Financial Advisors: Where Are Values in Your Value Proposition?
Getting clients to talk about their values can drive better understanding and fulfilling outcomes. Articulating your value ...
The Best (and Worst) of John Rekenthaler, in His Own Words
John Rekenthaler has retired after a 36-year career at Morningstar. He had been writing the Rekenthaler Report, in which he ...
Ask Your Advisor These Questions Before Investing in Liquid Alts
Within the opportunistic bucket is the systematic trend category. These are trend-following strategies; when a market’s going ...
Novo Nordisk Up Over 8%, On Track for Largest Percent Increase Since March 2024 — Data Talk
--Up 10.94% at today's intraday high; largest intraday percent increase since Aug. 8, 2023, when it rose as much as 19.1% How you can use economic moats to find quality stocks, and what to expect from ...
'I can't stop thinking about it': My husband bought substantial properties prior to our marriage. If he sells them and we divorce, will I get half?
Related: 'I don't want to spend my remaining days living hand to mouth': I divorced my husband and remarried. Can I claim his Social Security? If I were advising your husband, I would tell him that if ...
US Pricing Environment Is Difficult Near Term, but We Like Halliburton's Long-Term Innovation
The company made a historic bet on US shale, which ensured its position as North America’s premier oilfield services company. The company tailors its pressure-pumping solutions to drive down producers ...
Intuitive Surgical On Pace for Largest Percent Decrease Since October 2023 — Data Talk
Intuitive Surgical, Inc. (ISRG) is currently at $585.26, down $23.40 or 3.84% --Would be lowest close since Jan. 16, 2025, when it closed at $584.08 --On pace for largest percent decrease since Oct.
Why Boeing's stock isn't falling, even after an 'eye-watering' loss warning
That's because with all of Boeing's issues, such as a labor strike, delivery delays, job cuts and continued challenges within the defense business, J.P. Morgan analyst Seth Seifman said, the losses ...
Existing-home sales fall to 30-year low in 2024
Despite the 30-year low, the market is showing signs of turning as home-buying picked up in the last month of 2024, said the National Association of Realtors, which released the data. December is ...
Meta plans to spend way more than expected on AI. Investors don't seem to mind.
While Wall Street expected Meta (META) to boost its spending in 2025, the magnitude of the increase seems to be a surprise. Analysts tracked by FactSet were modeling $51.4 billion in capital ...
Forget the 'Magnificent Seven.' Here are the biggest investment themes in the next five years.
"We think micro themes will dominate macro in the coming 5 years: tech transforming our economy against a backdrop of populism, AI resource bottlenecks, generational shifts in power and wealth, and a ...
'I trust that my husband isn't a gold digger': I'm inheriting millions of dollars. My husband says I'm 'selfish' to keep it. Should I share it?
'I have been a stay-at-home mom for the past five years and my husband is the sole breadwinner' ...