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Mar 22, 2019

Jim Welsh of Smart Portfolios said he expects the market to reach a near-term high -- propelled by a window-dressing rally as fund managers try to make their portfolios look like winners with moves at the end of the first quarter -- but that the optimism that comes with that move will also bring about the rally's end...


Mar 21, 2019

Stan Haithcock, also known as 'Stan the Annuity Man,' said investors should be wary of sales pitches for indexed annuities, which are advertised nationally but regulated by states, leaving consumers hearing 'potential, hypothetical, theoretical back-tested, hopeful, non-guaranteed, agent-created return scenarios' about...


Mar 20, 2019

David Jilek, chief investment strategist at Gateway Investment Advisers, said that bonds may not be the best way for investors to reduce risk in the current market, given where we are in the interest-rate cycle. Also on the show, Jeff Kelly, Jimmy Hausberg and Ray Baraldi of HighTower Advisors discuss whether...


Mar 19, 2019

Rich Guerrini, chief executive officer at PNC Investments, said that investors should recognize that they are nearing the end of a growth cycle -- though he does not expect that cycle to end until 2020 or later -- and that there is real risk behind current events, but he warned against being spooked out of the market...


Mar 18, 2019

Terri Spath, chief investment officer at Sierra Investment Management said that the market has plenty of current opportunities, but investors will be better served being selective and picking specific securities rather than buying indexes, noting that the market tends to 'take the escalator up, but the elevator down'...