Equities

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Institutional memory gives experienced advisors an edge in volatile markets. This is what gets lost without it
EQUITIES JUN 24, 2026
Institutional memory gives experienced advisors an edge in volatile markets. This is what gets lost without it

Veteran financial advisors who have lived through multiple downturns say pattern recognition — not market prediction — is what protects client portfolios when volatility strikes.

By Gregg Greenberg
SpaceX–Tesla merger talk puts advisors on alert for dilution risk
EQUITIES JUN 23, 2026
SpaceX–Tesla merger talk puts advisors on alert for dilution risk

SpaceX COO Gwynne Shotwell didn't dismiss the possibility of a Tesla-SpaceX merger, and Morningstar says a deal could come within a year

By Andrew Cohen
SpaceX IPO rocket plunges $400B wiping $300B off Musk’s fortune (he’s still a trillionaire!)
EQUITIES JUN 23, 2026
SpaceX IPO rocket plunges $400B wiping $300B off Musk’s fortune (he’s still a trillionaire!)

Firm to launch bond sale as post-IPO collapse extends into a third day as rising rate expectations and an ESG downgrade pile pressure on Musk's $2T company.

By Steve Randall
Alan Greenspan, former Fed chairman who helped shape modern US economy, dies at 100
EQUITIES JUN 22, 2026
Alan Greenspan, former Fed chairman who helped shape modern US economy, dies at 100

The economist who guided the Federal Reserve through two decades of boom and crisis leaves a complex, still-debated legacy.

By Leo Almazora
Where have all the bears gone? Advisors weigh in on market optimism
EQUITIES JUN 22, 2026
Where have all the bears gone? Advisors weigh in on market optimism

Wealth concentration, AI euphoria, and the structural risks of a market with almost no skeptics.

By Gregg Greenberg
Federal Reserve keeps interest rates steady at Kevin Warsh’s first meeting as chair
EQUITIES JUN 17, 2026
Federal Reserve keeps interest rates steady at Kevin Warsh’s first meeting as chair

Advisors have been closely watching the Fed’s stance amid pressure from President Donald Trump to lower rates.

By James Rogers
AI hype outpaces reality as adoption, trust and bias gaps persist
EQUITIES JUN 17, 2026
AI hype outpaces reality as adoption, trust and bias gaps persist

New research shows business uptake, public trust and fairness all lagging behind the narrative.

By Steve Randall
AI rally papers over a fragile market as old hedges stop working
EQUITIES JUN 17, 2026
AI rally papers over a fragile market as old hedges stop working

Few stocks drive the record highs while rising bond correlations erode portfolio protection.

By Steve Randall
Kevin Warsh makes Fed meeting debut as chair. This is what advisors should expect from him
EQUITIES JUN 16, 2026
Kevin Warsh makes Fed meeting debut as chair. This is what advisors should expect from him

New Fed Chair Kevin Warsh has stepped into the central bank’s hotseat at a tricky time.

By James Rogers
SpaceX IPO leaves many retail investors wanting more, but which mega-rich investor has a $1B stake?
EQUITIES JUN 16, 2026
SpaceX IPO leaves many retail investors wanting more, but which mega-rich investor has a $1B stake?

Share price may overtake Amazon but oversubscribed share issue means many smaller investors got a far lower piece of Musk’s company than they had hoped.

By Steve Randall
After SpaceX, more mega-IPOs are on deck. This is what advisors should know
EQUITIES JUN 15, 2026
After SpaceX, more mega-IPOs are on deck. This is what advisors should know

The emergence of mega-IPOs is very much “uncharted territory” for markets, says Michael Landsberg of Landsberg Bennett Private Wealth Management.

By James Rogers
US and Iran reach peace deal, Trump orders end to blockade of Strait of Hormuz
EQUITIES JUN 14, 2026
US and Iran reach peace deal, Trump orders end to blockade of Strait of Hormuz

Markets set for relief as four-month conflict ends, but nuclear talks and sanctions still unresolved.

By Steve Randall
SpaceX blasts off with record $75B IPO. This is what advisors need to know
EQUITIES JUN 12, 2026
SpaceX blasts off with record $75B IPO. This is what advisors need to know

“SpaceX is the ultimate growth stock,” said John Belton, portfolio manager at Gabelli Funds.

By James Rogers
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street
EQUITIES JUN 12, 2026
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street

“We're definitely continuing to see interest in using sector products, sector ETFs,” said Matthew Bartolini, global head of research strategists at State Street Investment Management.

By James Rogers
Advisors offer their outlooks for gold as inflation rises and central banks buy
EQUITIES JUN 12, 2026
Advisors offer their outlooks for gold as inflation rises and central banks buy

Gold has not glittered this year despite higher inflation. Wealth managers weigh in on whether now is the right time to stock up on the yellow metal.

By Gregg Greenberg
Strait of Hormuz could be open within 30 days. But is a deal really imminent?
EQUITIES JUN 12, 2026
Strait of Hormuz could be open within 30 days. But is a deal really imminent?

US and Iran both suggest progress has been made, but that doesn’t mean agreement will be reached.

By Steve Randall
The World Cup is kicking off. Advisors should keep an eye on these stocks
EQUITIES JUN 11, 2026
The World Cup is kicking off. Advisors should keep an eye on these stocks

The 2026 World Cup features plenty of milestones and could boost gambling-related equities.

By James Rogers
Trump says Canada has nothing US needs as USMCA deadline edges closer
EQUITIES JUN 11, 2026
Trump says Canada has nothing US needs as USMCA deadline edges closer

Structural forces make US dependency almost impossible to escape, whatever governments decide.

By Steve Randall
May CPI data shows inflation hit highest level since 2023. This is what it means for advisors
EQUITIES JUN 10, 2026
May CPI data shows inflation hit highest level since 2023. This is what it means for advisors

The Fed’s next move may need to be an increase, and not a cut, according to Chris Zaccarelli, Chief Investment Officer for Northlight Asset Management.

By James Rogers
Why one ETF manager is shunning $400M in 'hot money' ahead of the SpaceX IPO
EQUITIES JUN 10, 2026
Why one ETF manager is shunning $400M in 'hot money' ahead of the SpaceX IPO

One fund is doing exactly the opposite of what most ETF issuers would do as the historic listing for Elon Musk's rocket company nears.

By Leo Almazora