Equities

Displaying 3228 results
Shutdown reaction: 'History says shutdowns have little to no effect' on stocks
EQUITIES OCT 01, 2025
Shutdown reaction: 'History says shutdowns have little to no effect' on stocks

Following the US federal government's shutdown last night, Carson Group's Ryan Detrick noted that historically, markets have remained strong.

By Andy Burt
Advisors' equity recommendations often exceed client preferences, study finds
EQUITIES OCT 01, 2025
Advisors' equity recommendations often exceed client preferences, study finds

But clients' actual stock allocations closely matched advisors' recommendations, which generally fall in line with models in target-date funds.

By Leo Almazora
Investors pocket gains from bets on risky corner of stock market
EQUITIES SEP 30, 2025
Investors pocket gains from bets on risky corner of stock market

Small-cap investors appear to be gaining some confidence despite history.

By Bloomberg
Equity compensation emerges as key retirement tool for American workers, Schwab says
EQUITIES SEP 29, 2025
Equity compensation emerges as key retirement tool for American workers, Schwab says

Almost half in a recent survey called stock plans a "must-have," with equity comp being used to help with retirement, education expenses, and debt payments.

By Leo Almazora
Americans' record stock exposure raises questions for advisors
EQUITIES SEP 29, 2025
Americans' record stock exposure raises questions for advisors

With equities now making up nearly half of US households' financial assets, experts warn that market swings could have broader financial consequences.

By Leo Almazora
Four signals point to an extended bull market, says Wells Fargo Wealth & Investment Management CIO
EQUITIES SEP 29, 2025
Four signals point to an extended bull market, says Wells Fargo Wealth & Investment Management CIO

Darrell Cronk says market growth could continue through 2026 and potentially beyond.

By Steve Randall
Sky-high S&P 500 signals ‘new normal,’ not bubble, BofA says
EQUITIES SEP 25, 2025
Sky-high S&P 500 signals ‘new normal,’ not bubble, BofA says

Wall Street worriers who say today's multiples recall the dot-com bubble are overlooking multiple factors, strategists argue.

By Bloomberg
Millionaires can buy their way into the US with some eligible for tax free option
EQUITIES SEP 22, 2025
Millionaires can buy their way into the US with some eligible for tax free option

Meanwhile, skilled workers will face a new $100K fee to acquire an H-1B visa.

By Steve Randall
Dark clouds are weakening sentiment at both ends of the income spectrum
EQUITIES SEP 19, 2025
Dark clouds are weakening sentiment at both ends of the income spectrum

Stock market performance is not enough to offset concern about the economy

By Steve Randall
Under-pressure Federal Reserve delivers highly anticipated September rate cut
EQUITIES SEP 17, 2025
Under-pressure Federal Reserve delivers highly anticipated September rate cut

The FOMC under Jerome Powell lowered its benchmark interest rate by a quarter point, responding to persistent inflation and rising jobless claims.

By Leo Almazora
Wall Street raises alarm on Trump push to end quarterly earnings
EQUITIES SEP 15, 2025
Wall Street raises alarm on Trump push to end quarterly earnings

Analysts say the president's call for a six-month reporting schedule, which he first suggested in 2018, would increase uncertainty even as it reduces the burden for public companies.

By Bloomberg
CBO sees lower US growth, higher unemployment this year
EQUITIES SEP 12, 2025
CBO sees lower US growth, higher unemployment this year

The latest economic projections, going through 2028, factor in the impact of President Donald Trump's tax law, tariffs, and immigration policies.

By Bloomberg
Klarna CEO's $1B stock pledge pays off with surge in wealth
EQUITIES SEP 12, 2025
Klarna CEO's $1B stock pledge pays off with surge in wealth

The founder of the fintech giant's decision to put up company stock against a loan offers a glimpse into how the ultra-rich can leverage their assets.

By Bloomberg
Retail investors reignite faith in US markets as optimism returns
EQUITIES SEP 11, 2025
Retail investors reignite faith in US markets as optimism returns

Global portfolios are tilting back to US assets despite local concerns.

By Steve Randall
Move over, Musk: Larry Ellison takes over as world's richest person
EQUITIES SEP 10, 2025
Move over, Musk: Larry Ellison takes over as world's richest person

The co-founder of Oracle's net worth is now nearly $400 billion.

By Leo Almazora
Nasdaq seeks SEC nod for tokenized stock trading
EQUITIES SEP 08, 2025
Nasdaq seeks SEC nod for tokenized stock trading

The New York-based exchange's bid to trade tokenized versions of listed stocks and funds comes as Washington signals a friendlier stance toward digital assets.

By Leo Almazora
Tesla offers unprecedented $1 trillion pay package to Musk
EQUITIES SEP 05, 2025
Tesla offers unprecedented $1 trillion pay package to Musk

The proposed 10-year incentive plan would entail growing the company eightfold to $8.5 trillion, more than double Nvidia's current market cap.

By Bloomberg
Advisors explain how they separate the AI reality from the hype
TECHNOLOGY SEP 04, 2025
Advisors explain how they separate the AI reality from the hype

Wealth managers are increasingly seeing 'AI washing' in the market. Here's how they determine what is real innovation and what is hype.

By Gregg Greenberg
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities
EQUITIES SEP 02, 2025
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities

Fed policy, tariffs, inflation are risks, but PM says advisors can still uncover attractive entry points in overlooked sectors.

By Steve Randall
Advisors prepare for the end of summer, markets 'September Effect'
EQUITIES AUG 29, 2025
Advisors prepare for the end of summer, markets 'September Effect'

Wealth managers are wrapping up their summer and getting ready for the historically choppy trading season that starts in September.

By Gregg Greenberg