Portfolio Builder

Apr 19, 2025

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Portfolio Builder

Slideshow

Bob Doll Checks in on His 10 Predictions for 2025

By Dinah Wisenberg Brin

“This is an uncertain world, more uncertain than usual,” the Crossmark CEO says.

News

Jeremy Siegel: Don't Expect New Stock-Market Highs Anytime Soon

By Dinah Wisenberg Brin

Long-term returns look attractive, but tariffs will have a lingering impact, the economist says.

News

‘So Wrong’ Stock Forecasters Struggle to See Through Trade Chaos

By Jessica Menton

“Holy moly! We weren't prepared for this,” said Scott Chronert, Citigroup's U.S. equity strategist.

Slideshow

10 Good Dividend Stocks That Are Cheap Now: Morningstar

By Michael S. Fischer

Price risk is reduced when investors can buy the stocks of these high-quality companies at bargain rates.

News

Envestnet Adds Portfolio Options From State Street, BlackRock

By Katie Rass

The firm will offer direct indexing from State Street and model portfolios from BlackRock.

News

Trump Signs Bill Blocking IRS Crypto Tax Rule

By Stephanie Lai

The rule aimed to force some exchanges to provide tax information on transactions conducted on their platforms.

Resources

Tips for the Talk: Conversations Around Philanthropy

Sponsored by: Foundation Source

Get tips and suggestions to engage in productive conversations with your clients about philanthropy.

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