Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.
Regulation, rates, and real estate all made headlines in the financial-services sector in recent months and could create ongoing headwinds for several firms.
After a years-long bull market, investors' equity stakes are near peak, which calls for caution and rebalancing, says Vanguard's Fran Kinniry.
Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.
Regulators’ concern over ‘living will’ restructuring plans reinforces our high uncertainty ratings and lack of enthusiasm for Bank of America, Citigroup, and JPMorgan Chase shares, says Morningstar’s Jim Sinegal.
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