Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns
By Vildana Hajric and Katie Greifeld"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.
March 24, 2022
Size Does Matter: Why Morningstar Downgraded Fidelity ContrafundThe fund may have gotten too many assets and too focused on mega-stocks, which has affected performance.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 23, 2022
Jeremy Grantham: War in Ukraine Means 'Risk Profile for Everybody Has Gone Up'"We have to be prepared for anything. The war bodes very badly for global growth and global trade, and for price increases," he says.
March 21, 2022
Schwab Launches Thematic Stock ListsThis new resource provides retail clients with access to dozens of investing themes, it says.
March 21, 2022
15 Most Overpaid CEOs of Public Companies: 2022Shareholder advocates look at what CEO pay would be if it were tied to cumulative total shareholder returns and other factors.
March 21, 2022
One of Wall Street's Most Vocal Bears Says Sell the RallyThe pessimistic outlook of Morgan Stanley's chief U.S. equity strategist follows a 6.2% rebound in the S&P 500.