Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Schwab's Sonders: Investors Are Complacent on Big Stock Risks
By Dinah Wisenberg BrinThat doesn't necessarily mean a pullback is coming soon, the chief investment strategist tells ThinkAdvisor.
May 19, 2026
Ed Yardeni: 5 Reasons This Bull Market Isn't Like the Dot-Com BubbleMost segments have delivered double-digit gains since 2022, the economist notes, so tech spikes are less frothy.
May 18, 2026
'Force Yourself to Take Some Profits,' Schwab's Sonders SuggestsThe strategist noted "a lot of really rapid-fire rotations and churn under the surface" of the stock market.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 12, 2026
Jamie Dimon: 'A Little Too Much Exuberance' Among InvestorsThe JPMorgan CEO also called for fixing "stupid" trade issues between the U.S. and Europe.
May 05, 2026
Ed Yardeni: Market Will Keep Rallying Into Next YearThe economist cited "phenomenal" earnings and a "roaring 2020s" productivity boom.
May 05, 2026
Client Demand for Tax Planning From Advisors Keeps GrowingJeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.
May 04, 2026
Bob Doll 'Cautiously Optimistic' on Stock MarketThe Crossmark Global Investments leader favors stocks over bonds and expects modest results in coming months.