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Equities

Kamala Harris Donald Trump

American Wealth Will Grow Either Way Under Harris or Trump, Survey Shows American Wealth Will Grow Either Way Under Harris or Trump, Survey Shows

Stocks are expected to gain under both candidates. Trump is seen as better for gold and Bitcoin, while Harris is slightly more positive for housing costs.

bySuzanne Woolley and Ye Xie

Oct 28, 2024

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1 Min Read

stock market trading wall street

Which Asset Classes Perform Best When Inflation Slows Which Asset Classes Perform Best When Inflation Slows

byJerome Taylor

Oct 23, 2024

1 Min Read

Adjusted for Risk Zephyr podcast

Adjusted for Risk: What the New Interest Rate Regime Mean for Dividend Investing Adjusted for Risk: What the New Interest Rate Regime Mean for Dividend Investing

Oct 21, 2024

stock market trading screens SMAs, ETFs, model portfolios

Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

byElaine Misonzhnik

Oct 17, 2024

1 Min Read

white house stock market elections

The Impact Presidential Elections Have on Markets The Impact Presidential Elections Have on Markets

Oct 17, 2024

1 Min Read

Adjusted for Risk Zephyr podcast

Adjusted for Risk: Importance of Managing Investment Risk with Shaker Investments Adjusted for Risk: Importance of Managing Investment Risk with Shaker Investments

Oct 15, 2024

globe money

With Equity Markets Volatile Amidst Uncertainty, Opportunities Arise in Non-U.S. Markets

With Equity Markets Volatile Amidst Uncertainty, Opportunities Arise in Non-U.S. Markets

byAlexis Deladerrière

stock market board

The Stock Market Is Becoming a Dumping Ground

The Stock Market Is Becoming a Dumping Ground

Edward Jones Launches Proprietary SMA, Financial Planning Services

Edward Jones Launches Proprietary SMA, Financial Planning Services

byElaine Misonzhnik, Senior Editor, Investments

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Support Platforms

Revolut Takes On Robinhood, EToro With Own Retail Wealth App

Revolut Takes On Robinhood, EToro With Own Retail Wealth App

byEmily Nicolle

Adjusted for Risk: What's Next After the Start of The Fed's Cutting Cycle?

Adjusted for Risk: What's Next After the Start of The Fed's Cutting Cycle?

byRyan Nauman, Market Strategist

Federal Reserve Chairman Jerome Powell rate cut

Advisors Focus on Equities, Longer-Term Bonds Amid Fed's Rate Cut

Advisors Focus on Equities, Longer-Term Bonds Amid Fed's Rate Cut

byElaine Misonzhnik, David Bodamer

Jamie Dimon

Alternative Investments

11 Investment Must Reads for This Week (Sept. 17, 2024)

11 Investment Must Reads for This Week (Sept. 17, 2024)

byWealthManagement.com Staff

Do Allocation Strategies Deliver Alpha?

Do Allocation Strategies Deliver Alpha?

byLarry Swedroe, Head of Financial and Economic Research

Supreme Court Justice Samuel Alito

Justice Alito’s Stock Portfolio Stands Apart on US Supreme Court

Justice Alito’s Stock Portfolio Stands Apart on US Supreme Court

byJeffrey Vögeli

Morgan Stanley

Morgan Stanley Fined $2M Over First Republic Stock Sales

Morgan Stanley Fined $2M Over First Republic Stock Sales

bySridhar Natarajan

Barry Gilbert Carson Group

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

byElaine Misonzhnik, Senior Editor, Investments

stock market graph

10 Investment Must Reads for This Week 2024-09-03

10 Investment Must Reads for This Week

byWealthManagement.com Staff

DraftKings website online sports gambling betting

Wager on the NFL or Invest? It’s Not About Morality

Wager on the NFL or Invest? It’s Not About Morality

Neil Gilfedder Edelman Financial Engines

Edelman Financial Engines: 'Magic' Assets Don’t Exist

Edelman Financial Engines: 'Magic' Assets Don’t Exist

byElaine Misonzhnik, Senior Editor, Investments

What Panic? Stocks Are Quickly on Way Back to Record Highs

What Panic? Stocks Are Quickly on Way Back to Record Highs

bySagarika Jaisinghani and Michael Msika

online gambling phone app sports

Gamblers Are Dumping Stocks to Bet on Sports, New Study Says

Gamblers Are Dumping Stocks to Bet on Sports, New Study Says

Are Rate Cuts Good for Equities?

Are Rate Cuts Good for Equities?

byRyan Nauman, Market Strategist

social unrest protestors throwing water bottles

‘There Could Be Social Unrest’: Finance Veterans on the Next Big Risk

‘There Could Be Social Unrest’: Finance Veterans on the Next Big Risk

Tim Walz Vice President candidate investing

Tim Walz’s Investment Strategy Makes Him an Outlier

Tim Walz’s Investment Strategy Makes Him an Outlier

byAllison Schrager

stock market trader

11 Investment Must Reads for This Week 2024-08-12

11 Investment Must Reads for This Week

byWealthManagement.com

Adjusted for Risk: State of the Financial Markets

Adjusted for Risk: State of the Financial Markets

byRyan Nauman, Market Strategist

WealthStack Podcast Patrick Shaddow Syntax Data direct indexing

Insights & Analysis

The WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick Shaddow

The WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick Shaddow

byShannon Rosic - Moderator, Director of WealthStack Content and Solutions

Estate Planning

Securing Legacies During Market Turbulence

Securing Legacies During Market Turbulence

bySteve Lockshin

stock market trader looking up stock market volatility

Client Relations

Advisors Tell Clients to ‘Buy the Dip’

Advisors Tell Clients to ‘Buy the Dip’

byDiana Britton, Managing Editor

buy the dip

10 Investment Must Reads This Week 2024-08-06

10 Investment Must Reads This Week

byWealthManagement.com

Adjusted for Risk: What's In Store for Income Investing With Rate Cuts Upcoming?

Adjusted for Risk: What's In Store for Income Investing With Rate Cuts Upcoming?

byRyan Nauman, Market Strategist

stock market trader Wall Street stocks

What Bankers Say You Should (and Shouldn’t) Do When Markets Crash

What Bankers Say You Should (and Shouldn’t) Do When Markets Crash

byAnders Melin, Amy Bainbridge and Richard Henderson

Carnegie Investment Counsel: Keeping It Simple with a 70/30 Allocation

Carnegie Investment Counsel: Keeping It Simple with a 70/30 Allocation

byElaine Misonzhnik, Senior Editor, Investments

custom model portfolios investing data charts

Alternative Investments

Cerulli: Demand Grows for Custom Model Portfolios

Cerulli: Demand Grows for Custom Model Portfolios

byElaine Misonzhnik, Senior Editor, Investments