Wealth Creation Investing

Which Stocks Have Cyclical Price Patterns? Let’s get right to it! In this edition, we spotlight stocks that historically have risen by at least 4% over the next 4 weeks at least 80% of the time. Each stock has at least 5 years of trading history. MFM has risen by 4.46% over the next 4 […]

US stocks struggled for traction in morning trade, with early gains helped by corporate earnings reports evaporating by midday, and renewed concerns about the impact of the government shutdown on economic growth. Investors were weighing the potential economic impact of the standoff over funding for President Donald Trump’s planned wall along the Mexican border, which […]

The large number of mutual funds has little to do with serving your best interests. Below are three red flags you can use to avoid the worst mutual funds. The following presents the least and most …

TNA in the conventional funds business (not including ETPs and variable insurance products [VIPs]) declined $1.7 trillion from Q3 2018 to $17.732 trillion for Q4 2018. TNA in U.S. ETPs dropped 9 …

Raymond James’ headquarters near Tampa, Florida. Raymond James says it is buying an investment bank focused on deal-making in wealth and asset management, including RIA mergers: Silver Lane Advisors of New York, which also works in private banking, trust and fintech.   “Silver Lane is a strong cultural and strategic fit, which will grow our […]

Raymond James Financial has reached an agreement to purchase Silver Lane Advisors, a boutique investment bank that specializes in mergers and acquisitions involving financial services firms, including wealth managers. New York-based Silver Lane Advisors will keep its name and form a new Asset & Wealth Management group within Raymond James Investment Banking’s financial services practice. […]

Losses Across Asian, European and Wall Street Stocks International stock markets fell on Tuesday with losses first in Asia, then Europe, spreading to Wall Street as it opened later in the day. The catalyst for the negative investor mood was the IMF announcing it has cut its forecast for world global economic growth for 2019. […]

The Zacks Analyst Blog Highlights: salesforce.com, Amazon.com, Intel, NVIDIA and Microsoft More Mutual funds can be a safe investment option during troubled times. Schwab mutual funds might hog the limelight in the months ahead as these funds not only diversify your portfolio but also offer a combination of low expenses and low minimum investments. What […]

What’s the outlook for the stock market The US stock market is in for a ride in 2019 as the world’s largest economy faces a host of difficult issues, including a prolonged government shutdown, a crucial Sino-US trade truce and the prospect of a recession validated by a flattening yield curve and a relentless approach […]

This post was contributed by a community member. Last week, I came across another very good article from Morningstar. This great content was authored by Jeffrey Ptak. The title of the article is, “The Active Stock Fund Slump Explained.” As a reminder, there are two main types of mutual funds available on your company 401(k) […]