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
4 'Reasonable' Choices, If You Must Own U.S. Stocks: Grantham
By Dinah Wisenberg BrinThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
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.
March 04, 2024
14 Easy Explanations for Stock and Bond TermsIt is easy for investors to get lost, not knowing what financial advisors are talking about.
March 01, 2024
Here's What Separates 'Somewhat' and 'Very' Satisfied ClientsThe most successful advisors function as mentors and support systems for their clients.
February 28, 2024
Trump Eyes $4B Stock Windfall as His Legal Bills Pile UpA rally in a stock tied to Trump Media, which runs the Truth Social platform, has minted a big windfall for the presidential candidate.