Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Yardeni Stays Bullish Amid Tech Selloff
By Dinah Wisenberg BrinThe strategist sticks with his S&P 500 targets, including 10,000 at the decade's end.
October 28, 2026
Best & Worst Individual Annuity Providers: JD Power, 2026The industry is showing strong signs of improvement, the latest customer satisfaction survey finds.
October 27, 2026
PRO
MLPs: Cash Flow With Tax Deferral Built InMaster limited partnerships make quarterly payouts while deferring taxes until the investor's basis reaches zero.
October 20, 2026
PRO
Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 15, 2026
7 Plot Twists in a 'Bonkers' ETF Market: Dave NadigThe ETF.com research director talks advisors through the blitz of new funds and strategies.
October 14, 2026
AI Reshapes Family Offices' Investment Strategies: SurveyTrends like the buildout of the technology and rise of private markets are reshaping portfolios, BNY Wealth reports.
October 13, 2026
PRO
Why Only 1 in 10 Retirees Draw Steady Portfolio IncomeNearly 40% don't touch their 401(k)s until RMDs kick in, new Vanguard research finds. Here's how advisors can help.
October 12, 2026
Ex-LPL Rep Lost Client Money in Outside Investment: FINRAThe regulator barred Buddy Dean Mason for failing to provide information on the allegations, which led to his firing.