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The S&P 500 is crushing diversified funds. So if you didn't bet big on the U.S. stock index, 'then...
Fortune· 3 days agoIn one example, out of roughly 370 asset-allocation funds tracked by Morningstar Inc., just one has managed to beat the index since 2009. Diversified portfolios have still ...
Making Money in the Stock Market Can Be Easy, Even if You're Not Great at Picking Stocks
Motley Fool via Yahoo Finance· 4 days agoWhile there will inevitably be dips and bad years, tracking the S&P 500 is a solid way to grow your ...
3 No-Brainer Financial Stocks to Buy Right Now for Less Than $500
Motley Fool via Yahoo Finance· 3 days agoMeanwhile, online brokerages have made it easy for retail investors to build wealth through the ...
Stock market today: Hopes for AI and rates nudge Wall Street to records, even as most stocks fall -...
WTOP Washington· 8 hours agoMost U.S. stocks slipped Thursday, but hopes for coming cuts to interest rates and Wall Street’s...
Core Wealth Advisors Inc. Buys Shares of 5,810 Pacer Swan SOS Fund of Funds ETF|ETF (BATS:PSFF)
ETF DAILY NEWS· 4 days agoCore Wealth Advisors Inc. purchased a new position in shares of Pacer Swan SOS Fund of Funds ETF|ETF...
Bell & Brown Wealth Advisors LLC Purchases New Position in Microsoft Co. (NASDAQ:MSFT)
ETF DAILY NEWS· 5 days agoThe fund purchased 17,029 shares of the software giant’s stock, valued at approximately $6,404,000. Microsoft makes up 3.0% of Bell & Brown Wealth Advisors ...
CIBC Private Wealth Group LLC Decreases Stock Position in Sempra (NYSE:SRE)
ETF DAILY NEWS· 3 days agoThe firm owned 9,402 shares of the utilities provider’s stock after selling 1,426 shares during the period. CIBC Private Wealth Group LLC’s holdings in ...
Microsoft Co. (NASDAQ:MSFT) is Concentric Wealth Management LLC’s 2nd Largest Position
ETF DAILY NEWS· 23 hours agoConcentric Wealth Management LLC cut its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the Securities ...
Icon Wealth Advisors LLC Makes New $415,000 Investment in HubSpot, Inc. (NYSE:HUBS)
ETF DAILY NEWS· 2 days agoIcon Wealth Advisors LLC bought a new stake in HubSpot, Inc. (NYSE:HUBS – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 714 shares of the ...
Evercore Wealth Management LLC Purchases 919 Shares of Alphabet Inc. (NASDAQ:GOOGL)
ETF DAILY NEWS· 4 days agoThe institutional investor owned 841,532 shares of the information services provider’s stock after acquiring an additional 919 shares during the period. Evercore ...