New funds target weight loss, Big Tech hype: Roundhill Investments

A major exchange-traded fund provider is going deep on two popular plays: megacap tech and weight loss drug stocks. In health care, Roundhill Investments is getting ready to launch a fund that focuses on the companies behind GLP-1 drugs. Dave Mazza, the firm’s chief strategy officer, expects to have more information on the fund’s debut … Read more

Time running out for rate cuts, Jim Bianco warns before Fed meeting

The window for interest rate cuts may be closing. On the eve of the Federal Reserve’s two-day policy meeting, Wall Street forecaster Jim Bianco believes the central bank will likely stay on hold until next year. “I’m in the camp that the Fed does not change policy in the summer of an election year,” the … Read more

Bitcoin may lose its reputation as a volatile asset. Here’s why

Bitcoin may start to lose its reputation as a volatile asset. According to Bitwise Asset Management’s Matt Hougan, the cryptocurrency’s wild price swings have come down substantially over the past decade. “What’s driving the bitcoin market right now is a simple demand-supply imbalance,” the firm’s chief investment officer told CNBC’s “ETF Edge” on Monday. “We … Read more

Why Social Security cost-of-living adjustment may be smaller in 2025

Peopleimages | Istock | Getty Images Early estimates for the 2025 Social Security COLA New government data points to a 2.4% Social Security cost-of-living adjustment for 2025, The Senior Citizens League estimates, based on new government inflation data released this week. To be sure, that estimate is subject to change. The Social Security Administration typically … Read more

Mega-cap tech stocks dominate many ESG funds. Here’s why

The top holdings of many ESG funds may be surprisingly familiar. While these strategies consider a company’s environmental, social and governance factors, these funds still aim to invest in top performers across industry groups, DWS Group’s Arne Noack explained. “The idea isn’t to be super concentrated and only select a handful of stocks that do … Read more

Here’s how self-made millionaire Vivian Tu created wealth

Vivian Tu. Photo: Heidi Gutman Building wealth and saving for retirement can be more difficult for women facing challenges such as lower wages despite their increasing levels of education. An early-career mentor sparked a mindset shift for Vivian Tu, the founder of Your Rich BFF, who became a self-made millionaire by age 27. “I learned … Read more

How lessons from playing poker can apply to investing

Eric Raptosh Photography | Tetra Images | Getty Images It is often said that without risk, there is no reward. It’s a maxim that poker and chess pro Jennifer Shahade, author of “Play Like a Champion,” knows well. “In poker, risk and calibrating risk is the name of the game,” Shahade said during the CNBC … Read more

Millionaires reach limit for Social Security payroll taxes for 2024

Ezra Bailey | Getty Images Most Americans can expect to pay Social Security payroll taxes throughout 2024. But for top earners with gross annual wage income of $1 million, March 2 marks the date at which they will stop paying into the program, according to the Center for Economic and Policy Research. The reason why … Read more

TMX CEO jumps deeper into ETFs

The Toronto Stock Exchange’s parent company has already completed a major deal this year: its acquisition of ETF education company VettaFi. According to TMX Group CEO John McKenzie, the deal helps expand its exchange-traded fund business globally. “The exchange-traded fund is essentially one of the most important innovations in investing in the marketplace history — … Read more

Treasury market shift may set investors up for solid gains

Investor sentiment toward intermediate-term Treasury bonds may be changing. Schwab Asset Management’s David Botset is seeing more flows into bonds with maturity rates typically between three and five years — and sometimes out to 10 years. “People are starting to realize that we’re kind of at the peak of interest rate increases,” the firm’s head … Read more