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
6 Best U.S. Stock Index Funds in 3 Categories: Morningstar
By Michael S. FischerThe top funds in the S&P 500, total market and small company classes share low expense ratios.
March 12, 2024
4 'Reasonable' Choices, If You Must Own U.S. Stocks: GranthamThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 12, 2024
10 Stocks Worth More After Q4 Earnings: MorningstarThe average fair-value estimate increase was 2.07% through February, the biggest average increase since 2021.
March 12, 2024
More IRA Mistakes Clients MakeSome missteps are relatively easy to correct; others are more serious.
March 12, 2024
Ed Slott: 7 RMD, IRA and Estate Planning Points for 2024The IRA expert discusses tax-friendly income planning moves to consider before, and after, tax day.
March 11, 2024
9 Things to Know About IRA Beneficiaries Under the Secure ActWhen it comes to inherited IRAs, different types of beneficiaries are subject to different withdrawal rules.
March 10, 2024
What Share of a Portfolio Should Go Into Annuities?The size of the slices depends partly on the size of the pie.
March 08, 2024
11 Hot Takes on Portfolio ManagementYou should be able to save clients more in taxes than you charge in fees, Smartleaf's president says.