You have to go all the way back to 1981 when stocks, bonds, inflation-protected bonds and industrial metals were all slumping simultaneously. The S&P 500 index SPX, -0.73% has retreated 18% this y...
Tag: research services
Cathie Wood has a simple response to Tesla getting booted out of an S&P 500 ESG index: ‘Ridiculous’
Cathie Wood isn’t pleased about one of her most popular investments, Tesla Inc., being excluded from a prominent index that tracks eco- and socially friendly companies. “Ridiculous,” was essentially W...
He has $100K in credit card debt, $60K in bitcoin. 4 money pros on what to do
What to do when you have crypto assets and debt to contend with. Getty Images/iStockphoto “I have $100K in credit card debt, but $60K in bitcoin. Should I use it to repay the debt, or hold onto bitcoi...
Boeing Could Face Another Test on 787. Investors Need ‘D’ for Deliveries.
Text size An American Airlines Boeing 787-9 Dreamliner. Joe Raedle/Getty Images Boeing investors could use a bit of good news, but they don’t seem to be getting any. The latest is the assertion that t...
What is a high-deductible Medigap plan, and is it worth the cost?
This article is reprinted by permission from NerdWallet. Medicare Supplement Insurance, or Medigap, covers “gaps” in Original Medicare coverage, including certain copays, coinsurance and deductibles....
As Ark’s flagship fund plunges 76% from its peak, Cathie Wood still views her stocks as residing in ‘deep value territory’
The wheels have really come off the wagon of the stock market and Cathie Wood’s ARK Invest has, arguably, seen the most dramatic fall from its parabolic rise, amid the current downdraft in markets. Ho...
Stocks are falling fast but that doesn’t mean the worst will be over soon
Bear markets that begin with big losses in their first four months last about as long as those that do not. That’s worth pointing out because, after hitting all-time highs on the first trading day of ...
6 financial advisers and pros answer one question: ‘If a client came to you with $1,000 to invest right now, what would you tell them to do with it?’
Imagine this: You’ve got $1,000 to invest, but you don’t know what exactly to do with it. We asked 6 financial advisers what they’d do if a client came to them with $1,000 — here’s what they advise. (...
How do higher mortgage rates help shrink inflation? Here’s an explainer.
The Federal Reserve yanked a short-term interest rate higher this week, making it more expensive to borrow money to buy a home or fix it up. The central bank raised the federal funds rate last week by...
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...
‘We cannot do that.’ 3 things NOT to ask your financial adviser to do for you
Getty Images A financial adviser can do a lot of things — provide advice to help you manage your finances, execute trades on your behalf, create holistic financial plans based on your short- and long-...
Cathie Wood’s Flagship Fund Is Down 45% This Year. Money Is Still Flowing In.
Cathie Wood’s ARK Innovation exchange-traded fund keeps falling, but investors aren’t jumping ship. Shares of the popular ETF, which is known by its ticker ARKK, have declined 45% so far in 2022—inclu...
4 big expenses you should factor in for retirement
Retirement planning is part savings, part guessing game. While many of your day-to-day expenses will remain the same, there are big-ticket categories that can take a large bite out of your savings. Th...
ARK’s Cathie Wood: ‘Private markets get it,’ but disruptive tech is beaten-up in the stock market
When it comes to valuing disruptive innovation, private markets seem to understand the opportunity better than the stock market, according to Cathie Wood, founder and chief executive of ARK Investment...
2 things all the financial advisers I talked to told me — that I don’t like
How to find the right financial adviser for you. Getty Images/iStockphoto Question: I’m about three years from FIRE (Financial Independence, Retire Early) status and have been looking at placing a por...
‘It seems a bit like Lucy pulling the football away.’ Student loan borrowers got another break on payments — what comes next?
President Joe Biden extended the lifeline the federal government has provided to most student-loan borrowers during the pandemic. But that doesn’t mean these borrowers are feeling any more assured of ...
I’m 57 and I don’t have much money. Is a financial adviser right for me?
How to find a financial adviser Getty Images Question: I’m 57 years old and late to the party. I do not have much money socked away nor do I have investments outside of my retirement fund, and I never...
Three things to take care of when you retire—your future self will thank you for it
After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for ...
Has the student loan pause done any good?
Two years after the chaos of the pandemic prompted Congress to pause federal student loan payments, new data show many borrowers have used that extra room in the budget to shore up their overall finan...
7 red flags that signal it may be time to dump your financial adviser
Getty Images/iStockphoto In these trying financial times, more Americans are leaning on financial advisers for money advice. While in 2020, 22% of Americans said a financial adviser was their most tru...
Defense Stocks Rose With the Ukraine War. Then a Tight Proposed Budget Set Them Back.
Elias Stein Text size Defense stocks took a surprising blow after a proposed defense budget was released last week. The Biden administration asked Congress for $773 billion to fund defense for fiscal ...
Cathie Wood’s ARK Innovation Has Had a Bad Year. Why It Could Get Even Worse.
Text size Cathie Wood’s success in 2020 made her one of the most high-profile fund managers. Alex Flynn/Bloomberg Investors in ARK Innovation ETF, Cathie Wood’s flagship exchange-traded fund, sh...
Defense Stocks Take a Hit on U.S. Defense Spending Request
Text size Defense stocks trade for about 18 times estimated 2022 earnings. Jose Luis Magana / AFP) Defense stocks are taking a small hit after details of the coming defense budget were released. On Mo...
‘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...
‘Where should I live and what am I going to do?’ Retirement advice we’re not getting from financial advisers
Retirement is one of the Top 10 most stressful life events, according to the psychiatrists Thomas Holmes and Richard Rahe. As someone who recently began unretirement (or semiretirement), I concur. But...
Are We in a Bear Market? Investors Should Stay Calm.
About the author: David Rosenberg is founder and president of Rosenberg Research & Associates. He was formerly chief economist and strategist at Gluskin Sheff + Associates Inc, and chief North Ame...