Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
September 16, 2024
'Boring Is Good': BofA Strategist Favors Dividend StocksSavita Subramanian wants investors to avoid risks as markets remain on edge.
September 13, 2024
86-Year-Old Investor Warns Peers on Value-Stock BetrayalMany value fund managers are grabbing expensive stocks as mega-caps rally. Jim Cullen advises against it.
September 12, 2024
How to Talk to Clients Who Fear the End of the Bull MarketVolatility is back, but that doesn't mean a bear market is around the corner.
September 09, 2024
Bob Doll: Recession May Be Inevitable, Despite Rate CutsImpending rate cuts may not be as bullish for stocks as investors expect, the market prognosticator maintains.
September 09, 2024
12 Client Talking Points for Falling Stock MarketsYou need to call your clients when markets get rough. But what do you talk about?
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 06, 2024
Clients Don't Need Big Magificent 7 Holdings: Schwab's SondersThere are many opportunities outside the mega-cap tech stocks, according to the investment strategist.
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.