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 03, 2024
Markets Lift a Half-Full Glass to 2024The economy has proved to be resilient, and Fed policy should stabilize. Not so fast on big tech.
January 03, 2024
Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024The Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
January 02, 2024
Banks See Higher-Rated Bonds Beating Junk Debt for First Time Since 2020BofA recommends higher-rated bonds over junk debt as rates, earnings and issuance challenge credit this year.
January 02, 2024
Top Wall Street Bull Says Stocks to Pause Briefly After RunThe focus is shifting to the next earnings season, and investors should set a high bar after stocks surged last year.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 28, 2023
What Top Market Strategists Are Predicting for 2024Carson's Ryan Detrick, Frontier's Rob Miller and Hightower's Zach Christopher weigh in on stock and bond trends.
December 28, 2023
5 Things to Look for in Stocks in 2024After a wild in 2023, investors are full of optimism for the S&P 500 Index in the year ahead.
December 21, 2023
These Stock Forecasters Nailed This Year's Rally. Here's What They See for 2024"We talked about the market maybe making new highs and people thought we were crazy," said Carson Group's Ryan Detrick.
December 21, 2023
9 Best-Performing Large-Growth Funds of 2023: MorningstarFunds that invest in big companies have outperformed the overall stock market by 10.1 percentage points this year.
December 21, 2023
'Wolf of Wall Street' Jordan Belfort's New Investment Pitch Is ... Indexing?The ex-broker doesn't mince words on the SEC or the "Fee Machine Complex" but praises financial planners.