Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
How 15 Investing Themes Performed Over 5 Years: Morningstar
By Michael S. FischerThematic investors are betting on a lot of things going right. Here's where those bets paid off (or didn't).
September 22, 2025
Bob Doll: We're in a 'High-Risk Bull Market'Equities represent more than 30% of households' financial assets, a record high, the Crossmark CEO writes.
September 19, 2025
6 ETFs for Falling Interest RatesClients might consider shifting funds to small-cap stock or bond ETFs as interest rates decline.
September 15, 2025
Trump Wants to Get Rid of Quarterly Earnings ReportsA six-month schedule would save businesses time and money, he suggested.
September 10, 2025
12 Biggest U.S. ETFs by AssetsThree companies turn up repeatedly in these funds' biggest holdings.
September 09, 2025
How Women Moved Up on Wall Street Despite Pranks, Sexism and WorseAt first, they laughed off the condoms left on their desks, author Paulina Bren details. Later generations lawyered up.
September 03, 2025
Vanguard's President Calls for 60% Bond Portfolios. Advisors Are Skeptical.Heeding this advice could lead to "tremendous wealth erosion," Creative Planning CEO Peter Mallouk says.
August 28, 2025
Ryan Detrick: Powell Rally Could Signal Strong Stock PerformanceThe surge was a rare event in which 90% of NYSE stocks and volume moved higher, the strategist notes.