Equities

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Weak jobs report likely keeps the Fed on hold — but next week's CPI could change that
EQUITIES AUG 07, 2026
Weak jobs report likely keeps the Fed on hold — but next week's CPI could change that

“The July payroll release disappointed across the board reversing the trend of this year’s positive labor market momentum,” said Jeff Schulze of ClearBridge Investments

By James Rogers
24-hour trading is coming – is your advisory practice ready?
EQUITIES AUG 07, 2026
24-hour trading is coming – is your advisory practice ready?

ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind.

By Steve Randall
SpaceX stock tumbles as earnings reveal 'enormous price of growth': This is what advisors need to know
EQUITIES AUG 05, 2026
SpaceX stock tumbles as earnings reveal 'enormous price of growth': This is what advisors need to know

SpaceX shares ended Wednesday's session down more than 13%.

By James Rogers
Schwab clients turn bullish on US stocks as confidence surges in Q3
EQUITIES AUG 05, 2026
Schwab clients turn bullish on US stocks as confidence surges in Q3

Sentiment survey shows investor bullishness nearly doubled from Q2, as traders grew more optimistic despite overvaluation concerns.

By Steve Randall
Trump rebukes Exxon, Chevron and suggests firms must ‘give back’ some of surging oil profits
EQUITIES AUG 04, 2026
Trump rebukes Exxon, Chevron and suggests firms must ‘give back’ some of surging oil profits

President calls out America's biggest oil companies for record earnings as war-driven crude prices push pump costs up 40%

By Steve Randall
Earnings, then a lockup expiration: Two SpaceX catalysts advisors can't ignore
EQUITIES AUG 03, 2026
Earnings, then a lockup expiration: Two SpaceX catalysts advisors can't ignore

Analysts expect $6.9 billion in SpaceX first-quarter revenue — but there's another big catalyst looming later this week.

By James Rogers
Companies like SpaceX don’t need IPOs to fund growth, says fund manager Kevin Moss
EQUITIES AUG 03, 2026
Companies like SpaceX don’t need IPOs to fund growth, says fund manager Kevin Moss

SpaceX's $60 billion Cursor deal shows how much value is captured before public investors ever get a chance.

By Steve Randall
Custodians curb long-short SMA strategies
EQUITIES JUL 30, 2026
Custodians curb long-short SMA strategies

Custodian restrictions from Schwab and Fidelity are forcing advisors and asset managers to rethink fast-growing long-short SMA tax strategies.

By Andrew Cohen
Advisors take note: PCE cools in June, but don't expect the Fed to turn dovish yet
EQUITIES JUL 30, 2026
Advisors take note: PCE cools in June, but don't expect the Fed to turn dovish yet

The latest PCE data may show declining inflation, but “won’t be enough to sway the Fed,” said Nic Puckrin of Coin Bureau.

By James Rogers
When to take profits: The signals advisors use to reduce client exposure
EQUITIES JUL 30, 2026
When to take profits: The signals advisors use to reduce client exposure

Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason.

By Gregg Greenberg
Surging equities help institutional investors boost retirement funds in Q2
EQUITIES JUL 30, 2026
Surging equities help institutional investors boost retirement funds in Q2

Northern Trust data shows US pension and endowment plans surged on broad equity rallies, with foundations leading all plan types.

By Steve Randall
AI costs are rising and public trust is falling, the debate is just getting started
EQUITIES JUL 30, 2026
AI costs are rising and public trust is falling, the debate is just getting started

From IBM's cybercrime data to Gallup's trust survey and insider selling at Nvidia and CoreWeave, the warning signs are real — even if one firm thinks the market is misreading the numbers.

By Steve Randall
Dogs of the Dow are beating the market in 2026 — so why don't more advisors use it?
EQUITIES JUL 29, 2026
Dogs of the Dow are beating the market in 2026 — so why don't more advisors use it?

The high-yield Dow strategy is outpacing the index year-to-date, but most advisors prefer more flexible dividend approaches over a rigid mechanical formula

By Gregg Greenberg
Fed keeps interest rates steady despite dissenting FOMC voices
EQUITIES JUL 29, 2026
Fed keeps interest rates steady despite dissenting FOMC voices

The Federal Reserve is keeping interest rates unchanged, although there is dissent among the FOMC’s ranks.

By James Rogers
Investors embrace market volatility as a buying opportunity
EQUITIES JUL 29, 2026
Investors embrace market volatility as a buying opportunity

New Nationwide data shows recession fears aren't stopping Americans from ramping up portfolio activity.

By Steve Randall
Peter Mallouk leads bets with Mark Cuban as S&P 500 doubles stock picks
EQUITIES JUL 28, 2026
Peter Mallouk leads bets with Mark Cuban as S&P 500 doubles stock picks

Creative Planning's CEO holds a wide lead at the halfway mark of two $1 million charity wagers from five years ago.

By Andrew Cohen
Fed decision on deck: Get set for a ‘hawkish’ hold, says Macquarie
EQUITIES JUL 28, 2026
Fed decision on deck: Get set for a ‘hawkish’ hold, says Macquarie

“The FOMC is likely to once again leave the federal funds rate unchanged this week,” said David Doyle, head of economics at Macquarie Group.

By James Rogers
Global ETF diversification is now a risk management imperative, says Dina Ting
EQUITIES JUL 28, 2026
Global ETF diversification is now a risk management imperative, says Dina Ting

Franklin Templeton's head of global index portfolio management argues that international equity exposure has shifted from a performance trade-off to a portfolio protection strategy.

By Steve Randall
Apple closes in on $5T to reclaim most valuable company title, SpaceX correction continues
EQUITIES JUL 28, 2026
Apple closes in on $5T to reclaim most valuable company title, SpaceX correction continues

Mixed fortunes for tech stocks sees Nvidia dethroned, Musk’s personal wealth slips below $700B.

By Steve Randall
Kevin Warsh's second Fed meeting: Hold steady or hike? Strategists split
EQUITIES JUL 27, 2026
Kevin Warsh's second Fed meeting: Hold steady or hike? Strategists split

Markets are pricing in a one-in-three chance of a rate hike this week — a sharp jump from just weeks ago. Here's what advisors need to know before Wednesday's decision, and how to talk to clients about it.

By James Rogers