Investing


A Winning Week for Stocks Masks Trouble Below the Surface

“The market is entirely too complacent about downside risks,” says one observer. The troubles go beyond a few rough earnings reports.

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This EV Battery Maker With No Revenue Is Up 200% This Year. Insiders Are Selling Stock.

QuantumScape CEO Siva Sivaram and other executives at the battery maker sold shares last week.

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Vertex Pharma’s Stock Has Tumbled. Earnings Will Stop the Pain.

The growth for Vertex’s Journavax painkiller is just beginning to ramp up, given the potential size of the nonaddictive drug market.

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Boeing’s Road to Redemption—and a Higher Stock Price

CEO Kelly Ortberg has made the company investible again. Why shares could climb more than 25%.

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For Yield Seekers, Dipping Into Mortgage REITs Can Go a Long Way

So-called mREITs can sport high yields. But they’re quite complex, often volatile, and hard to predict. One safe strategy: indexed exchange-traded funds.

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Looking to Lower Your Tax Bill? Consider This Options Strategy.

Double down on high-conviction stocks that have stumbled, then sell the original shares after 31 days to realize a tax loss.

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This Stock Is One Way to Diversify Out of the AI Trade

The AI rally has many investors wondering where to turn in anticipation of its end. The medical-device maker is one solid option.

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Here Are the Books Financial Advisors Say Will Change Your Life

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative self-talk to redefining wealth.

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It’s Time to Go on the Defensive in This Market

Defensive stocks have been underperforming the market for too long—and they also look reasonably valued. Signs of a comeback are popping up.

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Cash Is Sending a ‘Sell’ Signal. What Stock Investors Should Do.

In aggregate, equity fund managers hold about 3.8% of their portfolios in cash, down from almost 5% early this year, according to Bank of America.

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60/40 Funds Are Staging a Comeback. Here Are 3 Solid Choices.

Slow-and-steady funds with a traditional 60% stocks/40% bonds mix are getting renewed attention for their recent outperformance. How to buy in.

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As Child-Care Costs Rise, More Parents Are Leaving Work, BofA Finds

The report found a drop in the number of households receiving multiple paychecks while making child-care payments in recent years.

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Hurricane Melissa Is a Reminder: Financial Advisors Need to Make Sure Clients Are Prepared

Extreme weather and rising insurance premiums have bolstered the need for disaster planning. Advisors can help.

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High-Quality Stocks Fumbled Without AI. Own Them Anyway.

Quality and value underperformed in the third quarter. But there’s more to the market than Nvidia and AI.

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How to Stay Invested in Stocks and Protect Yourself From a Bubble

If investors are overly optimistic about AI, the S&P 500 could suffer. It’s time to diversify into value, small-caps, and international stocks.

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Novavax, Core Scientific Get Activist Action

Activists also report to the SEC on Garrett Motion and Tetra Tech.

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Progressive Stock Got Hit After Earnings. It’s Time to Buy One of America’s Great Companies.

Concerns about growth have weighed on shares, but they now look like a bargain.

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The Stock Market Climbed to New Highs. Here’s What Can Keep It There—or Knock It From Its Perch.

The pressure is on top companies to keep reporting earnings that beat Wall Street’s forecasts—and failure to do so could be met with severe consequences.

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New Rate on Treasury I Savings Bonds Is Likely to Be Set Around 4%

That rate would be little changed from the 3.98% interest rate that has prevailed since May 1. 

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Microsoft Stock Has Barely Budged Since July. Earnings Are About to Change That.

A surge in cloud-computing earnings—and high-profile investments in AI—should help the company catch up with other tech leaders.

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Dividend Stocks Aren’t Just for Income Investors. Here’s Another Reason to Buy Them.

Investors use dividend-paying funds for portfolio diversification, viewing these companies as more trustworthy and better capital stewards.

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UBS’ Aileen Schruth Explains How She Built an Advisory Practice by Helping Clients Navigate Divorce

The private wealth advisor embraces her nickname, “Iron Lady,” and says she isn’t afraid of playing the “bad guy” in tough conversations.

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Government Shutdown Is Wreaking Havoc With Taxpayers’ IRS Requests

The agency is continuing essential functions such as revenue collection and criminal investigations, but day-to-day operations are dramatically slowed.

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America’s Largest Natural-Gas Producer Can Help Meet AI Energy Demand. Buy the Stock.

Expand Energy has an advantageous geographic footprint and multiple synergies flowing to its bottom line.

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