Some investors are embracing the financial sector ahead of what they deem as an even more euphoric stretch of a new roaring 20s, whereas others believe a recession is imminent. The most…
Retirement bucket strategies have a way of getting complicated fast. Don McDonald, co-host of Talking Real Money, prefers a far simpler framework: keep exactly one year of spending in safe money, rebalance…
For much of the past two years, Wall Street treated long-run inflation expectations as the boring part of the macro story. Short-run prints whipped around. The five-year horizon stayed anchored. That assumption…
The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several…
Income investors who bought the iShares Preferred and Income Securities ETF (NASDAQ:PFF) for its distribution yield near 6.5% are sitting on a structural feature most never modeled: roughly 60% to 70% of…
A retiree holding $200,000 of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) collects roughly $4,800 in annual income at the fund's current distribution yield, with no rebalancing required and no concentration risk to…
The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) sits at $21.62 heading into the back half of 2026, paying a 9.5% yield that has drawn income investors looking for something between bond…
A new concentration risk is building inside the corporate bond market, and it mirrors what investors are already experiencing with the Magnificent Seven in the S&P 500 index. According to a recent…
Thomas Richmond A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that…
JPMorgan Chase (NYSE:JPM | JPM Price Prediction) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired…
Jamie Dimon has given no indication he plans to leave imminently, but after more than twenty years atop JPMorgan Chase (NYSE: JPM | JPM Price Prediction), the question is fair. He has…
Trey Thoelcke The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
A Charles Schwab Modern Wealth Survey 2025 finding that 57% of Americans agree modern investment portfolios are more sophisticated and require more professional guidance sits at the center of a broader shift…
The Gabelli Dividend & Income Trust (NYSE:GDV) has pushed to an all-time high of roughly $29, with shares changing hands at about $29 and annual distributions stepped up to $1.80 per share.…
American Express‘s (NYSE:AXP | AXP Price Prediction) Q1 2026 earnings beat drew a split verdict from Wall Street. Bank of America reiterated its Buy rating and raised its price target to $387…
