Financial Poise

Latest News & Analysis

Stay informed on the business and financial stories that matter.

Our Data, Analysis & Commentary covers developments in markets, investing, business, and the economy. We highlight the key takeaways and explain what they mean for investors, business owners, and professionals.

It’s everything you need to make sense of the forces shaping business and finance today.

The Definition of “Small Business” May Be About to Get a Lot Bigger

The Small Business Administration is proposing a major expansion of what counts as a “small business,” potentially allowing companies with $1 billion in revenue to qualify.

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The Treasury is Trying to Calm the Bond Market. Is It Working?

Treasury is trying to win back investors. Bessent has pledged to increase purchases of long-term Treasuries. But investors aren’t sold.

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Are US Treasuries Losing Their Safe-Haven Status?

US federal debt hit $40 trillion last week. As that debt continues to grow, investors no longer see US Treasuries as quite the safe haven they once were.

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The Stock Market Looks Calm. Investors Are Anything But.

Stocks look calm as earnings season winds down, but options trading shows investors swinging between fear of a selloff and fear of missing out.

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Investors Are Sitting on Cash. Wealth Managers Want it Moving.

Individual investors are sitting on more than $3 trillion in retail money-market funds– nearly a record high, according to the Investment Company Institute.

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Are Target-Date Funds Playing It Too Safe?

Target-date funds are a cornerstone of American retirement investing. But as Americans live longer, some experts are questioning whether these funds become too conservative too soon.

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Tax Strategies for the Rich Are Going Mainstream. But Do They Work for Everyone?

Stock trading and alternative assets have gone mainstream. Now, so too have the tax strategies once reserved for hedge funds and ultrawealthy families.

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Having an AI Story Is No Longer Enough to Impress Investors

Investors are increasingly rewarding companies that can show tangible results from their AI investments, and punishing those that can’t.

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Can You Actually Get AI Out of Your Portfolio?

Want less AI in your portfolio? It may be harder than you think.

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