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
June 20, 2024
S&P Set to Hit 6,000 This Year Before Big Drop: StifelEuphoria among investors is set to propel shares higher before they eventually plunge, says strategist Barry Bannister.
June 14, 2024
Let's Stop Wishful Thinking About Interest Rates: Skip SchweissWhen it comes to ultralow rates, "be careful what you wish for," the Sierra Investment Management CEO says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 11, 2024
10 Dividend-Growth Stocks That Are Cheap Now: MorningstarCompanies with growing dividends tend to be profitable and financially healthy — as well as having competitive advantages.
June 10, 2024
Is Diversification Dead to Investors?"If your neighbor has all their money in the S&P, then you look like a moron," said Cambria's Meb Faber.
June 10, 2024
S&P 500 Could Sink 8% Without Fed Cut: RBCInvestors remain too optimistic about the timing of a Federal Reserve interest-rate cut, say the bank's capital markets strategists.
June 06, 2024
GameStop Shares Soar as Keith Gill Schedules YouTube ReturnThe stock's price surged as much as 41% to $44.41 as of 1:45 p.m. in New York, triggering a volatility halt.
May 31, 2024
Family Offices' 10 Favorite Investments for 2024Asset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 24, 2024
How to Avoid the No. 1 Value Killer in Retirement PortfoliosPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.