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
August 07, 2023
LPL Launches Direct Indexing in Model Wealth PortfoliosThe strategy is available through new custom indexed separately managed accounts.
August 01, 2023
How a Loss-Proof ETF Can Factor Into Retirement PortfoliosWhile not appropriate for all investors, a new class of buffer ETFs has features potentially attractive to retirees.
July 28, 2023
3 Misconceptions About 60/40 Portfolios: VanguardTwo of the misconceptions about 60/40 portfolios deal with execution, while the other is fundamental.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 17, 2023
Larry Swedroe: This Big Investing Mistake Could Tank Your Clients' RetirementA 60/40 portfolio could shortchange investors over the next 30 years, the Buckingham Strategic Wealth strategist tells ThinkAdvisor.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.
July 11, 2023
Future of Financial Planning: Making Innovation Work for Your ClientsJoin this complimentary webcast to discover how to deliver a highly personalized, holistic and responsive client experience.
July 02, 2023
Wall Street's 'Crystal Ball' Shatters as Stocks Stage Big Rally"Bears make you smart — but bulls make you money," said BMO Capital Markets' Brian Belski, who just raised his end-year S&P 500 target.
June 28, 2023
10 Best Blue-Chip Stocks for Long-Term Investors: MorningstarThese companies are leaders in their industries and are currently undervalued, according to analysts.
June 20, 2023
7 Reasons Not to Make a Roth ContributionMaking Roth contributions can be a good retirement savings strategy, but not for every client or situation.