BySergei Klebnikov,

Forbes Staff

ByAndrew Rosen,

Contributor

ByWilliam Baldwin,

Senior Contributor

BySergei Klebnikov,

Forbes Staff

BySergei Klebnikov,

Forbes Staff

BySergei Klebnikov,

Forbes Staff

Thanksgiving Investing: Avoid The Turkey Trap In Magnificent 7 Stocks

Discover how investor psychology, the ‘turkey problem,’ and Magnificent 7 stocks reveal hidden risks and opportunities in today’s market.

Should You Retire At 62? It Depends On These 5 Key Factors

Should you retire at 62? It may depend on what's right for you, not just because you've hit a specific age.

Finding Bargain Stocks In AI’s Shadow

Like other value investing dinosaurs, $35 billion Hotchkis & Wiley made its name filling its funds with cheap, unloved stocks. Here’s how manager David Green is keeping the old-school philosophy alive in a market dominated by a handful of AI giants.

Classic Bearish Head-And- Shoulders Patterns In Today’s Stock Market

The head-and-shoulders pattern is the classic bearish indicator when it comes to analysis of price charts.

5 Forces Sinking Stocks: AI Capex, Fed Doubts, Recession Risk

Discover why stocks are sliding: recession risks, Fed uncertainty, and massive AI spending are reshaping market optimism and technology sector fortunes.

How To Dodge The Sequence Of Returns Trap In Retirement

The risk of poor returns early in retirement could spoil the whole thing - how can you mitigate the sequence of returns trap in retirement?

The Eagerness Of The Perpetual Dip Buyer Is A Problem: Here’s Why

The bubble psychology finds its way into the system and gets stuck on...it’s best to just keep doing what’s worked recently.

The View From The Summit: Finding Purpose After Your Business Exit

Selling your business is only the beginning. Here’s how to handle the emotional, psychological, and purpose-driven transition that follows.

Breaking Glass Walls: Rewriting The Rules Of Women And Wealth

Instead of imagining power as something earned only through upward mobility, it’s time to rethink influence as something that can expand horizontally.

Unlocking Growth: How Trade Finance Fuels Middle Market Business

How alternative investments can be used to compliment market investments and counteract market volatility.

The Mag 7 Stocks Are Not As Magnificent As They Used To Be

It’s been a handy moniker for business journalists: you could refer to the Mag 7 and ignore most of the other stocks.

Warren Buffett’s $10-Per-Click Regret: Missing Out On Google

Buffett revealed his regret missing Google after GEICO’s success—and how Berkshire’s new Alphabet investment marks a turning point in its tech strategy.

Protecting Your Collection Without Breaking the Bank

Security isn't about spending more, it's about thinking smarter. A well-organized, discreet collector with photos, receipts, and basic safeguards is far better protected than someone with a vault but no documentation.

How To Love The Planet And Make Money

The anti-carbon movement is losing steam. That hasn’t stopped Pictet, a large Swiss money manger, from finding clean-energy stocks that pack some power.

Avoiding Common Retirement Planning Traps

There are several traps you may fall into while planning for your retirement.

A $3 Billion Wells Fargo Team That Focuses On Aging And Holds Family Webinars

The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management.

This $7.5 Billion Morgan Stanley Team Says Over-Concentrating In AI Is A Big Risk

With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio management and family-office service.

This $3.2 Billion Merrill Team That Is Not Rushing Into Alternatives

The Indianapolis-based Payne & Mencias Group manages money primarily with individual stocks and bonds, aiming for cash-rich, tax-efficient portfolios—and steady guidance through every cycle.

A $3.3 Billion Merrill Team Trying To Preserve Sweat Equity Wealth In Upstate New York

SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and client education.

4 Gold And Silver Smaller Caps That Get Less Attention

Gold stocks with smaller capitalizations receive less interest in the financial media even though some have decent valuations and remain in general uptrends like...