June 16, 2022
Specialty Manager of 2022: LazardThree key areas of portfolio's success in 2021 included investments in the railway sector, toll roads and utilities based in the United Kingdom.
June 16, 2022
Liquid Alternatives Manager of 2022: Capital Wealth PlanningTypically, covered calls are written on 30% to 60% of stocks in the portfolio, says manager Kevin Simpson.
June 16, 2022
Multi-Asset Strategist Manager of 2022: SSI Investment ManagementThe boutique firm says its 12-member portfolio team relies on fundamental analysis and quantitative research to generate consistent performance.
June 09, 2022
Schwab's Kleintop: Time to Add Global StocksA retreat by investors "back to what's been working" is "the wrong thinking this time," Kleintop tells ThinkAdvisor.
June 08, 2022
SEC Chief Takes Aim at Payment for Order Flow in Sweeping Plans for Stock MarketsThe plan would be the agency's most direct response to 2021's trading in GameStop and other meme stocks.
June 08, 2022
SEC Weighs Sending Retail Stock Orders to Auctions for ExecutionThe SEC is attempting to rein in payment for order flow.
May 23, 2022
Wall Street Is as Baffled by Stocks Now as It Has Ever BeenProfessional forecasters are quickly rolling back projections that now look overly rosy.
May 09, 2022
U.S. Stocks Get Pummeled in Broad-Based SelloffThe S&P was down over 2%, and Cathie Wood's flagship ETF sank more than 8% Monday.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
April 25, 2022
Stocks Could Fall Another 10% as Rates Rise: Dennis GartmanIn January, he said stocks could drop as much as 15% in 2022; so far this year, the S&P 500 is down 11%.