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Opportunities outside of the top performers. It’s no secret that a small number of stocks
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Topics
Opportunities outside of the top performers. It’s no secret that a small number of stocks
Positive earnings surprises are back on track. With more than 90% of the companies in
While inflation remains sticky in areas like services and housing, Mike sees an opportunity to
Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently
Stocks have had a habit of gaining ground no matter who becomes President. Regardless of
Buyers need lower rates to get back in the game. In anticipation of the Fed’s
Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s
Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of
The stock market is two years (and counting) into a bull market. Last Saturday marked
Lowest spreads in nearly three years Want more evidence that the U.S. economy is in
It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks
Which sector has been leading the rally so far in 2024? One market sector has
Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the
Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific
Here’s how stocks may perform for the rest of 2024 As the fall harvest season
Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about
Best week of 2024 for the S&P 500 After a brief summer slump and a
U.S. company profits continue to impress. Earnings season is in the home stretch, with more
The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing
Market volatility spikes—but how much should you worry about it? The first full week of
A growing number of stocks are having their moment in the sun Everybody loves a
Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon?
Six more months! Six more months! Investors cheered as stocks ended the second quarter last
Is the seventh month of the year a stock investor’s best friend? While scorching temperatures
Are there potential opportunities beyond the handful of big stock market winners? The equity market
Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers
Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s
Should investors consider opportunities in global stocks? We believe international stocks could deserve a place
Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is
Finding a balance between growth potential and low-risk investments can be essential for long-term retirement
Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending
It’s a big week for news from corporate America. Earnings season is in full bloom,
Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused
Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist
Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting
Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week,
First-quarter returns suggest the market may have more to give. Stocks went out like a
Derivatives can be effective when you know what you’re buying or selling. Covered call option
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut
Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his
Prices of many services are heating up again. Last week, we learned that the Fed’s
Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and
The economy and inflation are lining up as investors hoped they would. All eyes were
It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of
While some headlines focus on credit card debt alone, Head of Research & Product Development
Value and growth index fund investors may be surprised by their returns last year. Investors
How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems
Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit
Most stocks have been laggards this year, but that could be starting to change. It’s
Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of
One active approach to risk management is currently beating the market. Risk management can be
The end of Fed rate hikes suggests good things for equities. The stock market’s surge
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices
Historically, the 9th month of the year hasn’t been kind to investors. “April is the
Other market sectors are showing signs of life. The S&P 500 continued its winning streak
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think
Will six months of returns cause you to forsake global diversification? While it’s true that
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those
With the oldest baby boomers over eleven years into retirement and the oldest Generation X
The housing market is the latest economic indicator to light up the charts? One of
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors
The positive surprises in the labor market just keep on coming. Job creation in the
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health
What tools can investors use to fight longevity risk in retirement? Many retirees today probably
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government
Chip stocks have come out swinging to start 2023 In what could be a harbinger
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength
In the wake of a bruising 2022, investors seem to have decided that “risk on”
Put “protection” has come up short lately—but there’s a better way. Put options are often
Up is down, and down is up Two key components of the equity market—growth stocks
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along
Could bond investors find the next few months to be “the most wonderful time of
Categories
Topics
Opportunities outside of the top performers. It’s no secret that a small number of stocks in the S&P 500 have been largely responsible for the
Positive earnings surprises are back on track. With more than 90% of the companies in the S&P 500 index reporting their earnings results, we now
While inflation remains sticky in areas like services and housing, Mike sees an opportunity to navigate this complexity. He spotlighted healthcare as a potential hidden
Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently leading over internationals, but inflation concerns are real. Head of
Stocks have had a habit of gaining ground no matter who becomes President. Regardless of which candidate emerges victorious, historically, investors have generally come out
Buyers need lower rates to get back in the game. In anticipation of the Fed’s rate cut last month, more would-be homebuyers applied for mortgages.
Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s strong economic growth, with the Atlanta Fed’s GDP forecast at
Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and
The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.
Lowest spreads in nearly three years Want more evidence that the U.S. economy is in good shape? Just take a look at the junk bond
It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement
Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not
Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds
Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the
Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard
Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming
Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up
U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index
The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing fears that July’s slowdown in hiring could spark a recession.
Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%
A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in
Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks
Six more months! Six more months! Investors cheered as stocks ended the second quarter last Friday up 4.3%. . . and 15.3% for the first
Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors
Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series
Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers are increasingly deciding to stay put —which could help further
Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s
Should investors consider opportunities in global stocks? We believe international stocks could deserve a place in many investors’ portfolios because they can potentially add diversification
Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds
Finding a balance between growth potential and low-risk investments can be essential for long-term retirement income. Head of Research & Quantitative Strategies Mike Dickson, Ph.D.,
Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending power: Consider sticking with stocks. One of our core beliefs
It’s a big week for news from corporate America. Earnings season is in full bloom, with roughly half of the companies in the S&P 500
Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused oil prices to briefly spike last week before reversing course
Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist expectations at 0.7%, with February figures revised higher to 0.9%
Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting from planning for nearly seven rate cuts to less than
Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week, on the heels of reports showing both a robust jobs
First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd
Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of
Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his expectations of Fed rate cuts, investing in a high rate,
Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by
Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s
The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first
It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday as the S&P 500 notched its first record-high close in
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be
While some headlines focus on credit card debt alone, Head of Research & Product Development Mike Dickson, Ph.D., provides a different perspective on how the
Value and growth index fund investors may be surprised by their returns last year. Investors commonly own both value and growth stocks to diversify their
How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems to be. Many investors this year have been hungrily eyeing
Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit Card Debt Hits New Record” “Americans Are Drowning in Credit-Card
Most stocks have been laggards this year, but that could be starting to change. It’s no secret that a minute group of tech stocks has
Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required
One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has
The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that
Historically, the 9th month of the year hasn’t been kind to investors. “April is the cruelest month,” wrote poet T.S. Eliot—who, we assume, didn’t own
Other market sectors are showing signs of life. The S&P 500 continued its winning streak in July and is up more than 20% in 2023.
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think the S&P 500’s low volatility these days means all is
Will six months of returns cause you to forsake global diversification? While it’s true that “the market” is up for the year, it’s really a
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a
With the oldest baby boomers over eleven years into retirement and the oldest Generation X members just eight years away, we now have over 135
The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors cheered last week as the S&P 500 broke free of
The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic approach to portfolio management can provide investors the potential to
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list of regional banks that have
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market strength in the coming months.
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we
What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit “Right Back Where We Started
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government bonds has pushed yields to their lowest levels in months—and created
Chip stocks have come out swinging to start 2023 In what could be a harbinger of things to come for the markets, semiconductor stocks are
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength in the real estate market this week is the latest
In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this year. Case in point: High-beta
Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against
Up is down, and down is up Two key components of the equity market—growth stocks and value stocks—are looking significantly different as 2023 gets underway,
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along the way can potentially result in more wealth. One
Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of