WBIL

Workers Give Up Billions In Retirement Gains By Rolling Over Into Cash Holdings

Workers unknowingly roll their savings into cash holdings instead of new investments after they switch jobs. Americans with IRAs that hold a lot of cash forfeit more than $172 billion a year in retirement wealth. Almost a third of workers who rolled savings into IRAs in 2015 still had the balance sitting in cash seven years later.

Market Rotation Update

Weekly Report: what happened at WBIL last week (0715-0719)?

Fresh Thinking On Active Investing In U.S. Large-Cap Stocks

Home Investing Strategy Portfolio Strategy Fresh Thinking On Active Investing In U.S. Large-Cap Stocks. Tony DeSpirito challenges conventional thinking that alpha-seeking investors should avoid large-cap stocks. The top stock by market cap in the S&P 500 is larger than the entire small-cap universe.

What's Going On With Apollo Global Shares Today?

Apollo Global Management, Inc. Has entered into a definitive agreement to acquire The Travel Corporation (TTC) for an undisclosed amount. The transaction includes 18 leading brands, such as Trafalgar, and is expected to close in 2024. The Red Carnation Hotel Collection is not included in the sale.

Weekly Report: what happened at WBIL last week (0708-0712)?

What's Going On With Apollo Global Shares Today?

Apollo Global Management, Inc. Shares are trading higher today. The company's aviation lending platform, PK AirFinance, closed its first aircraft loan asset-backed securitization. Investors can gain exposure to the stock via the EA Series Trust and WBI BullBear Quality 3000.

Weekly Report: what happened at WBIL last week (0701-0705)?