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updated Sat. March 24, 2018

Jolyne Caruso didn't set out to connect families with impact investments when she founded the Alberleen Group eight years ago. Caruso's Wall Street and hedge fund experience had led her to a different idea--creating a firm to incubate specialized teams of investment bankers focused ...
And for one that Steve Jobs famously called a feature, and not a company, it certainly was an uphill battle to convince the world that it was worth even the $10 billion its last private financing round set. It's now worth more than that, but that follows a long series of events, including an increased focus ... Houston

Particularly sensitive, as reflected in major selling after a headline, was the potential for China to reduce holdings of Treasuries. Analysis of this dynamic is poor, with most focused on the eventual owners of debt rather than the market dynamics. Looking more carefully at Treasury market dynamics is ... Houston
The right type of fund depends on an investor's time horizon and risk capacity. For instance, an investor can find long-, intermediate- and short-dated muni funds; it's sensible to match the fund's time horizon to your own. Investors who have more short-term investment goals or those who expect rates to rise ... Houston
Investors back the AT&T/Time Warner argument because key media, telecom, and cable stocks are down in the past year and fetch below-market multiples, while upstarts Netflix and Amazon are up sharply. Time Warner investors ultimately might do better if the transaction is blocked because the company's ... Houston
"This is going to benefit income-oriented investors. What we're going through now is part of the process to get there." When it comes to your long-term investments, financial advisors generally will tell you not to let those market jitters steer you off course. "We are biologically wired to react, to steer ourselves ... Houston

The Japanese yen has rallied 7% against the U.S. dollar, from a high of almost ¥113 to just its lowest level since November 2016, when the buck shot up following the result of the U.S. presidential election. But the yen rally could be far from over, said Ashraf Laidi, head trader and strategist at InterMarket ... Houston
“Rules Don't Apply” was Warren Beatty's return to the screen after a prolonged absence. It was a dud at the box office, but it's enjoying a second life in court, where its big-shot investors are fighting over who is to blame for its failure and who should pick up the tab. In the latest salvo, a group of investors ... Houston
And would a retail investor truly know when a company is undervalued or overvalued? If a company is undervalued that would mean that the market is not recognizing the true value of a company, or the market makers are overreacting to current conditions, perhaps severely punishing the company's stock ... Houston
By using the ModernGraham Valuation Model, I've screened the 900+ companies reviewed by ModernGraham to select five midcap undervalued companies for value investors. Each company has been determined to be suitable for either the Defensive Investor or the Enterprising Investor according to the ... Houston
But, according to prosecutors, Fazeli never actually purchased the tickets, instead using the money from investors on gambling and gambling debts at the Aria and Bellagio casinos in Las Vegas, among other personal expenses. “A large portion of investor funds were used for the personal benefit of Fazeli, ... Houston
Early-stage startup founders will introduce their game-changing innovations to the world, and investors will look to finance them. CrunchMatch simplifies the connection process, and the only way to access the service is to purchase Founder, Investor or Insider Passes. Don't miss out. Buy your passes today ... Houston
"For us, going public has never really been about the pomp or circumstance of it all," Daniel Ek, Spotify's CEO and founder, said at an investor event ... The lockup agreement is intended to help stabilize the stock by preventing employees and early investors from dumping shares immediately after a ... Houston
“Equities are edging up this morning as investors are in bargain-hunting mode. The strong finish in Asia overnight has encouraged dealers to buy back into the market. That being said, there still is political and economic uncertainty surrounding the U.S. For now, investors are viewing no news as good news ... Houston
Instead, they scrutinize 10-Ks, 10-Qs and earnings call transcripts, looking for a company with a "structural economic advantage that it can exploit for a long period of time." Next, they have in-depth discussions with the CEO, the CFO, or investor relations, as part of a due diligence effort that usually takes ... Houston
Portland's been a darling for commercial real estate investors over the past few years. And according to a new report from CBRE, that's not likely to change anytime soon. The results of the CRE giant's 2018 Americas Investor Intentions Survey found Portland, for the first time, cracking the top 10 list of the ... Houston
More than 25 percent of all trading at the NYSE happens after 3:30 p.m. ET, the final half hour of trading, The Wall Street Journal reported. The data signals liquidity is at its highest at the end of the day, meaning investors can buy or sell large amounts of shares with a lesser likelihood of causing a big move ... Houston

“Investors who wish to protect their portfolios against the risk case of a full-scale trade war should ensure they are not overexposed to export-oriented equity regions (Germany, Japan) or sectors (machinery, car manufacturing), and ensure adequate global diversification, including assets in the U.S., where ... Houston
American investors across five decades, between 30 and 79, are optimistic about their finances, even though they have faced challenges, Ameriprise Financial learned in a survey of individuals with at least $100,000 in household investable assets. Ninety-five percent said they feel confident about their ... Houston
Stocks rose in the morning as investors looked for a rebound from the previous day's losses, but with European leaders warning about the risks of trade disputes, indexes gradually headed down. Boeing and other industrial companies, including airlines and defense companies, took some of the worst ... Houston
While experienced financial professionals generally take such developments in stride, how can their clients protect themselves from their own emotional reactions? The best way to avoid irrational decisions as an investor is to turn off the financial news, said certified financial planner Rick Waechter, founder ... Houston
Amid a debate about the weapons regulations, Dick's ended sales of assault-style weapons, while the country's largest retailer, Walmart, raised the minimum age of such purchases to 21. Yet, firms like Walmart—better known for its back-to-school supplies and low prices—may still be keeping a growing ... Houston
... every bullish investor's head can trigger a huge drop instead. That's what happened to Universal Display in February. The technology researcher crushed Wall Street's targets in the fourth quarter but followed up with modest growth projections for the new fiscal year. Universal Display investors took it on ... Houston
Gogo Inc. GOGO, +0.00% announced Monday that Chief Executive Michael Small has stepped down from his position immediately, by "mutual decision" between the executive and the company. He will be replaced by Oakleigh Thorne, whose family business, Thorndale Farm LLC, is the largest investor in ... Houston
From its low point of the day to its high, the S&P 500 index carried investors through a swing of 1.9 percentage points. It's the fifth straight day with a gap of more than 1.5 percentage points, as trading has become much more wild since the market's placid, record-setting run from 2017 into January. During ... Houston
I am a small investor, nearing retirement. As with most small investors, I have struggled with what and when to buy, finding the time to do the research, sticking with a plan and not letting emotions influence my decisions. My personal preference is to own a portfolio of mutual funds and ETFs and make ... Houston
It wasn't a conscious choice by BlackRock; because BlackRock is the largest index investor in the world and gun makers are included in various indexes, it owns large stakes in American Outdoor Brands; Vista Outdoor; and Sturm, Ruger by default. None of its actively managed funds — in which a manager ... Houston
US inflationary pressures are developing that could be destructive. Investors need to seek protection quickly. But how? For municipal investors, some inflation strategies fall short, leaving portfolios at risk. To be sure, not everyone is convinced that inflation is a serious concern today. In fact, until a January ... Houston
The market was intrigued by the move as Teva doesn't appear to be a typical company that Warren Buffett, the investor widely regarded as the world's greatest, would be interested in. Hence ... In this article, I sought to discuss the moves by the other institutional investors on Teva, as well as Mylan (MYL). Houston
While investing in companies based on their treatment of women is not new — the first so-called gender-lens fund appeared in the 1990s — the current spotlight on women in the workplace and equality has spurred renewed interest from retail investors. Options for putting that money to work have ... Houston
After President Trump signed the Republican tax cut into law, companies put out cheery announcements that they were giving workers bonuses because of their expected windfalls from the tax reductions. The president and Republican lawmakers quickly held up these news releases as vindication for their ... Houston
Many investors continue to believe that the investment risk correlates with the company's price per share. They believe that the lower the price per share, the higher the investment risk. As a result, many investors continue to avoid the penny stocks and focus on the non-penny stocks instead. The penny ... Houston
With those events in mind, what's the next move for investors? ... today's [Tuesday's] selloff, in part, reflects investor expectations that reset investment levels were sufficient to drive both bricks-and-mortar and e-commerce ... Still, Walmart has become known for surprising investors negatively in recent years. Houston
But for some companies, the activist employees and outside advocates aren't sufficient to affect change. And so enters the socially responsible investor. “The investor voice is super powerful. These companies aren't used to hearing from investors on workplace issues,” said Pat Tomaino, director of socially ... Houston
The Arora Report precious metal ratings are used by bullion dealers, jewelers and investors across the world. Here are our current ratings that take into account not only the rewards but also the risks. The goal of every investor ought to be to generate high-risk adjusted returns, i.e., returns in excess of those ... Houston
Quizzes that purport to test risk tolerance are often ineffective, since they don't really put investors under actual stress. Fear is a greater motivator than greed. In good times, few check in on how investments are doing. In bad, they swamp advisors with panicked calls. For happy investing, develop a real ... Houston
Cornell University College of Veterinary Medicine recently announced results from a clinical study evaluating cannabinoids in dogs with osteoarthritis and multi-joint pain. The study found that dogs that received a hemp oil blend showed significant improvement over those that received placebo. A similar ... Houston
In addition, the fact that the company is covered by only 2 analyst indicates that it is yet to become popular amongst large sell-side institutions. Low coverage stocks like LAC tend to be favourite picks of legendary investor Peter Lynch, who used to cash in on the rally supported by institutional buying as the ... Houston
"We never anticipated this number of companies, investors or would-be investors, governments, to be so enthusiastic about taking part," Al-Abadi said, in reference to an international conference held last week in Kuwait for the rebuilding of Iraq. "This is a sign that there is a trust with Iraq. There is a trust that ... Houston
Something difficult was made too easy and tempting through the creation of tools for speculation. In the aftermath of the recent market correction, there is a lot of news about the VIX, popularly known as the market's "fear gauge." I update the VIX along with actual market volatility each week in my WTWA ... Houston
Here's a fun idea: let's debunk the myth that there are "traders" and "investors" and nothing in between. That's an unfortunate distinction that discourages information gathering and thereby leaves folks less informed than they otherwise would be. I'll use this month and 60/40 portfolios as an example. Houston
Carillion's investors fled the failing company as it headed for disaster, according to MPs. The construction firm's ... "On the other hand, investors were fleeing for the hills, and it appears those who looked closest ran fastest," Mr Field said. It has emerged that one leading investor - Kiltearn Partners - considered suing Carillion. Houston
But many Facebook users-turned-critics — including early investors like Roger McNamee, former employees like Chamath Palihapitiya and even celebrities like comedian Jim Carrey — are demanding more accountability from Zuckerberg. And perhaps they should, given that Zuckerberg said last summer ... Houston
Multifamily real estate investor Bryan Green snapped up another Town of Tonawanda apartment complex Thursday, adding to a cluster he already owns on Sheridan Drive and Englewood Avenue. Green, through Matlis Four, paid $820,000 to acquire 614 Englewood from Frank Ventura, who has owned it ... Houston
Jonathan Miller, head of UK manager research at Morningstar, said the miners had attracted attention in the early 2000s in line with interest in emerging market growth, but were now stuck in the "unloved camp" as investors bearing the memory of the financial markets crash avoided the most highly cyclical ... Houston
The Commodity Futures Trading Commission (CFTC) warned investors this week to avoid “pump-and-dump” schemes, which can be particularly effective in the thinly traded digital currency world. "Pump-and-dump schemes long pre-date the invention of virtual currencies, and typically conjure the image of ... Houston
Reliving the past is not an option, but retesting trades is thanks to TD Amertrade's backtesting tool geared toward more active traders. Called thinkorswim OnDemand, the stock backtesting tool enables investors to retest their previous best trading days to evaluate their skills and potentially apply the lessons ... Houston
“Vanguard investors are sticking to their long-term investment plans and tuning out the noise of the stock market volatility of the past few weeks,” the firm wrote in a news release. Citing data from its own Center for Investor Research, Vanguard added that “over the six-day period from Feb. 2 through Feb. Houston
An impressive 84% of UBS investors say last week's market dip was “temporary” and “not indicative of recession” and 86% say “economic fundamentals are still strong,” according to a UBS “Investor Watch Pulse” survey released Friday. Still, 80% of those surveyed believe the market will be more volatile ... Houston
So it's looking rather hunky-dory again for the stock market, as a three-day weekend nears. The worried-about-inflation story has “largely been priced in, and now the market is responding more constructively to these strong economic headlines,” says CrackedMarket's Jani Ziedens. Except a whole host of ... Houston


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