Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
'Twas the Week Before Christmas
By Bryce SandersA tale of a jolly advisor and an angry client.
October 07, 2019
Gary Shilling: Time to Start Shorting the S&P 500Shilling suggests a small short position in the S&P 500, long positions in U.S. Treasuries and heavy cash holdings.
October 03, 2019
4 Uncertainties Creating a 'Stop-Go' MarketUltimately, bulls and bears may both be disappointed over the next year or so.
September 06, 2019
GMO Asset Class Forecast Reality-Checks ExpectationsStrong asset price appreciation weighs on stocks and bonds.
September 04, 2019
Why Gary Shilling Is Still Bullish on Long-Term Bonds, Wary of StocksShilling says bond yields could fall further as the recession, already underway, is recognized and deflation unfolds.
August 27, 2019
How Retirees Are Coping With Income ChallengesOne third of Boomers actively manage their interest-rate risk, an E-Trade survey shows. Got dividends?
August 27, 2019
How to Handle Risk Tied to Passive Products' GrowthIndexing, especially in large cap equity, has reached a critical mass that could distort markets. Long/short funds might be an advisor's insurance.
August 27, 2019
The Secret to Picking Recession-Resistant StocksJoseph Belmonte uses a stock-picking system that Warren Buffett employs as a filter to determine purchase price — and sticks to it.