David Katz, Chief Investment Officer at Matrix Asset Advisors, discusses the pressure on tech stocks like Apple and Google.

Matrix Asset Advisors Inc. NY trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.5% in the 4th ...

David Katz, Matrix Asset Advisors CIO, joins CNBC's 'The Exchange' to discuss market outlooks. We think market upside is more ...

Matrix Asset Advisors's track record as a steward is mixed, leading to an Average Parent Pillar rating. Even with an average pillar rating, Matrix Asset Advisors has had impressive longevity among ...

Dori Zinn is a personal finance journalist with more than a decade of experience covering credit, debt, investing, budgeting, saving, retirement, college affordability, jobs and careers and more.

This is the fifth article of Financial Advisor IQ's five-part special report on the outlook for alternative investments in 2025.

Interactive Advisors does offer tax-loss harvesting for its customizable Asset Allocation portfolio. Opting into this feature will enable an algorithmic search for opportunities to realize losses ...

The advisor will also set a target asset allocation. J.P. Morgan Personal Advisors builds your portfolio using exchange-traded funds (ETFs) and mutual funds from J.P. Morgan and other major ...