Equities

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

"People want to chase gains," an adviser says of clients.

The fresh equity records also came as American companies ended a five-quarter profit slump.

Stocks added to gains that pushed four major equity benchmarks to simultaneous records for the first time since 1999.

Advisers say clients have become much more hesitant about making new investments.

"This has caught a lot of people off guard. We're all very surprised," said Karl Goody, a private wealth manager at Shaw and Partners.

Advisers and clients stockpile cash while waiting for better buying opportunities.

Good dividend stocks can pay back their cost if held long enough.

During the dotcom craze, the conversation was about retiring before age 50. Today, it’s about working until age 80.