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
Clients Retiring in 2024 Need to Know About These Changes
By Roger WohlnerHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 21, 2023
These Stock Forecasters Nailed This Year's Rally. Here's What They See for 2024"We talked about the market maybe making new highs and people thought we were crazy," said Carson Group's Ryan Detrick.
December 21, 2023
9 Best-Performing Large-Growth Funds of 2023: MorningstarFunds that invest in big companies have outperformed the overall stock market by 10.1 percentage points this year.
December 21, 2023
'Wolf of Wall Street' Jordan Belfort's New Investment Pitch Is ... Indexing?The ex-broker doesn't mince words on the SEC or the "Fee Machine Complex" but praises financial planners.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
The 17 Richest Colleges in the U.S.The biggest endowments took a dip, according to NACUBO-TIAA data.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
10 Dividend Stocks to Buy Now: MorningstarIn this analysis, yield is less important than reliable and durable dividends in companies with competitive advantages.