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
Orion Introduces Capital Group ETF Portfolios
By John ManganaroThe model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.
September 27, 2024
Benchmarking Costs Climb as Regulators Demand More DisclosureThe SEC's marketing rule demands clear and relevant benchmarks when performance is advertised.
September 26, 2024
Merrill's Former Top Strategist Says Today's Market Is No 1999Now 82 and running a hedge fund, Charles Clough explains what's in the firm's portfolio and what risks keep him up at night.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.
September 18, 2024
10 Risky Stocks to Avoid: MorningstarWhile most of these stocks come from good companies, they're trading far above what they're worth, analysts find.