Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio Risk
By Ginger SzalaMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 19, 2021
How Interest Rates Affect Growth vs. Value StocksRates have risen on increased inflation expectations amid a reopening economy and crazy amounts of stimulus.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.
April 08, 2021
15% of U.S. Stock Investors Started in 2020: Schwab SurveyThese investors say they learned lessons in 2020 about investing for the long term, and 72% plan to buy and hold this year.
April 07, 2021
As the Economy Starts to Normalize, the Market Looks to CyclicalsThe consumer savings rate is nearly 20%. That's a lot of pent-up demand.
April 01, 2021
Schwab's Sonders: Where to Invest as S&P Tops 4,000Sonders and other strategists weigh in on whether the stock rally will last and where to find value in the market.
March 30, 2021
Optimism Surges Among Black Investors: Wells FargoThe bank attributed the sunny outlook to the change in political leadership and COVID-19 vaccine distribution.
March 30, 2021
Banks, Wealth Managers and Fintech Disruptors Vie to Create 'Goldilocks' Retail ProductGoldman Sachs' Marcus introduced a product that is melding three customer-friendly aspects. But it's not alone.