Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
How to Minimize the Damage From the Current Sell-Off
By Mike PattonIf you're like me, you've gotten several calls from clients about the market's poor performance. How to protect their portfolios? Start with rebalancing.
August 13, 2015
Morningstar: Hennessy Funds' Brian Peery on Mid CapsThe manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
August 04, 2015
3 Ways to Tell if a Stock Has Hit BottomAs Ben Graham said, it's better to buy after a decline, but how do you tell if a stock has finished declining?
August 03, 2015
Consistent Growth From Committed CompaniesSeveral factors support the case for investing in dividend-paying stocks, experts say.
July 31, 2015
Are Small Companies the Market’s Achilles Heel?The demand for safer stocks may be yet another warning sign of turbulence ahead, Ron DeLegge writes.
July 30, 2015
Are you overexposed to stocks in your retirement plan?A six-year bull market has boosted retirement accounts--and that's what worries one of the nation's largest providers of 401(k) plans.
July 20, 2015
Wait for a Dip Before Investing in StocksWarren Buffetts favorite market valuation tool indicates that stocks remain overvalued. So where are the investing opportunities now?
July 13, 2015
In Search of Return: 3 Biggest Market Risks and How to Play ThemLast week we began a discussion on finding returns in this challenging market. This week well look at three major risks facing us today.
