News

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  1. 7 Defensive Stocks That Are Crushing The Market

    September 21, 2018
    Investors are buying 'safety' stocks and shunning techs as stocks hit record highs.
  2. Biogen Seen Rising 15% On Brighter Outlook

    September 21, 2018
    Biogen's stock already has rallied 31% off its low.
  3. Why Big Bank Stocks Are Ready To Rebound

    September 20, 2018
    Oppenheimer sees big gains ahead based on strong earnings.
  4. Tesla Seen Rising 11% Higher Despite Wave of Bad News

    September 20, 2018
    Tesla's stock already has rebounded by 12% in the past two weeks.
  5. Why Boeing Stock May See A 10% Pullback

    September 20, 2018
    Analysts are cutting earnings and revenue forecasts.
  6. PayPal's Stock Seen Rising 8% Amid Strong Growth

    September 19, 2018
    PayPal's stock, up 20% in 2018, may see more gains.
  7. JPMorgan Defies Bulls, Tells Investors To Cut U.S. Stocks

    September 19, 2018
    JPMorgan's bearish call is dramatic in the 10th year of the bull market.
  8. Citigroup Seen Dropping 10% On Lower Revenue Forecasts

    September 19, 2018
    The new pullback could push Citigroup stock's down 18% from its 2018 high.
  9. Microsoft's Stock Seen Climbing 9% on Robust Profits

    September 18, 2018
    Microsoft has soared more than 33% this year, far outpacing the S&P 500.
  10. 6 Beaten Down Stocks Ready For Big Rebounds

    September 18, 2018
    These unglamorous stocks may post glamorous returns.
  11. Broadcom Seen Rising Higher On Faster Growth

    September 18, 2018
    Broadcom's stock has jumped by 15% since July.
  12. IBM's Stock May Rise 7% Short Term

    September 17, 2018
    IBM's stock more 12% off its 2018 highs.
  13. Micron Stock May Drop Further On Slashed Forecasts

    September 17, 2018
    Micron's stock already has fallen 30% from its highs.
  14. AMD's Stock Seen Plunging Over 20% Short Term

    September 14, 2018
    AMD's stock has a history of major reversals.
  15. 8 Stocks To Lead The Market: Morgan Stanley

    September 14, 2018
    These stocks offer cheap valuations and potentially rapid earnings growth.
  16. Why AT&T Will See A Big Rebound

    September 14, 2018
    AT&T may be on the verge of a longterm advance after falling 22% since 2016.
  17. Apple Options Traders Bet Shares Will Rise 15%

    September 13, 2018
    Apple stock is poised for more gains after doubling in the past 3 years.
  18. If The Bull is Still Running, Why Diversify?

    September 13, 2018
    In a bull market environment, efforts by financial advisors to talk to their clients about diversification often falls on ...
  19. Why the US-China Trade War May Cause A Bear Market

    September 12, 2018
    Stock investors may underestimate the huge risk of a trade war, FactSet says.
  20. 3 Industrial Stocks Poised To Move Higher

    September 12, 2018
    Boeing, Caterpillar and 3M may jump as high as 9%.
  21. Goldman May Decline More Despite Bullish Forecasts

    September 12, 2018
    Goldman's stock has dropped almost 16 percent off its March high.
  22. Robinhood

    September 7, 2018
    Robinhood wants to level the financial markets playing field with its free stock and ETF trading platform.
  23. Micron's Stock Poised To Fall 9% Short Term

    September 5, 2018
    Micron already has dropped by more than 20 percent from its May high.
  24. Reforming the Fiduciary Standard

    August 17, 2018
    Although the fiduciary rule is gone, implementation of an industry-wide fiduciary standard remains a priority for many in ...
  25. How RESA Could Reform Workplace Retirement Plans

    August 10, 2018
    Seven bills introduced in the House and Senate signal a desire from Congress to make significant changes to workplace retirement ...
  26. A Framework for Building Impact Portfolios

    August 1, 2018
    Some advisors are still reluctant to adopt impact investing in client portfolios. That omission could send clients elsewhere.
  27. Are Your Clients Moving Away from Value Investing?

    July 26, 2018
    Experienced investors are questioning value investing as a strategy, and many beginners have abandoned it completely in favor ...
  28. Reading Between the Lines: Q3 Policy Outlook

    July 17, 2018
    To understand the Trump administration, it’s important to recognize Donald Trump’s two major policy priorities: (1) trade ...
  29. Strategies for Clients in Rising Rates Environment

    July 17, 2018
    Any time there are rising rates it creates risks for investors. Fortunately, there are severa strategies that can help investors ...
  30. Ignoring Bitcoin Is No Longer an Option for FAs

    July 16, 2018
    It'd be hard to find an investment that’s captivated everyday investors as much as cryptocurrencies. The majority of financial ...
  31. Baby Boomers Represent Untapped Business Potential

    July 12, 2018
    Millennials are receiving the most attention from financial advisors, but boomers share the same problems, including a need ...
  32. What You Need to Know About Frontier Markets

    July 12, 2018
    In 2014, frontier markets, like Vietnam and the United Arab Emirates, ignited investors' imaginations. Since then, they have ...
  33. Next Target for Lobbyists: SEC Best Interest Rule

    July 10, 2018
    The same interest groups and lobbyists that worked to take down the fiduciary rule are now taking aim at the new SEC's proposed ...
  34. 6 Big Bank Stocks May Face More Pain Ahead

    July 5, 2018
    Big U.S. bank stocks are down in 2018 while the S&P 500 is up.
  35. AMD Traders Bet Stock Will Jump 11% Short Term

    June 27, 2018
    AMD's stock has risen nearly 50% in 2018, beating the market by a wide margin.
  36. DOL's Fiduciary Rule Officially Shelved

    June 26, 2018
    In a June 21st decision, the 5th Circuit Court of Appeals vacated the DOL's fiduciary rule. The rule has been harshly scrutinized ...
  37. Verizon and AT&T Are Ready For Big Rebounds

    June 26, 2018
    The two telecom giants have lagged the market for years, but fundamentals may be improving.
  38. RIAs Use Tech to Solve Small Business Woes

    June 21, 2018
    The jump from working at a large institution to operating independently is easier because of technology that streamlines ...
  39. Why Chevron's Stock May Plunge 12%

    June 12, 2018
    Chevron's challenge: the stock's technical charts are weak and earnings may slow sharply next year.
  40. Diversity Increases as Smart Beta ETFs Evolve

    June 12, 2018
    Smart-beta ETFs generally have different top holdings than the diversified S&P 500 or Russell 1000 indices, and their ...
  41. Clients Aren't Ready for Rising Rates

    June 11, 2018
    Investors aren’t used to seeing volatility in their bond portfolios, and many clients may not ready for rising interest rates, ...
  42. 4 Bargain Stocks To Protect The Downside

    June 11, 2018
    Just In Case: these stocks offer strong cash flow, rich dividends and consistent growth.
  43. Why Broadcom's Stock Can Rise 35%

    June 11, 2018
    Broadcom's bulls say 5G wireless technology will fuel the stock's growth.
  44. How to Attract and Retain the Next Generation of FAs

    June 11, 2018
    Succession planning is a difficult for all businesses, but it has become more challenging for the wealth management industry as ...
  45. Banks Enter the Robo Advisory Game

    June 6, 2018
    The partnership announced this week between Fifth Third Bancorp and Fidelity is one of about a half-dozen similar partnerships ...
  46. How Goldman's Hedge Fund Picks Beat The Market

    June 5, 2018
    Racing Ahead: Goldman says its basket will return 16% over the next year, beating the S&P 500.
  47. Why Broadcom's Stock Is Poised For Bigger Gains

    June 4, 2018
    Broadcom's stock is showing signs of life in the wake of the blocked Qualcomm takeover.
  48. Advisors and Clients: Consider This as Rates Rise

    June 4, 2018
    After lying dormant for years, interest rates are rising again, both in the United States and abroad. In addition, credit ...
  49. FA Profession: Accountable for Lack of Diversity

    June 3, 2018
    The FA industry’s failure to make an effort to increase the number of minorities in advisory roles can be attributed to its ...
  50. Ray Dalio: Sell Expensive Stocks, Party Like Crazy

    June 1, 2018
    Raining Money: the hedge fund founder advises rotating from pricey stocks to cheap ones.
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