Equities

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Private asset owners enjoy relative calm as stock market swings
EQUITIES APR 11, 2025
Private asset owners enjoy relative calm as stock market swings

Advisors have been adding alternatives to client accounts since 2022. It's been paying off during the past whirlwind of a week in public markets.

By Gregg Greenberg
Wealth managers weigh options after Trump's 90-day tariff pause
EQUITIES APR 10, 2025
Wealth managers weigh options after Trump's 90-day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

By Gregg Greenberg
How young advisors are navigating today's market turbulence
EQUITIES APR 10, 2025
How young advisors are navigating today's market turbulence

From conservative investing to tax-savvy client strategies, advisors under 40 take lessons from the 2008 crisis while navigating today's volatility.

By Andrew Cohen
After 'liberation day' blockbuster, Trump's sequel is a box office hit
EQUITIES APR 10, 2025
After 'liberation day' blockbuster, Trump's sequel is a box office hit

Investors give it five stars, but Chinese audiences are not impressed

By Steve Randall
5-year record surge for US stocks as Trump presses pause on some tariffs
EQUITIES APR 09, 2025
5-year record surge for US stocks as Trump presses pause on some tariffs

Long-awaited "Trump put" offers markets relief as S&P 500, Nasdaq, and Dow Jones indexes soar.

By Bloomberg
Sucking in the 70s again? Advisors weigh the threat of stagflation
EQUITIES APR 09, 2025
Sucking in the 70s again? Advisors weigh the threat of stagflation

Wealth managers debate whether the scourge of stagflation, last seriously felt in the 1970s, will soon hit the American economy.

By Gregg Greenberg
Recession 'likely outcome' of tariff turbulence, Dimon says
EQUITIES APR 09, 2025
Recession 'likely outcome' of tariff turbulence, Dimon says

The crisis-hardened CEO of JPMorgan is urging the administration to mollify markets by showing progress on trade deals.

By Bloomberg
Markets whiplash after fake tariff post goes viral, exposing cracks in modern finance
EQUITIES APR 08, 2025
Markets whiplash after fake tariff post goes viral, exposing cracks in modern finance

In today's world, every headline is false until proven true, says CEO of XML Financial Group.

By Chris Davis
Stocks slide anew as US-China tariff standoff dashes traders' hopes
EQUITIES APR 08, 2025
Stocks slide anew as US-China tariff standoff dashes traders' hopes

The S&P 500 was left on the brink of a 20 percent drop, with Wall Street strategists continuing to issue bearish outlooks.

By Bloomberg
Wall Street braces for more tariff chaos — but one CIO says 'don't panic'
EQUITIES APR 08, 2025
Wall Street braces for more tariff chaos — but one CIO says 'don't panic'

'This too will pass': Politically driven volatility nothing new, he says.

By Chris Davis
US stock futures up around 1% as China vows to fight extra 50% tariff threat
EQUITIES APR 08, 2025
US stock futures up around 1% as China vows to fight extra 50% tariff threat

But rumors of a tariff pause are dismissed as ‘fake news’ by Trump team

By Steve Randall
Big banks' earnings in focus as recession fears swirl
EQUITIES APR 07, 2025
Big banks' earnings in focus as recession fears swirl

A slate of forthcoming reports from JPMorgan, Wells Fargo, and Morgan Stanley are expected to provide valuable clues on how lenders view tariffs' impact.

By Leo Almazora
Financial advisors soothing frayed client nerves as fear index rises
EQUITIES APR 07, 2025
Financial advisors soothing frayed client nerves as fear index rises

Wealth managers are fielding a surging number of calls, texts and emails from anxious clients. Here's how they are responding.

By Gregg Greenberg
S&P 500 swings wildly amid swirl of headlines
EQUITIES APR 07, 2025
S&P 500 swings wildly amid swirl of headlines

Index spirals 20 percent below its record high before rebounding as uncertainty grips investors.

By Bloomberg
Banks, wealth firms get walloped as tariff fear grips markets
EQUITIES APR 04, 2025
Banks, wealth firms get walloped as tariff fear grips markets

They may not be direct players in global trade, but financial firms still face secondary risks from broader economic tremors.

By Leo Almazora
Apple freefalls as Trump tariffs tear up supply lines
EQUITIES APR 03, 2025
Apple freefalls as Trump tariffs tear up supply lines

The iPhone maker suffered its worst single-day decline since 2020 as major suppliers in China, Vietnam, and India get caught in the economic crossfire.

By Leo Almazora
Retail traders rush to snap up tariff-shocked tech stocks
EQUITIES APR 03, 2025
Retail traders rush to snap up tariff-shocked tech stocks

Dip-buying frenzy comes even as broader pessimistic sentiment persists among individual investors.

By Bloomberg
Advisors grapple with fallout from Trump's 'Liberation Day'
EQUITIES APR 03, 2025
Advisors grapple with fallout from Trump's 'Liberation Day'

A buying opportunity? A time to take profits? Wealth managers offer their reactions as markets tumble.

By Gregg Greenberg
US stocks plummet as tariffs wreak havoc
EQUITIES APR 03, 2025
US stocks plummet as tariffs wreak havoc

Major indices hit by selloff in morning trading.

By Chris Davis
Barry Ritholtz highlights 'How Not To Invest' in new book
EQUITIES APR 02, 2025
Barry Ritholtz highlights 'How Not To Invest' in new book

Wealth manager and author Barry Ritholtz goes inside the ideas, numbers and behaviors that destroy wealth.

By Gregg Greenberg