Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
High-Net-Worth Investor Study
By Staff WriterMost millionaires use a financial advisor, according to the High Net Worth Investor Study released March 19 by Boston-based Fidelity Registered Investment Advisor Group (FRIAG). The study profiled how millionaires use financial advisors, and assessed their confidence in the current economy and the economy a year from now.
March 01, 2007
Three Lessons from the Market MeltdownFrom its beginning in the overheated Asian markets to the dramatic drop in the Dow, Tuesday's plunge in stock prices came as a surprise to many traders. Although unusual -- there have been only 29 trading days since 1950 that have resulted in such large percentage losses for the S&P...
March 01, 2007
Positive OutlookCompanies in a variety of biotech and health-care sectors should see sales and development progress in 2007, analysts say. Edward A. Tenthoff Piper Jaffray & Co. 212-284-9403 [email protected] Area of...
February 01, 2007
Don't Count Out Bonds (Yet)Although the Treasury market followed energy prices lower throughout January, that correlation isn't likely to continue indefinitely. A combination of stifled inflation anxiety and solid economic growth is as good as it gets for investors. However, it should be noted that any deviation from the good news that market participants...
February 01, 2007
Defining StyleAn investment style is the way a manager goes about analyzing, buying, and selling stocks. Elements are the specific aspects of the stock and/or company...
February 01, 2007
Small Caps On Top AgainThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh...
February 01, 2007
Taking Clients Beyond Stocks and BondsPressure on the U.S. dollar has been considerable. Late last year, the greenback touched 14-year lows versus the British pound, sparking worries that the worst...
January 24, 2007
The Ins and Outs of HOLDRsMerrill Lynch's HOLDRs are grantor trusts that resemble ETFs, but aren't registered or managed the same. Instead of charging an annual expense ratio, HOLDRs charge a small custody fee that varies depe