Dimensional US Large Cap Value ETF(DFLV.US)

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Dimensional US Large Cap Value ETF
DFLV.US
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I'm afraid my financial adviser will steal my money. I've read too many cautionary tales. How can I be sure?

A 66-year-old retiree is hesitant about hiring a financial adviser due to concerns over high fees and potential fraud. Despite needing financial guidance for retirement savings and tax planning, the individual fears stories of advisers stealing clients' money. They consider using a credit union for free advice but question the absence of hidden fees. The response advises against making decisions out of fear and suggests using a third-party custodian to manage funds while avoiding bad actors by recognizing red flags, such as promises of guaranteed returns.

Dow Jones·
US
MS
-0.87%
US
SCHW
-0.64%
Dow Jones·
US
MS
-0.87%
US
SCHW
-0.64%

Top 10 strongest U.S. stocks in 2025, with 3 in storage

In 2025, the AI investment logic spread from computing power to infrastructure, with data storage becoming the biggest winner. Western Digital, Micron Tech, and Seagate Tech ranked first, second, and third in the S&P 500 with increases of 268%, 227%, and 219%, respectively. In addition, SanDisk, which was just included in the S&P 500 at the end of the year, saw an annual increase of 559%, but was not officially counted in the annual "best stocks" due to its late inclusion

Wallstreetcn·
US
STX
-1.67%
US
WDC
-2.15%
US
SNDK
-1.18%
Wallstreetcn·
US
STX
-1.67%
US
WDC
-2.15%
US
SNDK
-1.18%

Chevron Corporation $CVX Shares Bought by Calamos Advisors LLC

Calamos Advisors LLC increased its stake in Chevron Corporation (NYSE:CVX) by 54.6% in Q3, owning 635,452 shares valued at $98.68 million. Other investors also raised their positions in Chevron. Analysts have mixed ratings on the stock, with a consensus target price of $166.00. Chevron's stock opened at $152.44, with a 52-week range of $132.04 to $168.96. The company reported Q3 earnings of $1.85 per share, exceeding estimates, with revenue of $48.17 billion. Chevron also announced a quarterly dividend paid on December 10th.

Market Beat·
US
CVX
+0.07%
Market Beat·
US
CVX
+0.07%

Balance Wealth LLC Raises Stock Holdings in Invesco QQQ $QQQ

Balance Wealth LLC significantly increased its stake in Invesco QQQ by 13,085.5% in Q3, owning 118,010 shares valued at $70.85 million. This makes QQQ the largest position in their portfolio. Other investors, including Kingstone Capital Partners and JPMorgan Chase, also expanded their holdings in QQQ. The ETF's recent dividend was raised to $0.7941 per share, reflecting positive sentiment among institutional investors. However, there are concerns about potential market corrections and macroeconomic risks that could impact QQQ's performance.

Market Beat·
US
IVZ
-0.72%
US
JPM
-0.37%
US
QQQ
-0.83%
Market Beat·
US
IVZ
-0.72%
US
JPM
-0.37%
US
QQQ
-0.83%

Why investors should remain bullish on Hong Kong, mainland stocks in 2026

Investors are advised to remain optimistic about Hong Kong and mainland Chinese stocks in 2026, despite recent declines in major indices. While some banks like Morgan Stanley predict stabilization, others like Citigroup have downgraded their outlook due to economic concerns. However, the MSCI China Index has shown significant recovery potential, supported by global trends such as the underperformance of US equities and a boom in AI. Risks remain, including geopolitical tensions and housing market issues, but China's advancements in AI and materials sectors offer resilience.

南华早报·
US
MS
-0.87%
南华早报·
US
MS
-0.87%
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