Equities

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March Madness special: Should financial advisors let their clients pick longshots?
EQUITIES MAR 17, 2025
March Madness special: Should financial advisors let their clients pick longshots?

Taking home first prize in an NCAA tournament pool often requires picking longshots and upsets. The same might be said for winning in the stock market.

By Gregg Greenberg
Turbulence tests 60-40 strategy's limits
EQUITIES MAR 17, 2025
Turbulence tests 60-40 strategy's limits

With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.

By Leo Almazora
Fallen tech stocks fail to entice wary investors
EQUITIES MAR 17, 2025
Fallen tech stocks fail to entice wary investors

Big tech firms like Alphabet and Amazon are trading at bargain valuations, but a risk-averse market has meant no one's biting.

By Bloomberg
Tesla's Magnificent Seven status in doubt as EV stock tumbles
EQUITIES MAR 14, 2025
Tesla's Magnificent Seven status in doubt as EV stock tumbles

Declining sales numbers, concerns around Elon Musk, and exposure to tariff risks are casting a shadow over the company's previously unshakable exceptionalism.

By Leo Almazora
Dip-buyers staying on the sidelines as Trump selloffs shake Wall Street
EQUITIES MAR 13, 2025
Dip-buyers staying on the sidelines as Trump selloffs shake Wall Street

Uncertainty from the president's head-spinning tariffs has traditionally optimistic stock-pickers taking a more bearish stance.

By Bloomberg
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in
EQUITIES MAR 11, 2025
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in

A salvo of tariff headlines sent stocks spiraling Tuesday before bargain-hunters drove a recovery in the S&P 500.

By Bloomberg
Investors losing faith as Trump recession fears roil markets
EQUITIES MAR 11, 2025
Investors losing faith as Trump recession fears roil markets

Allocations to cash and money market funds are rising, and dip-buying is slowing, as the president's coyness on downturn odds adds to mounting pessimism.

By Leo Almazora
Are value stocks finally taking the baton from growth?
EQUITIES MAR 11, 2025
Are value stocks finally taking the baton from growth?

Wealth managers weigh in on the battle between growth and value stocks, and whether the tide is turning in favor of value.

By Gregg Greenberg
Trump's evasiveness on recession sets off market bloodbath
EQUITIES MAR 10, 2025
Trump's evasiveness on recession sets off market bloodbath

Investor fears ruled Monday as the president's refusal to discount an economic downturn sparked panic, resulting in the weakest stock performance during an administration's first 50 days since 2009.

By Leo Almazora
Wall Street strategists having second thoughts on lofty S&P 500 forecasts
EQUITIES MAR 10, 2025
Wall Street strategists having second thoughts on lofty S&P 500 forecasts

Not even three months into the year, stock market analysts at JPMorgan and other large banks are softening their convictions on the index hitting 6,500 before December.

By Bloomberg
Advisors forced to talk tariffs as investor anxiety rises
EQUITIES MAR 06, 2025
Advisors forced to talk tariffs as investor anxiety rises

Market volatility is rising due to the president's tariff talk, and that's got wealth managers answering more and more client questions.

By Gregg Greenberg
Wall Street banks see recession risks flashing in the markets
EQUITIES MAR 05, 2025
Wall Street banks see recession risks flashing in the markets

Models from JPMorgan and Goldman show odds of a downturn edging up, echoing a view held by a small but growing group of bearish prognosticators.

By Bloomberg
Investing pros wonder when Trump will step in as stock freefall continues
EQUITIES MAR 04, 2025
Investing pros wonder when Trump will step in as stock freefall continues

As the stock market loses its post-election gains following the president's decisive tariffs, speculation swirls over when the hoped-for "Trump put" will kick in.

By Bloomberg
S&P 500 suffers worst sell-off of the year so far, Trump ignites investor fears
EQUITIES MAR 04, 2025
S&P 500 suffers worst sell-off of the year so far, Trump ignites investor fears

Tariffs go live, while US aid for Ukraine is paused. What's next?

By Steve Randall
UBS on the hook for $92.2 million in damages linked to advisor’s short sales of Tesla
EQUITIES MAR 03, 2025
UBS on the hook for $92.2 million in damages linked to advisor’s short sales of Tesla

The Finra panel found UBS Financial Services liable for $69.1 million in punitive damages.

By Bruce Kelly
Berkshire Hathaway is piling cash. Advisors say that's not such a bad thing
EQUITIES MAR 03, 2025
Berkshire Hathaway is piling cash. Advisors say that's not such a bad thing

The company revealed a cash hoard of $334 billion last week. Does this mean CEO Warren Buffett is turning bearish?

By Gregg Greenberg
The Fed's 'preferred' measure of inflation is core PCE. Do advisors favor it as well?
EQUITIES FEB 28, 2025
The Fed's 'preferred' measure of inflation is core PCE. Do advisors favor it as well?

The Fed is well known to view core PCE as its inflation indicator of choice. However, wealth managers have their own preferences.

By Gregg Greenberg
Nvidia earnings no longer mesmerize, but the AI chipmaker remains an advisor bellwether
EQUITIES FEB 27, 2025
Nvidia earnings no longer mesmerize, but the AI chipmaker remains an advisor bellwether

The company's fourth-quarter results beat analyst estimates, yet its market leadership is increasingly in question.

By Gregg Greenberg
Financial advisors not chasing Chinese stock rally
EQUITIES FEB 26, 2025
Financial advisors not chasing Chinese stock rally

Chinese stocks are soaring despite President Trump's tariffs. Wealth managers, however, don't seem overly interested.

By Gregg Greenberg
Big tech tumbles into correction zone with Tesla leading losses
EQUITIES FEB 25, 2025
Big tech tumbles into correction zone with Tesla leading losses

Collective weakness in the Magnificent Seven has sent US stocks tumbling and volatility spiking, reversing earlier post-election exuberance.

By Bloomberg