Investment strategy – Techwen

The market shift that reveals skepticism about stocks recent rally

The market shift that reveals skepticism about stocks recent rally

This year has already packed a lot of action into stocks: an aggressively bullish start, a swift correction, and a full recovery from those April losses. But based on the the flows into the U.S. exchange-traded funds, where much of the daily trading action occurs across asset classes, the message coming through most clearly from … Read more

Just graduated from college? Time to start saving for retirement

Just graduated from college? Time to start saving for retirement

As college graduates fully enter adulthood and begin their search for jobs and fulfilling careers, there’s another task that they should get started on: saving for retirement. Responsibilities will begin to pile up and it could be easy to push aside investing, especially living on a tight budget. But getting to work on securing long-term financial … Read more

JPMorgan Chase is heading upmarket to woo America’s millionaires

JPMorgan Chase is heading upmarket to woo America’s millionaires

A living space in the new J.P. Morgan financial center branch format in Palm Beach. Courtesy: JP Morgan JPMorgan Chase thinks it has cracked the code on managing more money for America’s millionaires. It’s not a new financial product, a novel software program or an enticing sign-up bonus. Instead, it’s a refurbished take on an … Read more

ETF ‘tsunami’ to hit market in month, with old and new investor risks

ETF ‘tsunami’ to hit market in month, with old and new investor risks

The world of exchange-traded funds is about to face an unprecedented storm of new product launches. A fund industry that has already seen enormous growth in recent decades may soon close to double its presence in the market — and do so in just one month. That’s because of a long-anticipated change from the Securities … Read more

The market just gave investors a gift. Here’s how not to blow it

The market just gave investors a gift. Here’s how not to blow it

The stock market has come full circle from its April lows, with all of the losses suffered now recovered. For investors who long defied warnings about being over-exposed to U.S. stocks, especially with the dominant position of a handful of tech stocks in the S&P 500, the rebound in portfolios is a good opportunity to … Read more

Mike Pence Qatari jet gift ‘a bad idea’ Trump should turn down

Mike Pence Qatari jet gift ‘a bad idea’ Trump should turn down

Former U.S. Vice President Mike Pence speaks in observance of Constitution Day at Middle Tennessee State University (MTSU) in Murfreesboro, Tennessee, U.S., September 17, 2024.  Seth Herald | Reuters Former Vice President Mike Pence said Sunday that President Donald Trump should turn down the gift of a $400 million jet from the royal family of Qatar, citing national … Read more

60-40 portfolio is dead, but it’s not the bond market that killed it

60-40 portfolio is dead, but it’s not the bond market that killed it

The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about the traditional approach to long-term retirement income planning. But for investors with the goal of financial security as they age, … Read more

Index funds faces biggest test in ages from 2025 stock market

Index funds faces biggest test in ages from 2025 stock market

Something unusual is happening in a market long dominated by index funds. Active management is staging a comeback. Take the action in equity exchange-traded funds two weeks ago. Amid more whipsaw action in stocks that has typified 2025 trading, there was a net outflow from equity ETFs. But in a surprise, the selling was mostly … Read more

Berkshire shareholders are ‘stunned’ as Buffett announces plan to step down

Berkshire shareholders are ‘stunned’ as Buffett announces plan to step down

The crowd reacts during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC OMAHA, Neb. — Berkshire Hathaway shareholders who came from around the world to Omaha for the conglomerate’s annual meeting this weekend had no idea how historic this year’s event would be. Warren Buffett, the billionaire and CEO … Read more