Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
12 Client Talking Points for Falling Stock Markets
By Bryce SandersYou need to call your clients when markets get rough. But what do you talk about?
September 05, 2024
10 Reasons Stocks Don't Go Up ForeverClients who are newer to investing might be blinded by recent history. Here's what to tell them.
September 03, 2024
S&P 500 Sees Biggest Slide Since August MeltdownThe S&P 500 dropped 1.6%, with the gauge drifting down toward 5,550. The Nasdaq 100 slid 2.5%.
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
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.