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
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate Guidance
By David Blanchett, Michael Finke and Wade PfauRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
November 01, 2023
10 Good Stocks That Are Cheap Right Now: MorningstarAnalysts consider these firms to have predictable cash flows and a smart capital-allocation history.
October 30, 2023
Advisor's Popular Podcast Tackles Hot Financial TopicsOn "What Dewey Do?," born out of the 2020 market crash, Dewey Steffen discusses investing, AI and more.
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.