Daily Posts Archive

Thanks to the stock markets’ great recovery since 2009, individual investors have returned to buying stocks at a rate not seen since the third quarter of 2007. According to the Federal Reserve’s Z.1 Release in October 2014, households now have 35% of their assets—or $13.3 trillion—invested in the stock market.

Last summer, a little over nine months ago, I wrote a Cabot Wealth Advisory column about how confusing—and often subjective—the ratings issued by Wall Street analysts can be. In the column, I listed eight companies whose shares had been recently upgraded. Recently, I decided to go back and see how those stocks have performed since last July.

I’ve been writing about investing for a long time. And I know that there are many of you out there who have been reading about investing for every bit as long. Or longer. What I have concluded about the process of writing about investing is that there is really nothing new to say. While there may occasionally be a new wrinkle—like yieldcos—the basic principles are still the same.

Last week’s Wall Street Journal had a story on the growing use of social media among investors.

Here are a few options that you have to get a safe return on investment that will allow you to retire without worrying about burning up your capital.

First Solar was one of our biggest winners ever back in 2007 to 2008, but honestly, we’ve never found much to get excited about from the company in recent years.

SS&C Technologies (SSNC) offers a wide range of software products and related services that address front-office functions such as trading and modeling, middle-office needs such as portfolio management and reporting, and back-office operations such as accounting and performance measurement. The company’s more than 7,000 clients include banks, hedge funds,...

The heart of earnings season is upon us, and the release of these important quarterly reports brings potential volatility for stocks of companies that are reporting their numbers.