The Fund returned -0.20% versus -1.24% for the Lipper Balanced Fund Index for the quarter, and 9.56% since inception versus 6.97% for the index over the same period. Read more here.

With a loss of 4.5% during December, the Model Shadow Stock Portfolio ended 2024 in the red, down 4.7%. Market sentiment turned negative due to concerns over persistent inflation, high interest and ...

Investors are coming off a strong session after a moderate improvement in core inflation in December’s consumer price index spurred a risk-on rally.

The S&P 500 jumped 1.8% on Wednesday, Jan. 15, as several financial firms reported solid results and a downtick in core ...

The U.S. stock market broadly climbed Wednesday, after the CPI inflation report spurred a drop in Treasury yields. The S&P 500 SPX closed 1.8% higher, while the Dow Jones Industrial Average DJIA ...

There's apparently a lot of anxiety surrounding Wednesday's CPI inflation report. Too hot and some fear benchmark Treasury yields could quickly approach the psychologically-significant 5% level and ...

The economic fundamentals of Wednesday's inflation report will doubtless impact stocks. But before that let's have a chartist view from BTIG's technical guru Jonathan Krinsky. He notes that the S&P 50 ...

The stock market may be moving toward an "opportunity zone," and strategists see a healthy correction coming that could set ...

The benchmark S&P 500 ( ^GSPC) popped more than 1.8%, while the Dow Jones Industrial Average ( ^DJI) rose more than 1.6%, or ...

The article discusses the impact of high treasury yields on the S&P 500, highlighting opportunities for patient investors ...

Stocks surged on Wednesday after the latest consumer price index report showed core inflation unexpectedly slowed in December ...

Here are the highest-yielding stocks among the 2025 Dividend Aristocrats. They make sense now as they reside in sectors ...