Market movements

JPMorgan, BlackRock and Morgan Stanley say the bond-market gains that have sent yields into a sudden tailspin are nothing to worry about.

To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

Advisors say they have concerns about an upcoming recession, according to a new survey.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

Advisors need to be willing to take a financial hit for clients

The drop in wealth was equivalent to the GDP of Italy.

“The reality is, in Washington, you have this massive amount of unpredictability,” a portfolio manager says.

Things haven’t been this bad since Richard Nixon’s presidency.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

The side effect of index reconstitution is well documented.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

The impact of a possible stock market decline, benefits of firm size and the breakaway phenomenon were debated at the Deals & Deal Makers conference.

Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.

This is about precision, accuracy and clarity because where we are in a market cycle is a pretty big deal.

The index climbed to record highs as investors grew increasingly confident global economic growth is accelerating.

But to get to where bulls think earnings are going, the economy would have to pull off a feat of strength that is unprecedented since at least 1937.