Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities—and bearish on bonds.
Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. The firm plans to raise $285.1 million, and will sell 11 million shares of common stock at an estimated price...
How to analyze actively mutual funds for outperformance
CNBC star Jim Cramer may not have liked the valuation of the LPL Investment Holdings IPO, but investors sure did. The happiest people? LPL shareholders who sold off some of their stake in the company, the biggest independent broker/dealer in the...
In normal times, gridlock is wonderful for real returns. But these aren't normal times. In times of crisis, a Congress that cannot undo its mistakes is not good
We are in a multi-year bull market for equities, especially emerging market equities, said panelists at Morgan Stanley Smith Barney’s 2011 outlook event Wednesday.
The stock market is now in a “historical sweet spot” following the mid-term elections, Charles Schwab’s chief investment strategist told financial advisors at the IMCA Advanced Wealth Management Conference in San Francisco...
The Dow closed at its highest level since Lehman went broke in 2008. Retail clients, of course, missed out and continue to be scared..
