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Tag: Investment Advice/Research Services
Already worth $19 billion, Ray Dalio will be paid ‘billions’ more after retiring from Bridgewater: report
Ray Dalio, founder of the world’s biggest hedge fund, is to be paid billions of dollars…
Cathie Wood’s ARK Swoops In to Buy Shopify Stock After Recent Slump
High-profile fund manager Cathie Wood’s ARK Investment Management has increased holdings of e-commerce company Shopify and…
A potential stock-market catastrophe in the making: Risky option bets put Wall Street on edge
Professional and amateur traders are flocking to a risky type of equity option that some have…
‘I really need help.’ I have $580K in retirement savings, but can’t find a financial adviser because the ones I spoke to want clients to be richer than me. What should I do?Â
Have a question about your financial adviser or looking for a new one? Email [email protected]. Getty…
U.S. stock futures point to further losses after payrolls shocker
U.S. stock futures pointed to a second day of losses Monday after an unexpectedly strong jobs…
Cash is no longer trash, says Dalio, who calls it more attractive than stocks and bonds
“‘Cash used to be trashy. Cash is pretty attractive now. It’s attractive in relation to bonds.…
I’m 72, have a cushy amount invested and was withdrawing 4% a year. But once I pay my financial adviser’s fees and California taxes that won’t be enough. What’s my move?
How to figure out if your adviser is worth what they’re charging you. Getty Images/iStockphoto Question:…
Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching
Text size Eaton Vance’s Adam Dunn expects cost cutting at Disney and a more balanced approach…
Vanguard expects municipal bond ‘renaissance’ as investors should ‘salivate’ at higher yields
Investors who allocated to municipal bonds with paltry yields at the beginning of last year should…
‘My adviser insists this is a good, low-risk investment.’ I’m semi-retired at 63 with $2 million saved. My financial adviser wants me to sink half my money in an annuity. Should I do it?
I’ve never been a big fan of annuities, but my advisor insists this is a good…
ARK’s Cathie Wood Isn’t Backing Down. She Explains Exactly Why.
The core ARK Innovation ETF run by Wood fell 67% last year. But she remains staunchly…
Why the consumer is ‘critical’ for investors to watch in 2023 as bear market ‘not yet complete’
The fate of the U.S. consumer is weighing on the outlook for markets in 2023. “The…
AllianceBernstein Executive Helps Chart Firm’s Course Overseeing Finances and Operations
AllianceBernstein Holding LP’s Kate Burke is part of a growing group of executives who lead not…
If the bulls really were in control, these stock market sectors would be leaders right now
It’s still a bear market, according to the U.S. stock market’s sector relative strength rankings. That’s…
Cathie Wood says the better historical parallel for the current high inflation environment is World War I, not the 1970s
Ark Invest CEO Cathie Wood says investors are looking at the wrong historical period in making…
‘It has been a nearly continuous plunge.’ My accounts are down 13% this year, but my financial adviser hasn’t made a single adjustment — and is still taking his 1%. Do I even need him anymore?
Getty Images/iStockphoto Question: I have heard it a thousand times: “People make more money with a…
This trader sees a 43% drop for the S&P 500 and says to take shelter in these ETFs instead.
A day after the Dow DJIA, -0.11% climbed out of bear territory on hopeful comments by…
Dow ends over 700 points higher to exit bear market after Powell signals smaller interest-rate hikes ahead
U.S. stocks finished sharply higher on Wednesday, with the Dow Jones Industrial Average rising over 700…
Cloud software is suffering a cold November rain. Can Snowflake and Salesforce turn it around?
The week after Thanksgiving could determine if cloud software is still too fat or if there…
Berkshire Bought Taiwan Semi Stock. Here’s What Else It Bought and Sold.
We’ve detected you are on Internet Explorer. For the best Barrons.com experience, please update to a…
Should I do a Roth conversion to offset stock losses?
Q.: Dear Dan, We have roughly $45,000 in short-term & long-term losses this year from our…
KBW recommends buying these 11 financial stocks, including First Republic, following federal backstop for banks
On a Monday following high-profile bank failures on Friday and Sunday, it may seem to be…