Investments

  • A New Dow Milestone
    A New Dow Milestone

    Will there be a U.S. / China trade breakthrough?

    Will there be a U.S. / China trade breakthrough? Weekly market view from LMK Wealth management. Reprinted with permission. Visit www.lmkwealth.com Stock benchmarks were little changed for much of last week, but a rally occurred Friday after news broke that the U.S. and China could be closing in on the first phase of a new…
    read more
  • Why Financial Institutions are Banking on the Prepaid Card Market
    Why Financial Institutions are Banking on the Prepaid Card Market

    Virtually all transactions now conducted on your smartphone

    Digital wallets and prepaid cards are quickly taking over traditional banking as we know it. Gone are the days when consumers had to use cash or their credit card to make bill payments, order food and do their shopping.
    read more
  • Financial Institutions Take Note of Cannabis Market’s Glowing Potential
    Financial Institutions Take Note of Cannabis Market’s Glowing Potential

    The collective insight from the analysts signals that the cannabis industry is continuing to expand

    The rapid emergence of the cannabis industry has finally caught Wall Street's attention as numerous analysts have initiated their coverage on the marketplace. Notably, firms such as RBC Capital Markets, Cowen, Piper Jaffray, and Bank of America Merrill Lynch have all realized the growth potential of the industry.
    read more
  • Sustaining Resilience Amid Slowing Economic Growth
    Sustaining Resilience Amid Slowing Economic Growth

    US / China trade status a key influencer, as Asia poised to run the global engine

    Global growth remains weak and will slow over next two years. Last year marked the peak of the cycle, and our current forecasts for US and euro area growth of 1.6% and 0.9% in 2020, respectively, are below consensus.
    read more
  • Equity Plan Participants Average Nearly $100,000 in Vested Stock; Less Than Half Have Ever Sold or Exercised Their Shares
    Equity Plan Participants Average Nearly $100,000 in Vested Stock; Less Than Half Have Ever Sold or Exercised Their Shares

    Schwab Study: It's worth considering the value of equity compensation in the context of your overall financial picture

    According to new research from Schwab Stock Plan Services, the average vested value of U.S. workers’ equity compensation is $97,711 and the average total value of their equity compensation is $149,835.
    read more
  • Dow, S&P 500 Extend Win Streaks
    Dow, S&P 500 Extend Win Streaks

    Risk-Appetite Reemerges...

    Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE all ended the week with gains. Blue chips led the way, as the Dow added 1.22%.
    read more
  • Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals
    Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals

    Affluent financial well-being index finds only 3% have a modern financial plan

    Charles Schwab, Hong Kong, Ltd. (Charles Schwab Hong Kong) today announced the findings from its first Hong Kong Rising Affluent Financial Well-being Index. The study revealed the strong pressure that the rising affluent in Hong Kong are facing to support themselves and their family, as well as the need to have a comprehensive understanding of…
    read more
  • U.S. Corporate Earnings Confirm Pessimism of Wall Street Analysts
    U.S. Corporate Earnings Confirm Pessimism of Wall Street Analysts

    Three-Factor model gauges analyst sentiment, earnings trends and stock correlations

    Following a U.S. earnings hot streak that has persisted for 10 of the past 12 quarters through mid-2019, Wall Street analysts remained doubtful the trend would continue in the third quarter of 2019 and beyond...
    read more
  • The November Syndrome 2019… R U Ready?
    The November Syndrome 2019… R U Ready?

    Amid the tumult of trade-wars, impeachment and the interest-rate bouncing ball... the market hits an all time high

    by Steve Selengut

    Every fall, especially in volatile markets, like we've been experiencing recently, I encourage investors to think about some year-end strategies that can make the final calendar quarter a special time for all of us.
    read more
  • Northern Trust Sees ‘Tipping Point’ in Move to Outsourced Trading by Asset Managers
    Northern Trust Sees ‘Tipping Point’ in Move to Outsourced Trading by Asset Managers

    Evolving technology, cost pressures, and regulatory change are leading factors contributing to a new wave of outsourcing in the front office

    Asset managers face unprecedented pressure from shrinking margins, changing distribution models and regulatory challenges, driving the industry to the brink of its third major outsourcing wave since the 1980s, according to a new white paper from Northern Trust.
    read more
  • Market Pulse: More Historic Highs
    Market Pulse: More Historic Highs

    Jobs report, Fed rate-cut buoys traders

    A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve.
    read more
  • IMX Rises as Investors React to Earnings Season
    IMX Rises as Investors React to Earnings Season

    Cautious investors increased exposure to equity markets in October

    The Investor Movement Index® (IMXSM) increased to 4.84 in October, up 7.3 percent from its September score. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
    read more
  • Fed Rate Cut Survey & Commentary
    Fed Rate Cut Survey & Commentary

    Mixed consumer sentiment: The Fed knows how to grow the economy more than the president does

    In response to the Federal Reserve cutting its target rate for the third time this year (and since the Great Recession) on October 30, the personal-finance website WalletHub today released the results of a new Fed Rate Survey gauging consumer sentiment on the matter.
    read more