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U.S. Equity

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Wall Street Strategists Say Stocks Pullback Risks Forced Selling

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There are $52 billion of long positions on the S&P 500 and 88% of them are in a loss.

Why Tax Planning Should Be A Year-Round Priority For Advisors

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Outsourcing tax management can enable advisors to apply tax management strategies across all their clients' taxable accounts throughout the year.

Schwab Revenue Tops Estimates Even As Net New Assets Decline

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The Westlake, Texas-based firm reported $4.74 billion in net revenue for the three months though March.

Goldman's Wall Street Machine Revs Up Driving Surprise Profit Surge

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Goldman Sachs has sought to win back investors with a renewed focus on its core Wall Street business.

Fidelity, Dimensional, Others Push For Vanguard-Style ETF Share Class

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The push for ETF rule changes has heated up to the point that even major stock exchanges are getting involved.

Monte Carlo's Role In Collaborative Planning And Volatility

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Monte Carlo analysis proves to be a vital tool for modern financial advisors seeking collaborative planning experiences.

BofA Warns Current Price Moves Are Typical Of Bubbly Markets

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The bank's strategists say there's a risk that a no-landing scenario will turn into a hard-landing scenario.

Why Growth Stocks, Why Now?

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History suggests the rewards for patient, strategic investment should be substantial in the coming decade.

Assessing The Prospect For A Pullback

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Confidence for a relatively shallow drawdown is supported by broad market breadth, cyclical leadership trends and economic resiliency.

JPMorgan Shares Fall After NII Miss, Higher Expense Guidance

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The bank's net interest income rose 11% in the first quarter from a year earlier, falling short of analyst expectations.

Cathie Wood Muscles Into ChatGPT Boom With New OpenAI Stake

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The startup will represent about 4% of the Ark Venture Fund's holdings.

Powell's Soft-Landing Dream In Danger As Traders Hedge Inflation

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With stocks and bonds moving increasingly in tandem, investors have been forced elsewhere for protection.

RIAs Express 'Guarded Optimism' About Market, Survey Says

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But they also think volatility will continue over the year.

Goldman Says It's Time To Take Tech Profits And Invest Elsewhere

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The firm is skimming some profits as Magnificent 7 stock returns start to diverge.

AI Firm Is Best Performing Ex-SPAC, Surging Past Trump Media

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Vertiv Holdings has delivered a 553% return.

Americans' Pet Obsession Is Fueling Rally For A Cat Litter Stock

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Pet ownership has risen steadily since the mid-1990s, with the Covid-19 pandemic spurring more adoptions.

Dimon Likens AI's Transformational Potential To The Steam Engine

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JPMorgan's CEO says AI could “augment virtually every job.”

AQR Posts Double-Digit Quarterly Gains On Stock Picks And Trends

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The firm's Managed Futures Full Volatility Strategy returned 17.4% in the first quarter.

Goldman Investors Told To Vote No On Executive-Pay Plan

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Leaders were given lofty raises in a year when profits slumped.

Amazon Investors Eye Bigger Returns With Cash Pile Growing

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Amazon had more than $86 billion in cash at the end of 2023.

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