Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Why Ark's Cathie Wood Harvests Tax Losses Year Round, and You Should, Too
By Ginger SzalaA savvy advisor understands how to keep an eye on lowering a client's tax bill, Vestmark's Rob Klapprodt tells ThinkAdvisor.
March 22, 2021
Ark's Cathie Wood: Disruptor Meets DisruptionHere is how Wood leads a $50 billion ETF shop even when facing market headwinds.
March 19, 2021
14 Undervalued Small-Cap Stock Picks for 2021: MorningstarSmall-caps have outperformed as investors look to an economic reopening; the top stock on this list has risen almost 40% year to date.
March 11, 2021
Financial Planning Helps Employees Reap Benefits of Company Stock: FidelityIncluding stock awards in their financial plans helps employees make better decisions and get more value, the study found.
March 04, 2021
Cathie Wood's Ark Innovation ETF Erases 2021 GainsThe drop reflects a selloff in the tech sector as bond yields rise and inflation worries grow.
March 02, 2021
How to Prep Portfolios for Recovery as Stimulus Takes HoldWhere should you invest now? Here's what Hightower's chief investment strategist, Stephanie Link, recommends.
February 26, 2021
SEC Halts Trading in 15 Companies Due to Social Media ActivityThe regulator is responding to "potential attempts to exploit investors during the recent market volatility," it says.
February 25, 2021
Black Investors Continue to Trail Whites in Building Wealth: SurveyBut Black Americans under 40 are as likely as their white counterparts to invest in stocks, the survey found.