MBS portfolio (it reached $97.2 billion at the end of the second quarter), financed primarily by selling stock. As a result, its shares outstanding have risen a staggering 7,660% since its IPO. This combination of earnings volatility and dilution is why its share prices have fallen 50% since the IPO.
#since #agency #dividends
2 months ago
There are plenty of tried-and-true strategies one can follow to build wealth, like staying debt-free and investing early for retirement. But sometimes it's worth it to go off the beaten path and try quirky money habits.
Are these habits kind of unusual? Yes. Will everyone else practice them? Probably not. Do they work? Also, yes.
An episode of Smart Money Happy Hour hosted by financial experts Rachel Cruze and George Kamel took a closer look at the most unusual money habits worth trying out to get ahead financially.
Here are 10 weird habits that can help you become rich.
This approach is not likely to be popular with most people, but Kamel said working more hours every week is something you can control especially if you're trying to get out of debt.
#money #unusual #happy
Are these habits kind of unusual? Yes. Will everyone else practice them? Probably not. Do they work? Also, yes.
An episode of Smart Money Happy Hour hosted by financial experts Rachel Cruze and George Kamel took a closer look at the most unusual money habits worth trying out to get ahead financially.
Here are 10 weird habits that can help you become rich.
This approach is not likely to be popular with most people, but Kamel said working more hours every week is something you can control especially if you're trying to get out of debt.
#money #unusual #happy
2 months ago
Investors continue to ask for more timely information, even as the volume available to them expands. A 2026 CFA Institute survey of 2,500 **** ysts and portfolio managers found that 62% opposed replacing quarterly reporting with semiannual reporting. Nearly 85% expressed concern about comparability if companies and investment managers could determine their own reporting frequency and format. Access remains important, while interpretation requires a separate discipline.
The demand also concerns the quality of disclosure. PwC's 2025 Global Investor Survey, covering 1,074 investment professionals across 26 countries and territories, found that only 37% believed companies disclosed enough about artificial intelligence strategies and policies. Respondents wanted greater transparency around innovation strategies, AI investment, and expected returns. These findings suggest that investors can face abundant commentary while still lacking the evidence needed to **** s a thesis.
Commercial incentives add another layer. A 2025 CFA Institute report examined continuation funds, in which a manager can oversee both the vehicle selling an **** et and the vehicle buying it. The report recognized the structure's liquidity role and identified conflicts requiring fair processes and governance. The example illustrates why informed **** ysis and aligned incentives are separate considerations.
That distinction applies beyond any single investment structure. Managers often possess valuable operational knowledge because they work directly with **** ets, tenants and financing markets. They may also be raising capital for the strategies they discuss. Their commercial interest becomes additional context for investors weighing forecasts, market narratives and recommendations alongside independently produced evidence. That context can help an investment committee separate a source's knowledge of the market from the confidence it should place in the source's preferred outcome during capital allocation.
Geoffrey Dohrmann, chairman, CEO and editor-in-chief of Institutional Real Estate, Inc., has watched those narratives develop across several market cycles. IREI is a media and market intelligence company covering institutional real estate and infrastructure through publications, research, data, events and consulting. Dohrmann explains its editorial role as independently recording where real-asset capital is moving and examining the explanations offered for those decisions.
#real #institute
The demand also concerns the quality of disclosure. PwC's 2025 Global Investor Survey, covering 1,074 investment professionals across 26 countries and territories, found that only 37% believed companies disclosed enough about artificial intelligence strategies and policies. Respondents wanted greater transparency around innovation strategies, AI investment, and expected returns. These findings suggest that investors can face abundant commentary while still lacking the evidence needed to **** s a thesis.
Commercial incentives add another layer. A 2025 CFA Institute report examined continuation funds, in which a manager can oversee both the vehicle selling an **** et and the vehicle buying it. The report recognized the structure's liquidity role and identified conflicts requiring fair processes and governance. The example illustrates why informed **** ysis and aligned incentives are separate considerations.
That distinction applies beyond any single investment structure. Managers often possess valuable operational knowledge because they work directly with **** ets, tenants and financing markets. They may also be raising capital for the strategies they discuss. Their commercial interest becomes additional context for investors weighing forecasts, market narratives and recommendations alongside independently produced evidence. That context can help an investment committee separate a source's knowledge of the market from the confidence it should place in the source's preferred outcome during capital allocation.
Geoffrey Dohrmann, chairman, CEO and editor-in-chief of Institutional Real Estate, Inc., has watched those narratives develop across several market cycles. IREI is a media and market intelligence company covering institutional real estate and infrastructure through publications, research, data, events and consulting. Dohrmann explains its editorial role as independently recording where real-asset capital is moving and examining the explanations offered for those decisions.
#real #institute
2 months ago
Interested in Eli Lilly and Company? Here are five stocks we like better.
The healthcare sector offers options for investors of every age, combining high-growth drugmakers, defensive operators, and reliable dividend payers.
Eli Lilly suits younger investors with its obesity and diabetes drug pipeline driving growth, having gained nearly 34% since its April low.
UnitedHealth Group fits middle-aged investors with a turnaround story and rising dividend, while Johnson & Johnson's Dividend King status appeals to older, income-focused investors.
When it comes to investing, there is no one-size-fits-all approach. Strategies vary based on numerous factors, including but not limited to investors' risk tolerance, net worth, and age. When it comes to stock-picking, that last one is important.
#comes #here #april
The healthcare sector offers options for investors of every age, combining high-growth drugmakers, defensive operators, and reliable dividend payers.
Eli Lilly suits younger investors with its obesity and diabetes drug pipeline driving growth, having gained nearly 34% since its April low.
UnitedHealth Group fits middle-aged investors with a turnaround story and rising dividend, while Johnson & Johnson's Dividend King status appeals to older, income-focused investors.
When it comes to investing, there is no one-size-fits-all approach. Strategies vary based on numerous factors, including but not limited to investors' risk tolerance, net worth, and age. When it comes to stock-picking, that last one is important.
#comes #here #april
2 months ago
This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and ******* ysis, subscribe to Bisnow's free suite of newsletters.
A pair of national real estate investment managers closed their U.S. office credit fund with $1.1B in investor commitments.
Hines and Rialto Capital secured 126 investors for their Hines Rialto Credit Partners, a co-general partnership focused on U.S. office credit investments. The fund required a minimum investment of $100K, according to a filing with the U.S. Securities and Exchange Commission.
With the rapid growth of private credit, Hines said it believes investors are searching for real estate credit strategies grounded in specialized underwriting and deep market knowledge.
"Yield alone does not tell you the quality of the risk," Alfonso Munk, Hines' global co-head of investment management, said in a statement. "In real estate credit, understanding the underlying ******* et — what it is worth, how it performs and how it may hold up under pressure — is becoming increasingly important as the market works through a significant refinancing cycle."
#real #rialto
A pair of national real estate investment managers closed their U.S. office credit fund with $1.1B in investor commitments.
Hines and Rialto Capital secured 126 investors for their Hines Rialto Credit Partners, a co-general partnership focused on U.S. office credit investments. The fund required a minimum investment of $100K, according to a filing with the U.S. Securities and Exchange Commission.
With the rapid growth of private credit, Hines said it believes investors are searching for real estate credit strategies grounded in specialized underwriting and deep market knowledge.
"Yield alone does not tell you the quality of the risk," Alfonso Munk, Hines' global co-head of investment management, said in a statement. "In real estate credit, understanding the underlying ******* et — what it is worth, how it performs and how it may hold up under pressure — is becoming increasingly important as the market works through a significant refinancing cycle."
#real #rialto
2 months ago
The exchange-traded fund (ETF) market's August numbers look flawless on the surface, until you look at where the money actually went.
The industry held $16.4 trillion in ******* ets through August 31, 2026, with $180 billion in fresh capital pouring in that month alone, 3.8 times the historical August average and the strongest August on record for fund inflows, State Street reported.
New fund creation has been equally prolific, with 1,023 ETFs debuting in the first eight months of 2026, a 52% jump from the previous year's pace.
Active strategies represent more than 80% of the year's new products, and about 25% of August's 134 launches used leveraged or inverse structures, FactSet noted.
Among August's new launches were 18 single-stock ETFs, most of them targeting semiconductor companies to tap into the artificial intelligence infrastructure buildout.
#august #state #street #exchange
The industry held $16.4 trillion in ******* ets through August 31, 2026, with $180 billion in fresh capital pouring in that month alone, 3.8 times the historical August average and the strongest August on record for fund inflows, State Street reported.
New fund creation has been equally prolific, with 1,023 ETFs debuting in the first eight months of 2026, a 52% jump from the previous year's pace.
Active strategies represent more than 80% of the year's new products, and about 25% of August's 134 launches used leveraged or inverse structures, FactSet noted.
Among August's new launches were 18 single-stock ETFs, most of them targeting semiconductor companies to tap into the artificial intelligence infrastructure buildout.
#august #state #street #exchange
2 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Delivered total revenue growth of 1.1%, marking the second consecutive quarter of expansion as the Project Sunshine transformation gains traction.
Direct segment revenue grew 8% with comparable sales up 9.2%, serving as the primary indicator of customer resonance with new product and marketing strategies.
Gross margin expanded by more than 40 basis points (excluding tariff refunds) through disciplined pricing, promotion governance, and improved product ****** ortment productivity.
Indirect channel revenue contracted 39% due to intentional shifts in marketplace strategy and a strategic reduction in liquidation sales to protect brand equity.
#tell
Delivered total revenue growth of 1.1%, marking the second consecutive quarter of expansion as the Project Sunshine transformation gains traction.
Direct segment revenue grew 8% with comparable sales up 9.2%, serving as the primary indicator of customer resonance with new product and marketing strategies.
Gross margin expanded by more than 40 basis points (excluding tariff refunds) through disciplined pricing, promotion governance, and improved product ****** ortment productivity.
Indirect channel revenue contracted 39% due to intentional shifts in marketplace strategy and a strategic reduction in liquidation sales to protect brand equity.
#tell
2 months ago
Apollo Global Management, Inc. (NYSE:APO) is reportedly in talks to acquire Johnson & Johnson (NYSE:JNJ) DePuy Synthes orthopedics business in a transaction that could value the unit at close to $20 billion, according to Bloomberg, as reported by Reuters. J&J generated $9.3 billion of revenue from the orthopedics business in 2025, making the potential transaction material for both companies. The discussions could reach an agreement within weeks, although J&J is also considering a public-market spin-off. This is consistent with J&J's October 2025 decision to separate DePuy Synthes within an expected 18-to-24-month timeframe and shift its MedTech portfolio toward higher-growth, higher-margin businesses.
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of ***** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.
#billion #depuy
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of ***** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.
#billion #depuy
2 months ago
Apollo Global Management, Inc. (NYSE:APO) is reportedly in talks to acquire Johnson & Johnson (NYSE:JNJ) DePuy Synthes orthopedics business in a transaction that could value the unit at close to $20 billion, according to Bloomberg, as reported by Reuters. J&J generated $9.3 billion of revenue from the orthopedics business in 2025, making the potential transaction material for both companies. The discussions could reach an agreement within weeks, although J&J is also considering a public-market spin-off. This is consistent with J&J's October 2025 decision to separate DePuy Synthes within an expected 18-to-24-month timeframe and shift its MedTech portfolio toward higher-growth, higher-margin businesses.
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of **** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.
#NYSE #johnson
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of **** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.
#NYSE #johnson
2 months ago
Texas Democratic gubernatorial candidate Gina Hinojosa spent the summer keeping Republican Gov. Greg Abbott within arm's reach — never letting him lead by more than a few points.
However, two new polls disagree on whether that's still true, and the answer may decide how competitive the race really is.
A Sept. 15 poll from Mason-Dixon Polling & Research Inc. showed that Republican Gov. Greg Abbott is leading his Democratic challenger, Gina Hinojosa, by 7 points, 48% to 41%, with 8% of voters undecided.
The Mason-Dixon had a 4-point margin of error, with Libertarian Pat Dixon at 1% and Independent Jenn Mack Raphoon at 2%. It surveyed 625 registered Texas voters Sept. 8-10 who said they are likely to vote in the November 2026 election.
The poll follows a Sept. 13 poll from SoCal Strategies that showed Abbott still in a strong position in his bid for a fourth term, leading Hinojosa 52% to 44%.
#dixon #gina #republican
However, two new polls disagree on whether that's still true, and the answer may decide how competitive the race really is.
A Sept. 15 poll from Mason-Dixon Polling & Research Inc. showed that Republican Gov. Greg Abbott is leading his Democratic challenger, Gina Hinojosa, by 7 points, 48% to 41%, with 8% of voters undecided.
The Mason-Dixon had a 4-point margin of error, with Libertarian Pat Dixon at 1% and Independent Jenn Mack Raphoon at 2%. It surveyed 625 registered Texas voters Sept. 8-10 who said they are likely to vote in the November 2026 election.
The poll follows a Sept. 13 poll from SoCal Strategies that showed Abbott still in a strong position in his bid for a fourth term, leading Hinojosa 52% to 44%.
#dixon #gina #republican
2 months ago
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Mortgage rates have been slowly rising over the past seven months, from just below 6% before the Middle East conflict began in late February to near 7% this week (with some surveys reporting rates already above 7%).
However, it's still possible to lock in a rate below the national average. Borrowers need to shop diligently and deploy one or more of the following strategies to earn the lowest mortgage rate possible in the 2026 housing market.
See the average mortgage rate in your state.
Analysis by Yahoo Finance of nearly 5,000 mortgage lenders reporting 2026 loan information under the Home Mortgage Disclosure Act reveals the surprising truth: the lenders offering the absolute lowest mortgage rates. In 2026, the largest national banks, credit unions, and homebuilders that finance their own construction offered the most favorable home loan rates to the widest variety of borrowers.
#rates #finance #reporting
Mortgage rates have been slowly rising over the past seven months, from just below 6% before the Middle East conflict began in late February to near 7% this week (with some surveys reporting rates already above 7%).
However, it's still possible to lock in a rate below the national average. Borrowers need to shop diligently and deploy one or more of the following strategies to earn the lowest mortgage rate possible in the 2026 housing market.
See the average mortgage rate in your state.
Analysis by Yahoo Finance of nearly 5,000 mortgage lenders reporting 2026 loan information under the Home Mortgage Disclosure Act reveals the surprising truth: the lenders offering the absolute lowest mortgage rates. In 2026, the largest national banks, credit unions, and homebuilders that finance their own construction offered the most favorable home loan rates to the widest variety of borrowers.
#rates #finance #reporting
2 months ago
All eyes are on the Fed with another higher than expected reading for core inflation. Jeff Klingelhofer, CFA, Managing Director, Portfolio Manager & Senior Research **** yst, Securitized **** ets at Aristotle Pacific, talks with host Brad Roth on this episode of Behind the Ticker about why the new Fed Chair stepping into an environment of high inflation matters for investors and bonds, and what that means for how the firm is positioning their strategies that include three new ETFs, the Aristotle Core Plus Income ETF (ARCP), the Aristotle Multi-Sector Income ETF (ARMS), and the Aristotle Short Term Income ETF (SDUR).
You can also watch this conversation here or on our YouTube, as well as find it on any of your preferred podcast streaming platforms.
A non-traditional path to fixed income: Jeff Klingelhofer started at PIMCO, moved through Tokyo and London, then took an unexpected detour into a five-person hedge fund during his Chicago MBA. That experience shaped his career trajectory, from building Thornburg's taxable fixed income desk from scratch to joining Aristotle Pacific in 2024.
The relative value philosophy: Instead of chasing yield by taking more risk within a single **** et class, Klingelhofer compares opportunities across all of fixed income, including corporates, ABS, CLOs, bank loans, and more. His go-to example: in 2020, an American Airlines corporate bond and its aircraft-backed EETC priced identically, but a month later one traded at 27 cents on the dollar while the other held at 65 cent, proof that siloed desks miss cross-market mispricing.
Three ETFs, one philosophy: Aristotle Pacific's new suite of SDUR (short-term income), ARCP (core plus), and ARMS (multi-sector income) applies this relative value lens across the risk spectrum, each targeting a different level of duration and credit exposure. All three aim to outperform passive benchmarks through active security selection rather than added risk.
#jeff #etfs
You can also watch this conversation here or on our YouTube, as well as find it on any of your preferred podcast streaming platforms.
A non-traditional path to fixed income: Jeff Klingelhofer started at PIMCO, moved through Tokyo and London, then took an unexpected detour into a five-person hedge fund during his Chicago MBA. That experience shaped his career trajectory, from building Thornburg's taxable fixed income desk from scratch to joining Aristotle Pacific in 2024.
The relative value philosophy: Instead of chasing yield by taking more risk within a single **** et class, Klingelhofer compares opportunities across all of fixed income, including corporates, ABS, CLOs, bank loans, and more. His go-to example: in 2020, an American Airlines corporate bond and its aircraft-backed EETC priced identically, but a month later one traded at 27 cents on the dollar while the other held at 65 cent, proof that siloed desks miss cross-market mispricing.
Three ETFs, one philosophy: Aristotle Pacific's new suite of SDUR (short-term income), ARCP (core plus), and ARMS (multi-sector income) applies this relative value lens across the risk spectrum, each targeting a different level of duration and credit exposure. All three aim to outperform passive benchmarks through active security selection rather than added risk.
#jeff #etfs
2 months ago
Arizona Cardinals tight end Trey McBride will play with a refined passion in 2026. With the 2025 season in his rearview mirror and the Los Angeles Chargers ahead, McBride is hoping that his passion and premier pass-catching can spark the beginning of a new chapter for the franchise.
The Chargers lost defensive coordinator Jesse Minter, who moved on to a head coaching position with the Baltimore Ravens. Still, Chargers safety Derwin James Jr. is on the roster and his skillset poses a significant opposition for McBride. Cardinals head coach Mike LaFleur still has plans on making McBride the focus of the team offense and it'll come down to pure will to determine whether or not McBride can muscle up.
The Cardinals seem to have a competent offensive personnel group at the skills positions but time will tell how their offensive line fares in 2026. Play-action and the quick passing game are both strategies where LaFleur and offensive coordinator Nathaniel Hackett are likely to call on McBride's jersey number. McBride is quick and physical, plus his route running makes him a mismatch for most opposing linebackers and safeties.
Ultimately, if the Cardinals are to stand a chance on Sunday, they will rely on their passing attack to propel the offense and that'll mean that McBride must be exceptionally magnificent. The Chargers allowed just 19.8 points per game in 2025, but without the mastermind of Minter, McBride might locate a few breaches that can be exploited.
Get more Cardinals and NFL coverage from Cards Wire's Jess Root and others by listening to the latest on the Rise Up, See Red podcast. Subscribe on Spotify, YouTube or Apple Podcasts.
#play #passion #coordinator
The Chargers lost defensive coordinator Jesse Minter, who moved on to a head coaching position with the Baltimore Ravens. Still, Chargers safety Derwin James Jr. is on the roster and his skillset poses a significant opposition for McBride. Cardinals head coach Mike LaFleur still has plans on making McBride the focus of the team offense and it'll come down to pure will to determine whether or not McBride can muscle up.
The Cardinals seem to have a competent offensive personnel group at the skills positions but time will tell how their offensive line fares in 2026. Play-action and the quick passing game are both strategies where LaFleur and offensive coordinator Nathaniel Hackett are likely to call on McBride's jersey number. McBride is quick and physical, plus his route running makes him a mismatch for most opposing linebackers and safeties.
Ultimately, if the Cardinals are to stand a chance on Sunday, they will rely on their passing attack to propel the offense and that'll mean that McBride must be exceptionally magnificent. The Chargers allowed just 19.8 points per game in 2025, but without the mastermind of Minter, McBride might locate a few breaches that can be exploited.
Get more Cardinals and NFL coverage from Cards Wire's Jess Root and others by listening to the latest on the Rise Up, See Red podcast. Subscribe on Spotify, YouTube or Apple Podcasts.
#play #passion #coordinator
2 months ago
Oxford Industries, Inc. (NYSE:OXM) reported fiscal second-quarter net sales of $394.4 million, down 2.2%. Full-price direct-to-consumer sales declined 1%, while wholesale sales fell 14%, primarily reflecting lower off-price sales.
GAAP gross margin increased to 73.8% from 61.4% after Oxford Industries, Inc. (NYSE:OXM) recognized approximately $42 million of tariff refund claims as a reduction of cost of goods sold. Company-defined non-GAAP adjusted gross margin, excluding tariff refunds and LIFO effects, still improved to 63.1% from 61.7%. Updated **** ortment, sourcing, and pricing strategies increased initial markups, while lower off-price wholesale sales improved the sales mix.
Oxford Industries, Inc. (NYSE:OXM) lowered full-year sales guidance to $1.43 billion to $1.47 billion from $1.475 billion to $1.505 billion. Company-defined non-GAAP adjusted EPS guidance fell to $1.60 to $2.00 from $2.30 to $2.70, reducing the midpoint by 28%. Adjusted EPS excludes LIFO effects, tariff refunds and related interest, Johnny Was amortization, distribution-center relocation costs, merchandising initiatives, store-closure impairments and related taxes.
Underlying margin expansion suggests Oxford Industries, Inc. (NYSE:OXM) improved product economics beyond the one-time refund. Company-defined non-GAAP adjusted operating income, which excludes LIFO effects, tariff refunds and related interest, Johnny Was amortization, and specified distribution-center, merchandising, and store-closure costs, increased to $29.3 million from $28.3 million. Adjusted operating margin rose to 7.4% from 7.0%.
Tommy Bahama remained the strongest major brand for Oxford Industries, Inc. (NYSE:OXM), with sales increasing 0.8% and adjusted gross margin rising to 63.6% from 60.7%. FIFO inventory fell $9 million, or 4%, from one year earlier, reducing markdown exposure.
#gaap
GAAP gross margin increased to 73.8% from 61.4% after Oxford Industries, Inc. (NYSE:OXM) recognized approximately $42 million of tariff refund claims as a reduction of cost of goods sold. Company-defined non-GAAP adjusted gross margin, excluding tariff refunds and LIFO effects, still improved to 63.1% from 61.7%. Updated **** ortment, sourcing, and pricing strategies increased initial markups, while lower off-price wholesale sales improved the sales mix.
Oxford Industries, Inc. (NYSE:OXM) lowered full-year sales guidance to $1.43 billion to $1.47 billion from $1.475 billion to $1.505 billion. Company-defined non-GAAP adjusted EPS guidance fell to $1.60 to $2.00 from $2.30 to $2.70, reducing the midpoint by 28%. Adjusted EPS excludes LIFO effects, tariff refunds and related interest, Johnny Was amortization, distribution-center relocation costs, merchandising initiatives, store-closure impairments and related taxes.
Underlying margin expansion suggests Oxford Industries, Inc. (NYSE:OXM) improved product economics beyond the one-time refund. Company-defined non-GAAP adjusted operating income, which excludes LIFO effects, tariff refunds and related interest, Johnny Was amortization, and specified distribution-center, merchandising, and store-closure costs, increased to $29.3 million from $28.3 million. Adjusted operating margin rose to 7.4% from 7.0%.
Tommy Bahama remained the strongest major brand for Oxford Industries, Inc. (NYSE:OXM), with sales increasing 0.8% and adjusted gross margin rising to 63.6% from 60.7%. FIFO inventory fell $9 million, or 4%, from one year earlier, reducing markdown exposure.
#gaap
2 months ago
Horizon Technology Finance Corp., an affiliate of Monroe Capital, on September 10 said that the RoHo Capital Opportunity Fund LLC, a joint venture formed by Horizon and CR Financial Holdings, Inc., the holding company for Roth Capital Partners, LLC, has provided a $20-million senior credit facility to NeoVolta, Inc., with the ability to increase the facility to $30 million upon mutual agreement. An initial $20 million was funded at closing to support NeoVolta's continued growth.NeoVolta is an energy technology company focused on developing and manufacturing domestic battery energy storage systems (BESS). Together with its joint venture partner LONGi, NeoVolta is developing a 210,600-square-foot manufacturing facility in Pendergrass, Georgia, to produce BESS systems designed to meet U.S. domestic content and supply-chain requirements. The facility is expected to have an initial annual production capacity of up to 2 GWh, with the potential to scale to 8 GWh over time."Providing growth capital to innovative companies operating in attractive, high-growth markets is a core focus of RoHo's investment strategy," said Paul Seitz, chief investment officer of Horizon. "Formed by Horizon and Roth Capital, RoHo pairs Horizon's venture lending and structuring expertise with Roth's deep public markets relationships to deliver flexible growth capital to small- and micro-cap public companies. We are pleased to support NeoVolta's growth plans with a tailored financing solution and look forward to continuing to deploy capital through RoHo in support of innovative public companies pursuing significant market opportunities.""Horizon and Roth Capital bring valuable experience and a collaborative approach as we advance NeoVolta's domestic battery energy storage systems manufacturing platform," said Ardes Johnson, CEO of NeoVolta. "As we ramp our Georgia facility and pursue larger commercial and utility-scale opportunities, this relationship supports our ability to execute on our long-term growth strategy."Horizon Technology Finance Corp. is a specialty finance company that provides capital in the form of secured loans to venture capital and private equity-backed companies and publicly traded companies in the technology, life science, healthcare information and services, and sustainability industries. The investment objective of Horizon is to maximize its investment portfolio's return by generating current income from the debt investments it makes and capital appreciation from the warrants it receives when making such debt investments. Horizon is headquartered in Farmington, Connecticut, with a regional office in Pleasanton, California, and investment professionals located throughout the U.S.Monroe Capital is a premier ****** et management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, opportunistic, structured credit, real estate and equity.CR Financial Holdings, Inc., is a private hol
2 months ago
Chinese e-commerce giants such as Shein and Temu have reshaped the retail landscape amid economic uncertainty, higher prices, and cautious consumer spending by offering shoppers a wide range of products at extremely low prices.
Their growth has prompted established companies such as Amazon, Target, and Walmart to invest in strategies like third-party marketplaces, supply chain infrastructure, and digital tools to keep pace with changing consumer habits.
Now, one online-first fashion retailer is taking a different approach. While many established brands have been reassessing their physical footprints and closing underperforming stores, this e-commerce fashion company is moving in the opposite direction by expanding its brick-and-mortar presence in the U.S.
Founded in 2020 as an online-first womenswear brand, Cider has built its business around affordable, trend-driven fashion and a digital-focused shopping experience.
Cider opened its second permanent U.S. retail location on September 4, 2026, at Westfield Valley Fair in San Jose, California. The 11,269-square-foot store is located at 2855 Stevens Creek Blvd., ****** e No. 2411.
#fashion #cider #prices #first
Their growth has prompted established companies such as Amazon, Target, and Walmart to invest in strategies like third-party marketplaces, supply chain infrastructure, and digital tools to keep pace with changing consumer habits.
Now, one online-first fashion retailer is taking a different approach. While many established brands have been reassessing their physical footprints and closing underperforming stores, this e-commerce fashion company is moving in the opposite direction by expanding its brick-and-mortar presence in the U.S.
Founded in 2020 as an online-first womenswear brand, Cider has built its business around affordable, trend-driven fashion and a digital-focused shopping experience.
Cider opened its second permanent U.S. retail location on September 4, 2026, at Westfield Valley Fair in San Jose, California. The 11,269-square-foot store is located at 2855 Stevens Creek Blvd., ****** e No. 2411.
#fashion #cider #prices #first
2 months ago
Interested in Qualcomm Incorporated? Here are five stocks we like better.
Qualcomm's Amazon agreement gives its data center strategy a major anchor beyond smartphones.
Amazon's warrants are tied to up to $60 billion in potential purchases over a decade, making the deal meaningful but gradual.
Qualcomm's valuation still trails many AI infrastructure peers, but dilution risk and execution timing remain important factors.
Investors continue to seek disciplined strategies to participate in the evolving artificial intelligence (AI) economy without paying inflated multiples for standard graphics hardware. Capital remains focused on businesses positioned to sustain steady enterprise workload expansion while maintaining reasonable valuation metrics.
#interested #qualcomm
Qualcomm's Amazon agreement gives its data center strategy a major anchor beyond smartphones.
Amazon's warrants are tied to up to $60 billion in potential purchases over a decade, making the deal meaningful but gradual.
Qualcomm's valuation still trails many AI infrastructure peers, but dilution risk and execution timing remain important factors.
Investors continue to seek disciplined strategies to participate in the evolving artificial intelligence (AI) economy without paying inflated multiples for standard graphics hardware. Capital remains focused on businesses positioned to sustain steady enterprise workload expansion while maintaining reasonable valuation metrics.
#interested #qualcomm
2 months ago
This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and ******* ysis, subscribe to Bisnow's free suite of newsletters.
CBRE's investment management arm has acquired a 5-year-old net lease company with ******* ets totaling 12M SF across the U.S.
CBRE Investment Management purchased Cerberus Capital Management's Tenet Equity business for $1.6B, both sides of the transaction announced in separate news releases Tuesday. CBRE said it made the investment on behalf of several of its investment strategies but didn't disclose which ones.
Net leases are real estate arrangements in which tenants are responsible for fees typically ******* ociated with ownership, like insurance, maintenance and taxes. This is often executed through leaseback deals, in which a business sells its property for a cash infusion and then leases it back to remain a tenant.
Along with the acquisition, CBRE is launching a new strategy to further invest in net lease properties. Akash Shivashankara, a CBRE IM senior portfolio manager, will be heading that strategy.
#management
CBRE's investment management arm has acquired a 5-year-old net lease company with ******* ets totaling 12M SF across the U.S.
CBRE Investment Management purchased Cerberus Capital Management's Tenet Equity business for $1.6B, both sides of the transaction announced in separate news releases Tuesday. CBRE said it made the investment on behalf of several of its investment strategies but didn't disclose which ones.
Net leases are real estate arrangements in which tenants are responsible for fees typically ******* ociated with ownership, like insurance, maintenance and taxes. This is often executed through leaseback deals, in which a business sells its property for a cash infusion and then leases it back to remain a tenant.
Along with the acquisition, CBRE is launching a new strategy to further invest in net lease properties. Akash Shivashankara, a CBRE IM senior portfolio manager, will be heading that strategy.
#management
2 months ago
The Los Angeles Rams won the offseason — Aaron Donald and Myles Garrett and Trent McDuffie, oh my! — but they lost their first game of the 2026 NFL regular season.
Bill Plaschke's undefeated season prediction went up in smoke when the San Francisco 49ers blew out the Rams, 27-7, in the NFL's first-ever game in Melbourne, Australia, on Thursday night.
Don't let the final score deceive you. It was uglier than that. Matthew Stafford, the reigning NFL MVP, threw helium **** , and Garrett, the reigning Defensive Player of the Year, was quite literally invisible. The Rams as a whole looked lifeless and, well, jet-lagged.
The 49ers traveled to Melbourne last week, while the Rams decided to wait until Tuesday and landed merely 28 hours before kickoff.
Peter Schrager discussed the differing strategies on his premiere Big Day episode on ESPN:
#garrett #melbourne #game #reigning
Bill Plaschke's undefeated season prediction went up in smoke when the San Francisco 49ers blew out the Rams, 27-7, in the NFL's first-ever game in Melbourne, Australia, on Thursday night.
Don't let the final score deceive you. It was uglier than that. Matthew Stafford, the reigning NFL MVP, threw helium **** , and Garrett, the reigning Defensive Player of the Year, was quite literally invisible. The Rams as a whole looked lifeless and, well, jet-lagged.
The 49ers traveled to Melbourne last week, while the Rams decided to wait until Tuesday and landed merely 28 hours before kickoff.
Peter Schrager discussed the differing strategies on his premiere Big Day episode on ESPN:
#garrett #melbourne #game #reigning
2 months ago
IG Wealth Management and Goldman Sachs ******* et Management have entered a partnership, covering a range of investment portfolios.
The arrangement links IG's financial planning operations with Goldman Sachs ******* et Management's investment management capabilities.
The firms are intended to give IG clients and retail investors in Canada access to diversified strategies spanning equities, fixed income and alternative ******* ets, using approaches previously used by institutional investors.
Goldman Sachs ******* et Management global head and multi-asset solutions co-chief investment officer and portfolio manager Alexandra Wilson-Elizondo said: "We believe a modern approach to ******* et allocation, dynamic investment strategies, robust risk management processes and well-diversified portfolios help clients achieve their objectives across market environments.
"We are excited to partner with IG to bring the capabilities of our Multi-Asset Solutions team to IG's clients across Canada."
#goldman #sachs #canada #portfolios
The arrangement links IG's financial planning operations with Goldman Sachs ******* et Management's investment management capabilities.
The firms are intended to give IG clients and retail investors in Canada access to diversified strategies spanning equities, fixed income and alternative ******* ets, using approaches previously used by institutional investors.
Goldman Sachs ******* et Management global head and multi-asset solutions co-chief investment officer and portfolio manager Alexandra Wilson-Elizondo said: "We believe a modern approach to ******* et allocation, dynamic investment strategies, robust risk management processes and well-diversified portfolios help clients achieve their objectives across market environments.
"We are excited to partner with IG to bring the capabilities of our Multi-Asset Solutions team to IG's clients across Canada."
#goldman #sachs #canada #portfolios
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2 months ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Known as Conquest Planning since its launch in 2018, the fintech company has unveiled a refreshed brand and visual identity, shortened its name from Conquest Planning to Conquest, and announced a pivot beyond financial planning to signal the broader role its financial advice engine plays.
The company's engine, Strategic Advice Manager, has evolved to include agentic capabilities announced earlier this year. SAM comprises a calculation engine and proprietary artificial intelligence expert system that work together to evaluate and rank financial strategies, model life events and respond to client questions.
"Financial advice was never meant to be static," said Brad Joudrie, chief executive officer of Conquest, in a prepared statement. "Clients' lives change constantly, and the advice they receive should be able to keep pace."
The engine can power AI-enabled advisor, client and white-label experiences, helping firms deliver financial guidance across any wealth segment, channel and surface, according to the company.
#wealthmanagement #company
Known as Conquest Planning since its launch in 2018, the fintech company has unveiled a refreshed brand and visual identity, shortened its name from Conquest Planning to Conquest, and announced a pivot beyond financial planning to signal the broader role its financial advice engine plays.
The company's engine, Strategic Advice Manager, has evolved to include agentic capabilities announced earlier this year. SAM comprises a calculation engine and proprietary artificial intelligence expert system that work together to evaluate and rank financial strategies, model life events and respond to client questions.
"Financial advice was never meant to be static," said Brad Joudrie, chief executive officer of Conquest, in a prepared statement. "Clients' lives change constantly, and the advice they receive should be able to keep pace."
The engine can power AI-enabled advisor, client and white-label experiences, helping firms deliver financial guidance across any wealth segment, channel and surface, according to the company.
#wealthmanagement #company
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2 months ago
A mall chain many consumers around the United States grew up visiting has closed another 25 stores over the last three months.
Earlier this year, we saw a number of mall retailers close locations, despite July 2026 Placer.ai data revealing that foot traffic across all three mall formats grew year over year. As part of my retail coverage for TheStreet, I reported on Vera Bradley cutting its traditional mall footprint by more than 43%, and Fossil Group quietly closing 219 stores over five years.
Most retailers choosing not to renew their mall leases are shifting their strategies. Some are pivoting to open-air shopping centers, which have been outperforming traditional malls for a while, while others are responding to changing consumer preferences by investing more in their online presence.
Founded in 1924, Genesco is a footwear-first company and the engine behind popular brands focused on kids, teens, and young adults. These include Little Burgundy, Journeys, and Schuh.
Genesco has closed another 25 stores across its portfolio, including 17 Journeys Group locations, in the second quarter of fiscal 2027, according to the company's latest earnings release.
#stores #retailers
Earlier this year, we saw a number of mall retailers close locations, despite July 2026 Placer.ai data revealing that foot traffic across all three mall formats grew year over year. As part of my retail coverage for TheStreet, I reported on Vera Bradley cutting its traditional mall footprint by more than 43%, and Fossil Group quietly closing 219 stores over five years.
Most retailers choosing not to renew their mall leases are shifting their strategies. Some are pivoting to open-air shopping centers, which have been outperforming traditional malls for a while, while others are responding to changing consumer preferences by investing more in their online presence.
Founded in 1924, Genesco is a footwear-first company and the engine behind popular brands focused on kids, teens, and young adults. These include Little Burgundy, Journeys, and Schuh.
Genesco has closed another 25 stores across its portfolio, including 17 Journeys Group locations, in the second quarter of fiscal 2027, according to the company's latest earnings release.
#stores #retailers
2 months ago
The decision will see the planned closure of Cone Denim's Jiaxing facility in Zhejiang province, marking a major step in its ongoing strategic transformation.
Cone Denim says the withdrawal follows a "comprehensive review" of its manufacturing footprint, the global denim market and changes in customer sourcing needs.
Recent changes in global trade, evolving customer strategies, cost pressures, supply chain considerations and broader geopolitical circumstances all contributed to the determination to curtail denim production in China.
Cone Denim president Steve Maggard explained: "We are positioning Cone Denim for its next chapter of success, with a clear priority to continue delivering for our customers with the quality, innovation, reliability, and service that have defined Cone Denim for generations.
"Closing the China facility was a difficult but necessary decision as we position Cone Denim for long-term competitiveness in a changing global market. While this marks a significant change in our manufacturing network, our commitment to serving customers remains unchanged, and we are committed to supporting our customers, employees, suppliers, and local stakeholders through this transition with transparency, care, and disciplined execution."
#global #changes
Cone Denim says the withdrawal follows a "comprehensive review" of its manufacturing footprint, the global denim market and changes in customer sourcing needs.
Recent changes in global trade, evolving customer strategies, cost pressures, supply chain considerations and broader geopolitical circumstances all contributed to the determination to curtail denim production in China.
Cone Denim president Steve Maggard explained: "We are positioning Cone Denim for its next chapter of success, with a clear priority to continue delivering for our customers with the quality, innovation, reliability, and service that have defined Cone Denim for generations.
"Closing the China facility was a difficult but necessary decision as we position Cone Denim for long-term competitiveness in a changing global market. While this marks a significant change in our manufacturing network, our commitment to serving customers remains unchanged, and we are committed to supporting our customers, employees, suppliers, and local stakeholders through this transition with transparency, care, and disciplined execution."
#global #changes
