Movatterモバイル変換


[0]ホーム

URL:


ForbesMoneyInvesting

Investing

$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

BySergei Klebnikov,

Forbes Staff

Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.

More From Investing

article image

How To Financially Weigh Buying A Condo Versus A Single-Family Home

Many investors face the decision between purchasing a condo for a smaller upfront cost and a single-family home for a larger upfront cost. Here are some factors to weigh.

ByCicely Jones,

Contributor

article image

Unfazed By Fears Over AI Job Cuts, Blackstone Is Building A 450-Person Private-Wealth Army As It Eyes $1 Trillion

With $302 billion in retail assets and AUM up 27% in two years, the world’s largest asset manager is racing to make private markets mainstream for individual investors.

BySergei Klebnikov,

Forbes Staff

article image

AI Took A Bite Out Of Software Stocks (Here’s Our Dividend Play)

The recent plunge in software stocks is another reminder that AI is rattling through the economy, setting off rapid change and disruption wherever it goes.

ByMichael Foster,

Contributor

article image

The SaaS Apocalypse Or The SaaS Evolution?

$300B fled software stocks—but data gravity protects Microsoft and Oracle as they become rising AI factory leaders.

ByJon Markman,

Contributor

article image

SpaceX, Not Tesla, Will Make Musk A Trillionaire

Elon Musk’s net worth is increasingly driven by SpaceX and Starlink — not Tesla — positioning him to become the world’s first trillionaire.

ByJoel Shulman,

Contributor

article image

Has Wall Street Finally Thrown In The Towel On Target?

Once a Wall Street favorite, Target is struggling with shrinking sales, analyst downgrades, and brand erosion despite a $5B recovery plan.

ByGreg Petro,

Contributor

article image

The Brutal Pace Of AI That Just Wiped $300 Billion Off Software Stocks

AI agents require 100x more inference compute—$700B in 2026 capex makes Nvidia, Broadcom, and Arista the winners.

ByJon Markman,

Contributor

article image

Dividend Bargain Hunter: 4 Cheap Stocks Paying Up To 9.2%

The broader market is expensive right now. Price-to-earnings (P/E) ratios in the 20s and even 30s and higher are the current “norm.”

ByBrett Owens,

Contributor

article image

How The 'Bitcoin Bust' Could Boost High Yield CEFs' Profitability

We need to talk about this bitcoin plunge. I know, I know. We’re income investors, so why we need to talk about crypto at all, right? Two reasons.

ByMichael Foster,

Contributor

article image
From the March 2026 issue

How To Turn The Riskiest Junk Bonds Into A Top Performing Fund

Artisan Partners’ Bryan Krug has a knack for collecting high coupons without suffering the usual damage to principal.

ByWilliam Baldwin,

Senior Contributor

article image

Anthropic: The $380 Billion Powerhouse Hiding In Plain Sight

Anthropic hit $14B revenue run rate with 10x annual growth—500 enterprise clients prove this $380B valuation is real.

ByJon Markman,

Contributor

article image

What To Expect At The Fed With Warsh As Potential Chair

If approved as Chair, Kevin Warsh may bring a narrower remit to the Fed with less forecasts and disclosures.

BySimon Moore,

Senior Contributor

article image

From Oil To Global Sports: Saudi Arabia’s 2030 Push

audi Arabia’s Vision 2030 is driving economic growth, rising homeownership and record-low unemployment, as global sports investments reshape its role on the world stage.

ByRobert Daugherty,

Contributor

article image

2 Triple Net Lease REITs Set To Gain As Interest Rates Tick Lower

Real estate investment trusts (REITs) tend to shine when there is a lid on interest rates. And that rate top is secure, for reasons we’ll review shortly.

ByBrett Owens,

Contributor

article image

Workplace Impact Of AI: Evidence From An 8-Month Study Of 200 Workers

Harvard research shows AI adds work volume, not job cuts—IBM's Watsonx and 22% data growth capture the capacity shift.

ByJon Markman,

Contributor

article image

New AI-Managed ETFs Remove Human Stock Pickers Entirely. Here’s What That Means

Most active fund managers can’t beat the S&P 500 over time. Now AI wants the job. Here’s what the research actually shows.

article image

The Landlord Economy: Why Microsoft Survives The Compute Crisis

Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.

ByJon Markman,

Contributor


[8]ページ先頭

©2009-2026 Movatter.jp