Strategists and money managers warn about chasing performance, citing concerns from stretched valuations to uncertainty over Donald Trump's policies.
The stock index hit 20,000 for the first time Wednesday morning as corporate earnings and signs that President Donald Trump will push through pro-growth policies reignited the equities rally that stalled a month ago.
Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.
Biotech, healthcare, banks and energy look to benefit.
Riding out the short term for the longer-term upside.
Pacific Investment Management Co. turns to outsider Manny Roman, who revived Man Group, the world's largest hedge fund.
The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.
Plus: Bank stocks and the election, how the DOL rule could hit adviser pay, and seven 'stupid' ETFs
Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.
Analysts, advisers struggle with when, where and why to use alts
Raymond James clients will have opportunity to invest in private-equity and hedge funds
It will help advisers and investors measure correlation and volatility of past returns.
Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact
Republican power balance puts DOL rule into question
Plus: Five ETFs to help you prosper under the Trump administration, Dawn Bennett lands in more hot water, sending the media back to journalism school, and Happy Veterans Day
Advisers ready trades and talking points for crushed Clinton supporters
Plus: The Fed gets another excuse for not hiking rates, a big win for big oil, and nervous Americans crashed Canada's immigration website
Plus: Don't bet on a post-election stock market rally, filing bankruptcy to fix a credit score, and some realities of moving to Canada
Plus: Record bets on the election outcome, questions for your CTA, and don't take financial advice from your family
Plus: Going for the gold, retiring with a $500k nest egg, and Templeton Global Bond Fund under the microscope
