We unpack the beenfits of the shift to a shorter T+1 settlement cycle for U.S. securities.

Going Back to T+1

Key Takeaways The move to T+1 settlement for U.S. securities represents a significant development expected to reduce counterparty risk for investors. The shift is a continuation of a longer-term trend toward shorter settlement cycles driven by technological advancements. Other non-U.S. markets have already enacted T+1, with more markets expected to follow suit. Every trading day, […]

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Unlocking Life Well-Being: Insights from the Third Generation of Behavioral Finance

Unlocking Life Well-Being: Insights from the Third Generation of Behavioral Finance

Many years ago, a financial adviser told me about a couple, prospective clients, who said, “Before you start planning for us, you should know that we have a disabled son. We need to plan for him first so he is supported even when we’re gone.” I often note that the biggest risks in life are

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QMR Q1 Arcadia

First Quarter 2024 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: The Next BlackBerry? CONTINUE READING

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The Magnificent Seven, Diversification and Long-Term Success

Diversification vs. Concentration in the Era of the ‘Magnificent Seven’

At the end of 2022, “The Magnificent Seven” was no more than the title of a 1960 American Western starring Yul Brynner and Steve McQueen. By the end of 2023, however, the “Magnificent Seven” turned into the name of a group of seven stocks that contributed more than two-thirds of the S&P 500® Index’s return

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