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Reading the Signs of the Global Financial Crisis

July 16, 2019

On Friday, September 12, 2008, the storied investment banking firm Lehman Brothers enjoyed an “A” credit rating from a prominent agency. On Monday, September 15, the firm filed for bankruptcy protection. More than a decade later, investors...

Stock investors make $6 billion bet on S&P 500 ETFs

July 16, 2019

With U.S. stocks at record highs, investors are betting that the party will continue. The three largest exchange-traded funds that track the S&P 500 Index took in a combined $6.2 billion last week, just as the benchmark topped 3,000 for the...

As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

June 26, 2019

AssetMark could be the next financial services firm to jump into the public equity markets, according to its filing with the Securities and Exchange Commission earlier this week. The Concord, Calif.-based turnkey asset management platform, which...

Investors are headed to extra innings

June 4, 2019

After a wild and disappointing finish to last year, investors were bracing for more tough times ahead. Instead, with the S&P 500 Index knocking on the door of a bear market long in hibernation, suddenly and seemingly all at once, everything...

Overlooked fund category is dominating 2019

May 29, 2019

The stock market's volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies' generally stronger performance in recent years. But the biggest surprise so far this...

Grim milestone for active management

May 16, 2019

The month of May is about to usher in a significant milestone for actively managed mutual funds, and not a favorable one. The trends suggest passive U.S. equity fund assets will gain a majority of market share for the first time ever over actively-managed...

Small-cap stocks bear the brunt of trade dispute

May 13, 2019

As the United States and China roll out tariff hikes in an escalating trade war, smaller-company stocks are taking the biggest hit. Contrary to the general belief that smaller companies are more immune to global politics and macroeconomics,...

Markets tumble as trade war escalates

May 13, 2019

U.S. stocks and commodities tumbled Monday after China retaliated with higher tariffs on a range of American goods. Meanwhile, Treasurys jumped as investors fled to safe havens. The S&P 500 headed for the biggest slide in four months and the...

Wealthy US investors sitting on cash despite optimism in economy

May 7, 2019

A majority of wealthy American investors are optimistic about U.S. stocks, but are still sitting on piles of cash, according to a UBS Group survey. A sunny outlook reigned among 57% of the survey's U.S. respondents. The survey, conducted in...

Advisers put fundamentals ahead of sell-in-May warning

May 1, 2019

Historically speaking, there's a strong case for following the Wall Street adage to sell in May and go away until late fall. But there are exceptions to every rule, and that isn't even technically a rule. While most financial advisers tend to...

$1 trillion technology rally keeps on rolling

April 29, 2019

For technology stocks, the superlatives are endless this year. But rather than take profits and run, investors are flooding the space. The sector is outperforming every other industry. In 17 weeks, only one has seen technology finish in the...

Morgan Stanley bear unbowed after bad call

April 29, 2019

Morgan Stanley's Mike Wilson acknowledges he made the wrong call on the U.S. equity market this year. But that hasn't dissuaded him from holding onto one of Wall Street's most bearish forecasts. With the S&P 500 Index at a record high after...

Focus on taxes, compensation turns into tech-industry niche

April 26, 2019

Rebecca Conner has found her niche in the financial planning space. Ms. Conner, founder of SeedSafe Financial in Seattle, is developing a bustling enterprise by blending her accounting background with her proximity to the tech industry and focusing...

Startup offers financing for employee stock purchase plans

April 25, 2019

Aaron Shapiro's quest to rethink employee stock purchase plans began with a startling insight: If only his mother had participated in one, she'd be a millionaire today. A few years ago, she asked her son for financial advice and mentioned her...

Smart money is pouring into fixed income

April 19, 2019

Even with the roaring start to 2019 that has the S&P 500 Index up nearly 16% through Thursday, an increased appetite for fixed-income strategies suggests the emergence of a more conservative mindset among investors. While the first three months...

FAANGs' $800 billion rally has retail investors calling it quits

April 8, 2019

After a three-month rally that's added more than $800 billion to the value of FAANG stocks, individual investors have decided it's time to cash out of the high-flying names. Retail clients at brokerage TD Ameritrade increased their overall exposure...

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

April 3, 2019

An inflection point looms for investors, making it an excellent time for advisers and clients to consider some of the remaining fallout from the decade-long bull market — namely, an overreliance on the S&P 500 Index as both an asset class...

How mid-cap growth funds owned the first quarter

April 2, 2019

The often overlooked and under-allocated mid-cap growth fund category cranked out one of its rare high notes during the first three months of 2019, with an 18.4% return that beat the eight other equity style boxes. Mid-cap growth's performance...

Is volatility coming?

April 2, 2019

Volatility, like the long-term winter in Game of Thrones, is coming. It won't be as bad as the Long Night that covered Westeros with a terrible darkness for generations. However, the current market rally likely will be upended by episodic, Red...

Demand for growth stocks produces record inflows for ETF

April 1, 2019

The best quarter for U.S. stocks in a decade has come to a close, but signs are emerging that the appetite for risk may have room to grow. It's apparent in the rush of investors trying to get access to growth stocks, a strategy that was pummeled...

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