Equities

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Stocks continue historic winning streak as trade hopes, jobs data drive rebound
INVESTING EQUITIES MAY 02, 2025
Stocks continue historic winning streak as trade hopes, jobs data drive rebound

The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.

By Bloomberg
Berkshire Hathaway a 'safe haven' in a messy market, advisors say
INVESTING EQUITIES MAY 01, 2025
Berkshire Hathaway a 'safe haven' in a messy market, advisors say

Warren Buffett's firm is not only beating the market this year, it's providing a refuge for anguished advisors.

By Gregg Greenberg
AI-powered gains for Microsoft, Meta boost futures following late-day rally
INVESTING EQUITIES MAY 01, 2025
AI-powered gains for Microsoft, Meta boost futures following late-day rally

Wall Street ends mostly higher despite slowing economy

By Steve Randall
'Sell in May and go away'? Wealth advisors say, maybe not
INVESTING EQUITIES APR 30, 2025
'Sell in May and go away'? Wealth advisors say, maybe not

The Wall Street maxim has the numbers to back it up. But why don't advisors use the strategy more often?

By Gregg Greenberg
Wealth managers offer lessons from President Trump's first 100 days
INVESTING EQUITIES APR 29, 2025
Wealth managers offer lessons from President Trump's first 100 days

Financial advisors share what they have learned since Trump's inauguration and how they will use that knowledge moving forward.

By Gregg Greenberg
Financial advisors don't see ESG turnaround anytime soon
INVESTING EQUITIES APR 28, 2025
Financial advisors don't see ESG turnaround anytime soon

Wealth managers comment on the latest Morningstar report, which revealed a global retreat from ESG funds, with record outflows of $8.6 billion in the first quarter.

By Gregg Greenberg
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed
INVESTING EQUITIES APR 28, 2025
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed

Alphabet exceeded expectations, but this week will reveal four more

By Steve Randall
Wealth managers ponder: Is the Magnificent 7 return for real?
INVESTING EQUITIES APR 25, 2025
Wealth managers ponder: Is the Magnificent 7 return for real?

The Magnificent 7 stocks outperformed the greater S&P 500 this past week, helped by earnings. Advisors decide if this is only the start.

By Gregg Greenberg
Advisors handicap the brewing battle between Trump and Powell
INVESTING EQUITIES APR 24, 2025
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

By Gregg Greenberg
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead
INVESTING EQUITIES APR 24, 2025
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead

Markets digest latest words on trade war, Fed chair’s position.

By Steve Randall
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
INVESTING EQUITIES APR 23, 2025
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

By Gregg Greenberg
New York Dems push for return of tax on stock sales
INVESTING EQUITIES APR 23, 2025
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

By Bloomberg
Is the 'sell America trade' a real thing? Wealth managers weigh in
INVESTING EQUITIES APR 22, 2025
Is the 'sell America trade' a real thing? Wealth managers weigh in

Whenever stocks, Treasury prices and the dollar go down together, the idea of a 'sell America trade' goes up.

By Gregg Greenberg
Advisors discuss the best ways to grow AUM during an economic downturn
INVESTING EQUITIES APR 21, 2025
Advisors discuss the best ways to grow AUM during an economic downturn

A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.

By Gregg Greenberg
Chase gold or scoop up stocks? Advisors debate their next moves
INVESTING EQUITIES APR 21, 2025
Chase gold or scoop up stocks? Advisors debate their next moves

Wealth managers discuss the sharp move higher in gold and what it says about both the market and the economy.

By Gregg Greenberg
Chipmakers lead tech stock dip on Trump's China curbs
INVESTING EQUITIES APR 16, 2025
Chipmakers lead tech stock dip on Trump's China curbs

Analysts sound the alarm as Nvidia and AMD both take a hit from the administration's new export restrictions.

By Bloomberg
Advisors push back against tariff pessimism as trade war brews
INVESTING EQUITIES APR 15, 2025
Advisors push back against tariff pessimism as trade war brews

Despite recession fears and market swings triggered by President Trump’s aggressive trade policies, some investment advisors are bullish on the potential impact of more favorable global trade terms for the U.S.

By Andrew Cohen
Forget rate cuts, high rates are the new norm, says industry veteran
INVESTING EQUITIES APR 14, 2025
Forget rate cuts, high rates are the new norm, says industry veteran

Increased risk is inevitable, according to CEO of Schwab Asset Management.

By Chris Davis
Steering investors away from high-risk moves
INVESTING EQUITIES APR 14, 2025
Steering investors away from high-risk moves

There's no evidence a smart stock picker can outperform the benchmark consistently over many years, warns advisors.

By Chris Davis
Tariffs put investors on alert for 2025
INVESTING EQUITIES APR 14, 2025
Tariffs put investors on alert for 2025

Advisor voices hopes for negotiations, as opposed to more hardline retaliatory tariffs.

By Chris Davis