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
North American Family Offices Feel Upbeat: Report
By Michael S. FischerThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
September 28, 2026
12 Best Blue-Chip Stocks to Buy Now: MorningstarThe companies have market caps in excess of $100 billion, analysts note, and their stocks are undervalued.
September 22, 2026
10 Cheap Growth Stocks to Buy Now: MorningstarThese companies have become undervalued as AI-wary investors have pivoted, according to analysts.
September 15, 2026
New Merrill Services Help Clients Transition to Managed AccountsThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.
September 10, 2026
4 Ways Insurance Can Complement Traditional InvestmentsCash on hand is nice, as are stock-based assets, but today's investor shouldn't overlook the benefits that insurance offers.
September 04, 2026
RIAs Using AI Boosted Hiring, Productivity: StudyMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
August 26, 2026
What to Know About High-Risk Structured NotesStructured products can help limit losses, but they can come with steep fees and other downsides.