Investors Seek an Edge By Using Technology That Reads Between the Lines

Ever since British economist John Maynard Keynes first declared that investors are prey to people’s urge to act, however irrationally, the financial world has tried to quantify the impact of public sentiment on stock prices. Solving the puzzle would give investors in the know a huge advantage over the competition. Over the past decade, one […]

The Party’s Almost Over, Say High-Yield Bond Investors

The high-yield party has been raging. But investors who stick around may have one heck of a hangover. In recent weeks, the difference in yields between high-grade investment or government bonds and low-grade, high-yield corporate bonds dropped to 375 basis points. Often called junk bonds, companies with low credit ratings issue high-yield bonds for access […]

Stock Buybacks Drop May Mean More Market Volatility

Companies aren’t opening their wallets as wide as they used to for stock buybacks. They reined in buybacks in the first quarter of 2019, according to a Fortune analysis of data from the S&P Dow Jones Indices. The amount put into repurchasing shares was $205.8 billion, a 7.7% drop from the $223.0 billion spent in […]

Worried About Recession? Here are 3 Ways Investors Can Decrease Stock Market Risk

How much can you handle? Determining how you invest should always begin with an assessment of your risk profile. That’s typically a combination of your time horizon and willingness, ability, and need to take risk in your portfolio. Ability and need require some planning around your goals, current financial circumstances, age, income, family situation and […]

Charles Schwab CEO: Actually, We’re Killing It With Millennials

At 58, Charles Schwab CEO Walt Bettinger is demographically a baby boomer. Sartorially, too: Speaking to a casually dressed, tech-oriented crowd at a beachside resort on Wednesday, he joked, “I fit in really well with my suit and tie.” But in an onstage interview at Fortune’s Brainstorm Finance conference, Bettinger disputed the conventional wisdom that […]

When the Next Recession Hits, 4 Good Things Could Happen

Unless the GDP suddenly falls off a cliff, next month will mark the longest economic expansion U.S. history, surpassing the period from March 1991 to March 2001. Expansions don’t die of old age but eventually excesses will build in the system which will inevitably cause another economic contraction. No one knows when exactly that will […]

This Pot Company Stock is Now More Popular Than Apple Among Millennials

An Apple a day may keep the doctor away, but millennials want weed. Millennial investors just made Aurora Cannabis the most popular trade on investment app Robinhood–beating out tech giant Apple. Aurora Cannabis recently ranked No. 1 on Robinhood’s list of the top 20 most-held stocks on the trading platform–compared to Apple, which now ranks […]

These 3 Socially Conscious Strategies Can Boost a Company’s Bottom Line

The stocks of strong corporate citizens generally outperform their rivals over the long term. For socially conscious investors, that raises a chicken-and-egg question: Do companies that perform well by ESG measures (or the practice of evaluating and screening companies based on their environmental, social or governance efforts) beat the market because they’re already well-run? Or […]

You Can Now Invest in a “Racial Justice” Index Fund

Asset management platform OpenInvest is at the intersection of two of the most prevalent trends in the financial world today. Not only is the company a fintech startup, but it’s also specifically focused on “impact investing” and making it easier for people to invest in companies that meet environmental, social, and governance (ESG) criteria. Now, […]