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Shifting to value stocks just in the nick of time

Signals are flashing that growth stocks are giving way to value strategies Without officially admitting or denying that growth stocks’ decade-long run has come to a close, some financial advisers and market watchers are giving a committed nod toward value stocks as the next train to ride. Last week at Charles Schwab Corp.’s annual conference in San Diego, Jeffrey Kleintop, Schwab’s chief global investment strategist, pegged the shift in momentum from growth to value to the inverted yield curve, which […]   Read More
Date: April 23, 2020

Federal Reserve cuts rates 1/4 point

FOX Business’ Edward Lawrence reports on the Fed also signaling a pause for future rate cuts. Former Dallas Fed adviser Danielle DiMartino Booth, Bulltick Capital Markets’ Kathryn Rooney Vera, former JPMorgan Chase chief economist Anthony Chan, Heritage Capital founder Paul Schatz and FOX Business’ Charles Payne discuss the American economy as a whole.   Read More
Date: April 23, 2020

Stock trading halted as markets sink

Yahoo Finance’s Brian Sozzi, Alexis Christoforous, and Jared Blikre break down the latest market action amid coronavirus fears with Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, and Paul Schatz, Heritage Capital President.   Read More
Date: April 23, 2020

Stock futures slump on Trump’s travel bans

Yahoo Finance’s Brian Sozzi and Alexis Christoforous take a deep dive into the market action with Heritage Capital President Paul Schatz and Nuveen Chief Market Strategist Brian Nick.   Read More
Date: April 23, 2020

Forecast survey: Expect Fed to slash interest rates near zero in 2020 to battle coronavirus fallout

The Federal Reserve’s first emergency rate cut since the 2008 financial crisis likely won’t be the last reduction this year, according to the nation’s leading U.S. central banking experts. The Fed is widely expected to trim interest rates by half a percentage point – matching the size of its unscheduled March 3 cut – when it concludes its next two-day meeting Wednesday, according to economists polled for Bankrate’s March 2020 Federal Reserve Forecast survey. After that, the Fed is largely […]   Read More
Date: April 23, 2020

Stocks close little changed, IBM leads tech shares higher

Stocks ended a volatile session along the flatline on Wednesday despite strong gains from IBM that lifted the overall technology sector. The Dow Jones Industrial Average dipped 9.77 points, or less than 0.1% to 29,186.27. Earlier in the day, the Dow was up more than 120 points. The S&P 500 eked out a small gain, closing at 3,321.75; it also reached an intraday record. The Nasdaq Composite notched an intraday all-time high as well, advancing 0.1% to 9,383.77. IBM shares […]   Read More
Date: April 23, 2020

Why ‘irrationally bullish’ investors are getting nervous as the stock market races to uncharted territory

‘It’s a tough one, you’ve got these guys on TV saying all systems are go’ says one Wall Street analyst Where is this dazzling bull market headed in the coming days and weeks? That is the trillion-dollar question some nervous strategists, analysts and traders are wrestling with, following a relatively brisk rally for equities to kick off 2020. So far, major indexes have checked all the boxes for the bulls. The Dow Jones Industrial Average DJIA, -0.09% traversed a milestone […]   Read More
Date: April 23, 2020

Helping clients understand why they aren’t beating the S&P 500

In the best of times, advisers have to remind clients about the worst of times Big stock market gains can often mean big headaches for financial advisers when it comes to explaining to clients why their portfolio didn’t keep pace with the S&P 500 Index, which gained 30% last year. Aside from the obvious answer that most clients are not 100% allocated to a single broad market equity index, savvy financial advisers are using this time of year to reintroduce […]   Read More
Date: April 23, 2020

Financial Forecast for 2020

(WTNH) – From the economy to your investments, financial expert Paul Schatz, president of Heritage Capital, breaks down the financial outlook for 2020.   Read More
Date: April 23, 2020