'Force Yourself to Take Some Profits,' Schwab's Sonders Suggests
By Dinah Wisenberg BrinThe strategist noted "a lot of really rapid-fire rotations and churn under the surface" of the stock market.
May 18, 2026
Dimon, Solomon to Meet With Mamdani as Mayor Pushes Higher TaxesThe meetings come as Mamdani backs a flurry of proposals that push for higher taxes on the wealthy.
May 18, 2026
Nitrogen Rolls Out Legacy CenterThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 18, 2026
Fidelity's $2.5M Data Breach Settlement: What Clients Should KnowPayments to eligible investors are expected to be $100; those who can prove monetary losses can collect more.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 18, 2026
Broker Accused of Trading in Dead Client's AccountJohn Polemis also took $28,000 in loans from the client and didn't repay him, FINRA alleges.
May 18, 2026
12 Best States for Military Retirees: 2026Considerations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 18, 2026
Morgan Stanley's Wilson Warns Stock Rally at Risk From Bond RoutThe firm expects a "meaningful" stock correction if bond market volatility inreases and long-term rates keep rising, Wilson writes.