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
January 24, 2024
60/40 Portfolio 'Was Never Dead': Vanguard ResearcherThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
January 19, 2024
10 Best Dividend Stocks for 2024: MorningstarThe best dividend stocks are not just the highest-yielding ones, analysts say.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 17, 2024
It's Time to Bury the 4% Rule for GoodIt's not reliable in current market conditions, and research on better spending strategies has come a long way.
January 11, 2024
What Advisors Think of New Spot Bitcoin ETFsFinancial planners offer wide-ranging views on whether the cryptocurrency vehicles are right for clients.
January 11, 2024
17 Good Funds for Long-Term Investors: MorningstarModest portfolio adjustments could be rewarding over the long term, Russell Kinnel writes.
January 09, 2024
Bill Gross Casts Shade on Treasurys, Sees 10-Year 'Overvalued' at 4%The Bond King also said shorter-end notes would make more sense for those interested in the market.
January 04, 2024
Most Americans Pessimistic About Economy: SurveyMarket uncertainty and interest rates could be driving Americans' waning outlook, research from Allianz Life found.
January 03, 2024
33 Undervalued Stocks for Q1: Morningstar, 2024While the rate of economic growth is projected to slow in 2024, opportunities remain in multiple sectors.