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 a strange time to recommend buying stocks of banks and other financial services companies, but Keefe, Bruyette ...

I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?

Have a question about your financial adviser or looking for a new one? Email [email protected]. Getty Images/iStockphoto Question: I am 57 years old, have $450,000 saved for retirement and will so...

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 via an exit package he secured upon retiring from Bridgewater Associates last year, according to a report by the...

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 shed chip maker Nvidia the group said in a statement. ARK snapped up about $3...

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 likened to lottery tickets, drawn by the opportunity to reap massive returns in the span of just a few hou...

‘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? 

Have a question about your financial adviser or looking for a new one? Email [email protected]. Getty Images/iStockphoto Question: I’m in Maryland and could use a financial planner for my Roth IRA...

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 report renewed worries about how high the Federal Reserve will have to take interest rates. What’s happeni...

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. It’s actually attractive in relation to stocks.’” Bridgewater Associates founder Ray Dalio no longer thin...

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: I have a comfortable balance in my investment account but have a question about only taking out...

Toyota, Warner Bros., and 24 More Stocks Barron’s Roundtable Pros Love This Year

Roundtable Companies Shares of companies with strong fundamentals are poised to shine this year, no matter the economic backdrop. Toyota and Warner Bros. fit the bill. Updated Jan. 20, 2023 8:35 pm ET...

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 to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger. Getty Images Sometimes, being...

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 now “salivate” at the prospect of higher income following the rapid rise in interest rates in 2022, a...

‘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 low risk investment vehicle. Is a variable annuity a good option for me? Getty Images Question: I am 63 and semi-retired. ...

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 bullish on the likes of Tesla, Zoom, and Roku. Updated Jan. 6, 2023 1:45 pm ET / Original Jan. 6, 2023 1:42 pm ET ...

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 issue is that consumers are actually spending at a pace that is faster than their income growth, and have been for t...

Cathie Wood closes out abysmal 2022 by buying even more Coinbase shares

Cathie Wood has had a rough year, but in keeping with her reputation as a ‘true believer’, she’s seizing the opportunity to buy more shares in one of her most controversial picks as it tumbles to fres...

Southwest, Tesla, Coinbase, Apple, and More Stock Market Movers Friday

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Tesla, Generac, Southwest, and More Stock Market Movers Wednesday

This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. https://www.barro...

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 only their companies’ finances, but also operations, a trend that comes as firms look to retain top tale...

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 because the sectors that typically do the best at the end of bear markets have been laggards of...

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 comparisons with the current high inflation environment. “If you go back to the 19-teens, then the period...

Why Splunk Stock Is Worth a Look

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or rec...

‘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 financial advisor, don’t lock in your losses, stay invested,” etc. So I started with a financial adv...

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 Fed Chairman Jerome Powell, stocks look ready to rethink on that optimsim, even after fresh inflation data showed ...

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 points to technically exit a bear market, after Federal Reserve Chairman Powell said the central...

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 are some tasty leftovers for Wall Street. Autodesk Inc. ADSK, +1.82% signaled a slowdown in business spending...

Grayscale Bitcoin Trust Has Gotten Too Cheap. ARK’s Cathie Wood Noticed.

The price of Bitcoin has plunged this year but shares of a trust that has been an easy way for investors to get access to the cryptocurrency have fallen even further. Tech investor Cathie Wood has tak...

Berkshire Bought Taiwan Semi Stock. Here’s What Else It Bought and Sold.

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Berkshire Hathaway discloses stakes in TSMC, Jefferies, Louisiana-Pacific, sending those stocks higher

Berkshire Hathaway Inc. added positions in materials manufacturer Louisiana-Pacific Corp., investment bank Jefferies Financial Group and chip manufacturer Taiwan Semiconductor Manufacturing Co. Ltd. d...

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 brokerage accounts. Is the best move to sell some of our positive stock positions in our brokerage account...

Berkshire Sold $5 Billion of Financial Stocks, Possibly Citigroup and Bank of NY

Berkshire Hathaway likely unloaded nearly $5 billion of financial stocks from its portfolio in the third quarter, and two possible candidates for the trimmed positions are Citigroup and Bank of New Yo...