Investing


Reddit Stock Is Ready to Run Again

Shares of Reddit have soared more than 400% since their debut last spring. Just wait until next year.

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Salesforce Stock Is Ready to Emerge an AI Winner

The company has unfairly received the label of AI loser. That should change, and soon.

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It’s a Wonderful Market—if You Know How to Play It

The Cboe Volatility Index’s long-term average is around 19, so the present level of 14 suggests peace in markets and goodwill toward investors. At least for a month.

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Fidelity Contrafund’s Will Danoff Is Getting Closer to Handing Over the Reins

The legendary manager has taken on two co-managers to help him run the mammoth fund. Just don’t use the word “retirement.”

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Education Department to Begin Taking Wages of Student Loan Borrowers in Default

Notices will go out to about 1,000 borrowers the week of Jan. 7.

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Schwab and Robinhood Will Match $1,000 Gift to Trump Accounts

The brokerages follow similar announcements from Dell Technologies, BNY Mellon, and BlackRock.

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What Is Modified Adjusted Gross Income Now? Big Beautiful Bill Creates Tax Headaches for Advisors.

In some statutes, muni income counts toward modified adjusted gross income, but in the One Big Beautiful Bill Act, it doesn’t.

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Phreesia Stock Has Been Crushed. We’re Standing By Our Pick.

Shares are down significantly, but the valuation and growth story remain compelling.

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Retail Stocks Could Get a Tax Refund Boost in 2026

Bank of America estimates that the One Big Beautiful Bill will result in total tax refunds rising by roughly 18%.

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Unemployment Is Rising. How Advisors Are Helping Clients Recover After Job Loss.

In addition to helping clients fill financial gaps, younger advisors can also provide career advice for clients seeking new jobs or considering starting their own businesses.

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Seniors, Here’s How to Lower Your Tax Bill in the New Year

There are number of ways for older Americans to manage their income, investments, and charitable contributions to pay less to Uncle Sam.

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Burlington Stores Offers More Than Coats to Keep Investors Warm This Winter

The stock has long underperformed competitors. That may be about to change.

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Cannae, NextDecade See Activist Action

Activists also report to the SEC on V2X, Impinj, and Alphatec Holdings.

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The Stock Market Needs to Focus on Lucky 13

The market reacts, overreacts, and recovers quickly these days, and a lot of it amounts to nothing. We suggest embracing the number 13

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Lilly Shares Have Tripled on Weight-Loss Drugs. Why the Stock Looks Cheap.

The growth potential of the weight-loss market could explode with advances, notably GLP-1 pills, and broader insurance coverage. That should change both health outcomes and the way Americas buy and consume food.

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Utilities Look Cheap. 2 Stocks to Consider Buying.

American Electric Power expects strong earnings growth, but trades at a discount.

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There’s No Quick Fix for Soaring Health Insurance Costs. These Accounts Can Help.

Health-savings accounts are expanding to more Americans. How to make the most of them.

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Worries About the Bond Market Are Rising. Don’t Sell.

Easing monetary, fiscal, and regulatory policies creates a “triple easing,” which means the current credit cycle has room to run.

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Trump Might Limit Defense-Stock Dividends. That’s a Bad Idea.

The payouts give investors a reason to hand over their capital so businesses can use it.

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Waymo Is Raising $15B. Why Tesla Has the Robo-Taxi Advantage.

Waymo is raising $15 billion to expand its robo-taxi business, according to reports.

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Dalio, BlackRock Join Dell in Donations to Trump Accounts for Children

Bridgewater founder Ray Dalio and his wife Barbara are giving $75 million to seed these savings accounts for children in Connecticut.

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Stop and Think. Why You Shouldn’t Make Big Moves Right Now.

There is nothing wrong with big banks stuffing marketing channels with 2026 predictions—it’s a fun, useful exercise—but there is little reason to do much more than read and reflect.

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Mary Ann Bartels: Tech and International Stocks to Rise in 2026

Sanctuary Wealth’s chief investment strategist expects a “’reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps.

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Is an AI Bubble Forming? Assessing Stock Market Risks and Lessons from the Late 90s.

Continued AI adoption and capex spending are likely to fuel further gains, but investors should be aware that a bubble may develop down the road.

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Cathie Wood Sells More Tesla Stock. Should You?

ARK Invest sold more Tesla stock. Tesla bulls shouldn’t worry, yet.

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