For the first time in three years, it’s dead easy to pick a basket of tech stocks for the year ahead. After giant double-digit gains from 2019 through 2021, the Nasdaq Composite Index ended 2022 down ...
Tag: Advisor Investing
Bill Miller Is Still Bullish on Bitcoin—and a Lot More
Professional athletes like to retire after a good run. Legendary value investor Bill Miller is taking a different route. Miller, 72, is sticking with the plan he announced in January to hang up his in...
Markets Could Go on a Tear After the Midterms, History Suggests
The autumn of 1991 was a stressful time for investors. The country had just been in a war in Iraq, interest rates were rising, and the U.S. economy was barreling toward recession. In other words, it w...
UBS’ Solita Marcelli: Why I’m Optimistic About the Market
The financial headlines have been gloomy all year, but Solita Marcelli sees reason for optimism, in part because stock valuations have fallen so far. “Price/earnings multiples are back in line with lo...
The Dollar Will Get Even Stronger. Why That Could Slam the Global Economy.
Even for mighty Microsoft , $595 million is a lot of money. That’s how much the software giant’s sales were reduced in the most recent quarter by the ever-stronger U.S. dollar. Indeed, a broad range o...
New Vanguard Account Fees Will Raise Costs for Some of Its Most Loyal Customers
Lately, some of Vanguard’s most loyal long-term investors have been getting letters and emails that state: “If you choose to remain on the mutual fund-only platform after September 30, 2022, you’ll be...
Stock Market Recovery: Real Deal or Head Fake?
In a mere one month’s time, both the S&P 500 index and the Nasdaq Composite are up nearly 20%. But the brutal first half of 2022 is fresh on investors’ minds, and plenty of market headwinds remain...
Morgan Stanley’s Kathy Roeser: Prepping for the Next Bull Market
Morgan Stanley advisor Kathy Roeser has found herself using the word “cloud” quite a bit this year, as in the cloud that’s been hanging over the economy and markets. While acknowledging the gloom, she...
Fidelity Launches First Liquid Alt Funds as Stock and Bond Strategies Falter
Fidelity isn’t known for macro hedge funds that make bets on entire markets. The Boston-based mutual fund company with $4.3 trillion under management originally made its name by having the best indivi...
Yields Are Rising. Advisors Weigh In on Where to Stash Cash.
Is cash no longer trash? After years of yielding next to nothing, short-term bond investments are suddenly delivering yields large enough to detect with the naked eye. That doesn’t mean beleaguered in...
Week’s Best: Warren Buffett Snipes at Wall Street
Warren Buffett, chairman and chief executive officer of Berkshire Hathaway. Andrew Harrer/Bloomberg Berkshire Hathaway CEO Warren Buffett had some choice words for financial advisors and asset manager...
American Funds Is Cutting Fees. Several Bond Funds Look More Attractive.
American Funds is cutting the fees on 18 of its funds, its parent company Capital Group announced Monday, May 2. The change applies to funds with current assets of less than $15 billion, resulting in ...
Want to Unload That Investment Property? What Advisors Recommend.
With valuations high and many boomers gearing up for or entering retirement, many investment property holders could be rethinking their strategy around real estate ownership. It’s a big issue for many...
‘Not the Best Look From Vanguard’: Community Conversations
Readers can’t get enough of a story about a lawsuit filed against the indexing giant. In fact, the story generated record traffic for Barron’s Advisor (in less than 48 hours). Other stories that are s...
Opinion: Ukraine War Likely Has Triggered Lasting Bear Market
If historical precedent offers any guidance, the currently high valuations of the S&P 500, which remain elevated even after recent declines, mean that a prolonged bear market is likely in the near...
What the Russian Invasion of Ukraine Means for Clients Considering Crypto
When Russia invaded Ukraine on Feb. 24, cryptocurrencies posted strong gains. Bitcoin rallied from $38,300 to $44,400, and Ether jumped to $3,000, up from $2,400. President Biden’s recent execu...
Proposed LIFE Act Would Boost Annuities’ Role in Retirement Plans
The passage of the Secure Act in 2019 has led to some dramatic shifts in retirement plans. Of particular note, the law allowed for annuities providing guaranteed lifetime income to be incorporated int...
Week’s Best: Wealthy Investors Are Hanging On to Their Cash
Advisors take note: despite a January increase in consumer prices not seen in four decades, investors are stubbornly clinging to cash positions or cash equivalents like CDs, according to a new survey ...
Morgan Stanley Wants to Educate Investors on Ethereum
It’s not often that one of the major wirehouses tells clients to pay attention to cryptocurrencies, so when Morgan Stanley Wealth Management introduces a 20-page primer on the cryptocurrency Ether, it...
Inflation Is Surging. Here Are Some Portfolio Changes to Consider.
Market sentiment changes awfully fast these days. Rising concerns about the impact of interest-rate hikes pushed the S&P 500 down more than 5% in January (with the tech-heavy Nasdaq Composite Inde...
How to Build a Bond Ladder for Income
While stock prices typically rise and fall from year to year, bond prices have historically been quite stable. Yet 2022 is shaping up to be a year of infamy for fixed income. Since bond prices move in...