Are you paying too much to your financial adviser? Getty Images/iStockphoto Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets under managem...
Tag: Financial Investment Services
Don’t be fooled by a drop in U.S. headline inflation. Markets will be attuned to another figure on Wednesday.
Traders, investors and economists are all counting on Wednesday’s consumer-price index report to show a decline in the annual headline U.S. inflation rate for July. But there’s another figure buried i...
‘The real mortgage rate is a negative number.’ As inflation stubbornly sits at a 40-year high, do current mortgage rates look better than they seem?
What is the so-called ‘real mortgage rate’ and does it matter? Getty Images/iStockphoto I write about mortgage rates every week, but recently, I’ve heard some sources chattering about what’s called th...
Disney, Coinbase, BioNTech, Rivian, and Other Stocks to Watch This Week
Text size Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar. On Monday, Tys...
Stock-market investors wrestle with ‘boomflation’ after hot July jobs report
The worry instead turned to what a rip-roaring labor market and surging costs for everything means for stocks and bond portfolios, particularly if it turns into a mix of higher growth and inflation wi...
Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week
Text size Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar. On Monday, Tys...
I hired a financial planner, but they’ve already lost $70K. What should I do?
Is a big loss a reason to ditch your financial planner? Getty Images/iStockphoto By ALISA WOLFSON Question: I recently rolled my retirement pension and 401(k) into one account, managed by a financial ...
A Recession Is Coming. These Are the Stocks to Hunker Down In.
Eli Salzmann loves nothing better than finding a company that’s a “dog of a stock with no momentum” but on the verge of better days. At its core, that is what value investing is all about. Over the co...
Why the U.S. stock rally looks more like a new bull market than a bear bounce to these analysts
Broader is better when it comes to the stock market rally and some analysts see technical signs that gains may be signaling the end of the 2022 bear market, though it’s too early to say for sure. “The...
‘I have watched my accounts drop by 22%.’ My financial adviser has usually ‘done well’ but now it feels like he’s not making enough adjustments in this tough market given that I’m losing ‘large chunks’ of money. What’s my move?
How to know if your financial adviser is doing a good job. Getty Images/iStockphoto Question: I have had a financial advisor with a national firm for more than a decade. We have done well and his fee...
Will the stock-market rally turn into a selloff? This bond-market gauge could tip investors off
Now that the Federal Reserve appears to have abandoned its forward guidance tool in favor of being “data dependent” to help inform its future path for rates, investors should keep an eye on this gauge...
‘It has me questioning if we are in the right relationship.’ Our financial adviser is a ‘top performer’ but she costs well over $20K a year — even when we lose money. Should we get a new one?
How to know if your financial adviser is worth the money. Getty Images/iStockphoto Question: After our first financial adviser retired, we picked a new one recommended by her to continue our relations...
Opinion: Fidelity’s bitcoin move getting all the wrong publicity
What would Ned Johnson do? The late, great Fidelity Investments honcho built his family’s Boston-based money management firm into one of the biggest in the world over the course of a long career. John...
Taiwan Semiconductor Stock Will Benefit From Spending Spree
Taiwan Semiconductor Manufacturing is hedging its geographical bets, with large new fabs planned for the U.S. and Japan. Here: a TSMC chip at a 2020 semiconductor conference in China. Str/AFP/Getty Im...
Should you roll over your 401(k) to an IRA? Here are 3 tips for this key retirement decision.
In his classic tune “Roll Over Beethoven,” Chuck Berry famously belted: “Roll it over then move on up.” Well, if you’ve saved for years in a 401(k) plan, you’ll want to know how — or whether — to roll...
PayPal Is Being Targeted by Activist Elliott. Here’s Why.
Text size PayPal shares have slid this year as people have returned to their prepandemic spending habits. Courtesy of PayPal Payments giant PayPal finally has attracted an activist. PayPal (ticker: PY...
It’s time to overweight small caps as ‘they’ve come very close to pricing in recession’: RBC Capital
Small-cap stocks have attracted more investors and analysts attention this week with their benchmark index the Russell 2000 jumping 3.5% on Tuesday to 1799 points, its biggest one day percentage gain ...
Palantir stock’s ‘strength will prove unsustainable,’ analyst says in downgrade
Palantir Technologies Inc. shares are up nearly 50% from their May lows, but one analyst worries that “this strength will prove unsustainable.” Monness, Crespi, Hardt & Co. analyst Brian White dow...
It’s the end of ‘fantasyland’ for Big Tech and its workers
After Big Tech grew in unprecedented and unchecked fashion for a decade, building ostentatious palaces to house growing workforces while plying them luxuriant freebies to keep them from defecting to r...
Blackstone Earnings Are Coming. What to Expect.
Text size Blackstone is expected to produce Q2 results of $1.43 a share in distributable earnings. Angus Mordant/Bloomberg Blackstone will kick off earnings season for alternative asset managers when ...
Cathie Wood’s Ark Bought More Roku Stock. This Analyst Sees 24% Downside.
Text size Cathie Wood of ARK Invest has Roku as one of the biggest investments in her funds. Eva Marie Uzcategui/Bloomberg Roku’s earnings report last week sent shares into a free fall, but Cathie Woo...