Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Total Return Leaders: Sustaining Total Returns
By Ed McCarthy, CFP, RICPAnalysts have had a variety of expectations for dividend stocks in 2014. When equity markets were most volatile, some investors viewed these stocks as…
December 16, 2014
Investment Myth-Buster: Small-Cap Stocks Don't Bring Bigger ReturnsResearch Affiliates painstakingly debunks the cherished notion of a small-cap premium.
November 26, 2014
China ETF Demand Overwhelms Quota as Premium SurgesThe largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium as unprecedented demand forces fund manager Deutsche Bank to all but stop taking in new money.
November 24, 2014
Research Looks at Unpopular Stocks, Higher Returns and Lower VolatilityIt may seem counterintuitive, but over time, stocks that are less popular seem to outperform their more popular counterparts—and they do so with…
November 09, 2014
Unpopular Stocks Beat Popular Ones: StudyThe hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.
November 03, 2014
Fear of Stocks, Lack of Money Threaten Retirement Security: BlackRockMany Americans are too cash-heavy and say it's hard to both pay bills and save for retirement, a BlackRock survey found.
October 31, 2014
SEC, FINRA: 5 tips to avoid penny stock scamsPenny stocks aggressively promoted as great investments may be stocks of dormant shell companies, alert warns.
October 28, 2014
Research Affiliates Gives Its Forecasts Away for FreePssst! Want some detailed portfolio ideas from a highly regarded money manager, regularly updated and for free?