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
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 26, 2023
Portfolio Construction Masterclass, Part 1 of 3: Today's Investment LandscapeJoin this complimentary webcast to get up to speed on how different asset classes are performing in 2023 and how they might perform in 2024.
October 26, 2023
Millennial Investors Want Bond ETFs: Schwab StudyYounger investors' embrace of the asset class is outpacing other generations' across several measures.
October 26, 2023
7 Top-Performing Active Stock ETFs: MorningstarThe analysts' ranking accounts for both 1- to 5-year returns and year-to-date performance.
October 17, 2023
Affluent Investors Relying More on Advisors: CerulliIncreased personalization is driving this shift, the research group finds.
October 12, 2023
Here's One Way to Protect Near-Retirees From Market Shocks: Wade PfauNear-retirees with significant bond allocations can be steered off course by a rapid rise in interest rates.
October 11, 2023
Advisors Divided on How Much Employer Stock Clients Should OwnWhile research suggests holding little or no employer stock, there are behavioral aspects to consider.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.
September 27, 2023
10 Best Value Stocks for Long-Term Investors: MorningstarValue stocks beat growth as a long-term investment in 2023, Susan Dziubinski writes.
September 26, 2023
Gundlach: This Low-Risk Investment Mix Could Earn 7% Returns"Investors should be getting much more conservative," the DoubleLine CEO says.