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
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 10, 2024
Is Now a Good Time to Retire?How important is market timing to retirement success? In part, it depends on how well you plan.
April 10, 2024
Is It Time to Take Tech Profits and Invest Elsewhere?Technology shares could come under pressure, says Goldman Sachs, which prefers energy and Japanese shares.
April 10, 2024
10 Best Large Active Stock Funds of Q1, 2024: MorningstarFunds with big bets on the Magnificent 7 stocks had a strong first quarter and outperformed their passive counterparts.
April 04, 2024
Top 15 Wealth-Creating Stocks of the Past 10 Years: MorningstarThese market standouts have generated an estimated total of $15.9 trillion in shareholder wealth, says portfolio strategist Amy Arnott.
April 04, 2024
PGIM Launches 3 Retirement Spending FundsThe funds' varied risk levels give investors options that take into account both essential and flexible spending goals.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
What to Save for Retirement, at 6 Ages, When Starting From ScratchWhen clients don't start early, they must save at much higher rates, JPMorgan shows.
March 29, 2024
Here's How Much Investors Should Have Saved for Retirement at 5 Different Ages: 2024J.P. Morgan's Guide to Retirement provides "checkpoints" to jumpstart conversations around how much to save.
March 28, 2024
Are Advisors Giving Conflicted Social Security Advice?Households with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.