Over one million brokerage accounts have now been opened with Charles Schwab for four consecutive quarters.
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Tech stocks, among the most vulnerable to souring US-China trade relations with China, led Friday’s sell-off.
Cryptocurrency markets still remain somewhat volatile, so indexing adds the appeal of smoothing out exposure.
Advisors and clients haven’t been chasing returns, though, instead smartly choosing to stay diversified.
Is Wall Street’s golden ratio, the 60/40 division of portfolios between stocks and bonds, losing its luster?
Fitting for 2025, a government shutdown is all but guaranteed to deliver even more uncertainty into the macroeconomic mix.
In a speech in Rhode Island, Jerome Powell reminded Wall Street and the world that The Fed remains in a “challenging situation.”
The hope for the S&P 500’s small-cap cousin after the Fed’s rate cut tells an important story about the broader economy.
Morgan Stanley analysts think the US economy has been in a “rolling recession” since 2022 — and it may already be almost over.
Investor appetite for StubHub and Klarna is especially compelling at a time when consumer sentiment starting to slump.
Rules-based investments are appealing, but even index-fund investing comes with limitations.
Through August, Wall Street began rotating into small cap companies and sectors outside the bounds of the AI trade.
Shares in Colorado-headquartered Newmont, the world’s largest gold miner, have risen 96% in 2025, the third-best performance on the S&P 500.
Its stock has been on a wild ride this year, and Interactive Brokers is currently up almost 100% over 12 months.
Part of the investor pullback comes after an MIT report that checked in on the billions that companies have spent on generative AI.
With current valuations of small cap stocks so low, this could be a classic “buy low, sell high” scenario