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
Franklin Templeton Adds Active ETF Offerings: Portfolio Products
By Jeff BermanAlso, AQR introduces a new mutual fund.
June 10, 2020
Fees Keep Falling as Cheapest Funds Gobble Assets: MorningstarThe savings investors receive from favoring lower cost funds accrues to billions of dollars over time.
June 10, 2020
8 Ways to Go Beyond the Typical Portfolio ReviewDon't just hand over a report; show your clients you are out there working for them.
June 09, 2020
What Is the Stock Market Telling Us?"The market believes we will not end up back in quarantine," says Creative Planning's Peter Mallouk.
June 09, 2020
4 Things to Consider Before Tapping a 401(k) Under the CARES ActA Principal study found some participants are still undecided as to whether to withdraw or borrow retirement funds.
June 08, 2020
Allianz Jumps Into ETF Space: Portfolio ProductsAlso, SEI introduces new fund strategies for independent advisors.
June 05, 2020
3 Second-Half Strategies for Brave Investors: State StreetState Street urges investors with "with courage, capital and conviction" to look beyond the pandemic.
June 05, 2020
Has Warren Buffett Lost His Mojo?Lawrence Cunningham, a longtime friend of Buffett's, tells ThinkAdvisor his thoughts on Berkshire's recent underperformance and who might replace the Oracle of Omaha.