The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.
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Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.
The famed Wharton School economist points to sky high valuations and a possible sector rotation.
The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.
Investors are pivoting away from the Magnificent Seven, favoring the rest of the S&P 500.
Sometimes, markets don’t need breathless buzzwords to get excited. Sometimes, “marginally encouraging” will do. Ask Pfizer shareholders.
Firms are offering extra incentives to advisor compensation plans like paid time off for volunteer work, and even free financial planning.
Wells Fargo Advisors is hoping it can cross-sell products to customers in other business lines, specifically banking customers.