Equities

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Advisors handicap the brewing battle between Trump and Powell
INVESTING EQUITIES APR 24, 2025
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

By Gregg Greenberg
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead
INVESTING EQUITIES APR 24, 2025
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead

Markets digest latest words on trade war, Fed chair’s position.

By Steve Randall
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
INVESTING EQUITIES APR 23, 2025
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

By Gregg Greenberg
New York Dems push for return of tax on stock sales
INVESTING EQUITIES APR 23, 2025
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

By Bloomberg
Is the 'sell America trade' a real thing? Wealth managers weigh in
INVESTING EQUITIES APR 22, 2025
Is the 'sell America trade' a real thing? Wealth managers weigh in

Whenever stocks, Treasury prices and the dollar go down together, the idea of a 'sell America trade' goes up.

By Gregg Greenberg
Advisors discuss the best ways to grow AUM during an economic downturn
INVESTING EQUITIES APR 21, 2025
Advisors discuss the best ways to grow AUM during an economic downturn

A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.

By Gregg Greenberg
Chase gold or scoop up stocks? Advisors debate their next moves
INVESTING EQUITIES APR 21, 2025
Chase gold or scoop up stocks? Advisors debate their next moves

Wealth managers discuss the sharp move higher in gold and what it says about both the market and the economy.

By Gregg Greenberg
Chipmakers lead tech stock dip on Trump's China curbs
INVESTING EQUITIES APR 16, 2025
Chipmakers lead tech stock dip on Trump's China curbs

Analysts sound the alarm as Nvidia and AMD both take a hit from the administration's new export restrictions.

By Bloomberg
Advisors push back against tariff pessimism as trade war brews
INVESTING EQUITIES APR 15, 2025
Advisors push back against tariff pessimism as trade war brews

Despite recession fears and market swings triggered by President Trump’s aggressive trade policies, some investment advisors are bullish on the potential impact of more favorable global trade terms for the U.S.

By Andrew Cohen
Forget rate cuts, high rates are the new norm, says industry veteran
INVESTING EQUITIES APR 14, 2025
Forget rate cuts, high rates are the new norm, says industry veteran

Increased risk is inevitable, according to CEO of Schwab Asset Management.

By Chris Davis
Steering investors away from high-risk moves
INVESTING EQUITIES APR 14, 2025
Steering investors away from high-risk moves

There's no evidence a smart stock picker can outperform the benchmark consistently over many years, warns advisors.

By Chris Davis
Tariffs put investors on alert for 2025
INVESTING EQUITIES APR 14, 2025
Tariffs put investors on alert for 2025

Advisor voices hopes for negotiations, as opposed to more hardline retaliatory tariffs.

By Chris Davis
Wall Street enjoys blowout earnings while Washington takes the blame
INVESTING EQUITIES APR 14, 2025
Wall Street enjoys blowout earnings while Washington takes the blame

In a twist for wealth managers, Washington policymakers are behind the market's craziness, not greedy Wall Street bankers.

By Gregg Greenberg
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%
INVESTING EQUITIES APR 14, 2025
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%

Meanwhile, gold could reach $4000 next year, Goldman suggests

By Steve Randall
Private asset owners enjoy relative calm as stock market swings
INVESTING EQUITIES APR 11, 2025
Private asset owners enjoy relative calm as stock market swings

Advisors have been adding alternatives to client accounts since 2022. It's been paying off during the past whirlwind of a week in public markets.

By Gregg Greenberg
Wealth managers weigh options after Trump's 90-day tariff pause
INVESTING EQUITIES APR 10, 2025
Wealth managers weigh options after Trump's 90-day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

By Gregg Greenberg
How young advisors are navigating today's market turbulence
INVESTING EQUITIES APR 10, 2025
How young advisors are navigating today's market turbulence

From conservative investing to tax-savvy client strategies, advisors under 40 take lessons from the 2008 crisis while navigating today's volatility.

By Andrew Cohen
After 'liberation day' blockbuster, Trump's sequel is a box office hit
INVESTING EQUITIES APR 10, 2025
After 'liberation day' blockbuster, Trump's sequel is a box office hit

Investors give it five stars, but Chinese audiences are not impressed

By Steve Randall
5-year record surge for US stocks as Trump presses pause on some tariffs
INVESTING EQUITIES APR 09, 2025
5-year record surge for US stocks as Trump presses pause on some tariffs

Long-awaited "Trump put" offers markets relief as S&P 500, Nasdaq, and Dow Jones indexes soar.

By Bloomberg
Sucking in the 70s again? Advisors weigh the threat of stagflation
INVESTING EQUITIES APR 09, 2025
Sucking in the 70s again? Advisors weigh the threat of stagflation

Wealth managers debate whether the scourge of stagflation, last seriously felt in the 1970s, will soon hit the American economy.

By Gregg Greenberg