分组1: Federal Reserve Interest Rate Cuts - The Federal Reserve cut the target for the Fed funds rate by 0.25% and indicated the possibility of two more cuts this year and another in 2026 [1] - The prime rate, which is typically three percentage points above the Fed funds rate, is expected to react quickly to these cuts, impacting loans and credit [1] - The Fed is balancing the need to support the job market while managing rising inflation [1] 分组2: Real Estate Investment Trusts (REITs) - REITs, celebrating their 65th anniversary, offer investors a way to buy shares in companies that own diversified portfolios of income-producing real estate [2] - The yield on the Vanguard real estate ETF is currently 3.8%, significantly higher than the S&P 500's yield of 1.2% [2] - Historically, equity REITs have returned an average of 11% per year since 1972, comparable to the S&P 500, but they provide diversification benefits due to differing performance patterns [2][3] 分组3: Retirement Calculators - A study in 2018 found that many retirement calculators are inaccurate, which can mislead users about their retirement readiness [9] - A high-quality retirement calculator should allow for year-by-year cash flow visualization and customization of inputs such as account types and life expectancy [12][14] - Tools like CalcXML and ProjectionLab are recommended for their features, including cash flow analysis and Monte Carlo simulations for better accuracy in retirement planning [15][19]

Alex Sherman: Mark, thanks for joining us. Pleasure being here. You have started a sports fund in 2024 let's start here.Why sports. And what are you thinking about investing in now. Well, I guess sports, because I've always loved it.I actually think as an asset class, it's something you want to be invested in. And I think you're literally in the first second inning. I think you can make a fortune of money investing in sports.So that was the reason why I started it. You just don't have that much competition ...

Core Viewpoint - Guardian Capital Group Limited is moving forward with a plan of arrangement under the Business Corporations Act (Ontario), where Desjardins Global Asset Management Inc. will acquire all issued and outstanding Guardian Shares for C$68.00 per share in cash, with significant premiums to recent trading prices [3][7]. Group 1: Transaction Details - The transaction involves the acquisition of Guardian Shares, excluding those held by specified Rollover Shareholders, for C$68.00 per share [3]. - The Rollover Shareholders will sell approximately 17.17% of their shares in exchange for about 10% of DGAM's shares [3]. - The transaction is subject to approval at a special meeting scheduled for October 23, 2025, with a proxy voting deadline of October 21, 2025 [9][10]. Group 2: Recommendations and Support - The Independent Committee and the Board of Directors unanimously recommend that shareholders vote in favor of the transaction, deeming it in the best interests of Guardian [5][6]. - Major shareholders, including Rollover Shareholders, representing 32.06% of Guardian Shares, have entered into support agreements to vote for the transaction [8]. Group 3: Financial Analysis - The cash consideration represents a 66% premium to the last closing price of Class A shares and a 48% premium to Common shares prior to the announcement [7]. - The fair market value of Guardian Shares is estimated between C$63.75 and C$74.00 per share, according to independent financial advisor Scotiabank [7]. Group 4: Legal and Regulatory Aspects - An interim order from the Ontario Superior Court of Justice was granted on September 17, 2025, allowing the meeting and related matters to proceed [11]. - A final court hearing is anticipated on October 28, 2025, with the transaction expected to close in the first half of 2026, pending shareholder and regulatory approvals [12]. Group 5: Company Background - Guardian Capital Group Limited is a global investment management company with C$164.1 billion in total client assets as of June 30, 2025 [15]. - The company has a long-standing reputation for growth and stability, servicing institutional, retail, and private clients through its subsidiaries [15].

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging individuals to stay informed [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) today announced that Craig Arnold has been appointed to the Board of Directors effective September 23, 2025. His appointment will bring the number of independent directors to eleven out of a total of fifteen Board seats. Mr. Arnold is the former Chairman and Chief Executive Officer of Eaton Corporation, a global intelligent power management company. KKR's other Board members are: Henry Kravis (Co-Founder and Co-Executive Chairman of KKR). ...

Core Insights - The sustainable finance landscape is increasingly polarized, with Europe attracting significant inflows into ESG funds while the US experiences a prolonged streak of outflows [3][2] - Regulatory divergence between the US and Europe creates operational friction, but AI is emerging as a critical tool to navigate these challenges [1][4] Regulatory Environment - The divergence in regulatory approaches is expected to persist in the near term, but a realignment between the US and Europe is anticipated in the long run due to the global nature of sustainability risks [2][3] - In Europe, consistent regulation and strong investor demand are driving capital inflows, while in the US, inconsistent disclosure standards are causing asset managers to hesitate in committing to sustainability [2][3] Role of AI - AI is becoming essential for processing large volumes of data, enabling investors to compare regulations across markets and manage operational friction [4][5] - AI tools are being utilized to detect under-reported risks, such as methane leaks and illegal logging, providing investors with stronger evidence to challenge corporate disclosures [5][4] - Generative AI is enhancing regulatory reporting by transforming structured data into narratives that align with evolving regulatory expectations, reducing the manual burden on firms [6] Investment Strategies - Investors are shifting from static ESG scores to dynamic, contextual insights, with AI supporting decision-making at every level of the knowledge pyramid [7] - AI can help investors navigate varying disclosure standards by acting as a translator, providing a more consistent global view of sustainability data [7] Future Outlook - Political divides around sustainability are expected to narrow over time, with AI playing a significant role in accelerating this convergence [8] - AI-driven data may help depoliticize ESG analysis, focusing on evidence rather than ideology, and reframing sustainability as a matter of risk management and opportunity [8] - Asset managers are advised to focus on material sustainability issues and understand client needs, as these factors will grow in importance amid increasing climate and social pressures [8]

Group 1 - The article emphasizes that building a $1 million retirement portfolio is achievable for most Americans, contrary to the belief that it is impossible [1] - Time and investment returns are identified as crucial components in accumulating a seven-figure portfolio, with compound interest playing a significant role [2][3] - The article provides examples illustrating how starting early and achieving decent market returns can drastically reduce the monthly savings required to reach a $1 million goal [4][5] Group 2 - A 20-year-old investor saving $363 per month at a 6% annual return can reach $1 million by age 65, while a 10% return reduces the monthly saving to $96 [4] - For a 30-year-old investor, the monthly savings required would be $702 at a 6% return and $264 at a 10% return, highlighting the impact of compound interest over time [5] - Warren Buffett's advice to improve investment returns includes consistently investing in a low-cost S&P 500 index fund, which is considered practical for average investors [6][7]

Group 1: Company Performance - Strategy Inc (NASDAQ:MSTR) is recognized as one of the best undervalued stocks to invest in, according to Reddit discussions [1] - The company expanded its bitcoin holdings to 628,791 bitcoins and raised over $10 billion through its ATM programs and IPOs [1] - Strategy Inc's Bitcoin per Share (BPS) increased by 25% year-to-date, leading to revised full-year BTC Yield and BTC $ Gain KPI targets of 30% and $20 billion, respectively [2] Group 2: Market Analysis - TD Cowen reduced the price target on Strategy Inc's stock to $620 from $640 while maintaining a "Buy" rating, citing a ~50% premium to bitcoin holdings as undervaluing expected BTC Yield [1] - The company received aggregate net proceeds of approximately $6.8 billion during the three months ended June 30, 2025, and an additional ~$3.7 billion from July 1, 2025, to July 29, 2025 [2] Group 3: Industry Context - There is ongoing debate regarding Bitcoin's potential to become an official currency, with a proposed bill in Congress for the U.S. to establish a "Strategic Bitcoin Reserve" to purchase one million Bitcoins over five years [3] - The proposed bill aims to use public funds to increase Bitcoin prices, which raises concerns about the use of taxpayer money, although it may gain traction due to support from Bitcoin-owning advocates in the new administration [3]

Developments in artificial intelligence mean fund manager Ark Investment Management can get by with fewer human recruits, the disruptive technology investor’s founder Cathie Wood said https://t.co/Uxe34cEwI3 ...

Core Viewpoint - Cohen & Steers Closed-End Funds announced monthly distributions for October, November, and December 2025, detailing specific dividend amounts for each fund [1][2]. Distribution Details - Monthly dividends for the funds are as follows: - Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF): $0.087 - Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP): $0.131 - Cohen & Steers Select Preferred and Income Fund, Inc. (PSF): $0.126 - Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA): $0.134 - Cohen & Steers Total Return Realty Fund, Inc. (RFI): $0.080 - Cohen & Steers Real Estate Opportunities and Income Fund (RLTY): $0.110 - Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP): $0.136 - Cohen & Steers Quality Income Realty Fund, Inc. (RQI): $0.080 [1]. Payment Schedule - The distribution payment schedule is as follows: - October: Ex-Dividend/Record Date on Oct. 14, 2025, Payable Date on Oct. 31, 2025 - November: Ex-Dividend/Record Date on Nov. 12, 2025, Payable Date on Nov. 28, 2025 - December: Ex-Dividend/Record Date on Dec. 9, 2025, Payable Date on Dec. 31, 2025 [1]. Managed Distribution Policy - Certain funds have implemented a managed distribution policy allowing for greater flexibility in realizing long-term capital gains and distributing them regularly to shareholders [2]. - The Board of Directors may amend, terminate, or suspend this policy at any time, which could impact the market price of the funds' shares [2]. Distribution Composition - Distributions may include net investment income, long-term capital gains, short-term capital gains, and/or return of capital, with the latter being distributions exceeding net investment income [3][4].