Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Clients Don't Need Big Magificent 7 Holdings: Schwab's Sonders
By Dinah Wisenberg BrinThere are many opportunities outside the mega-cap tech stocks, according to the investment strategist.
September 03, 2024
New Ways to Help Clients Move Beyond the 60/40 PortfolioOptions-based, structured outcome strategies that precisely manage risk are stirring advisors' attention.
August 28, 2024
Buffett's Berkshire Hathaway Tops $1 Trillion in Market ValueThe company's stock has gained 30% in 2024, not far behind the so-called Magnificent Seven.
August 26, 2024
Goldman's Rubner Sees New S&P High This Week"There is a very positive three-week equity trading window until Sept. 16," the managing director says.
August 26, 2024
Jeremy Siegel: Stock Market Shifting in New DirectionInvestors' recent move out of tech could "define the next phase of market behavior," the economist says.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
August 21, 2024
Why It's Time to Rethink the 60/40 PortfolioFactors like AI, renewable energy and shifts in longevity make a review of diversification valuable for clients, says Morgan Stanley.
August 19, 2024
Wall Street Builds on $3T Stock RallyA bumpy stretch across the markets in the dog days of July and August hasn't tempered investors' zest for stocks.