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
'Accredited Investor' Definition Sparks House Debate
By Melanie WaddellAt issue: the SEC's plan to update in April the financial thresholds defining who qualifies.
February 03, 2023
When Markets Are This Hot, Should You Jump In?The S&P 500 is up almost 9% this year, Nasdaq has gained over 16%, and Bitcoin's jumped more than 44%.
February 03, 2023
Investors Risk Sleepwalking Into Selloff: BofAStrategist Michael Hartnett suggests investors start selling the S&P 500 when it tops 4,200.
February 01, 2023
17 Best International Stocks and ETFs for 2023: MorningstarHere are 10 international stocks and seven ETFs worth a look, according to the research firm.
January 27, 2023
Skip Schweiss: 2023 Is the Year of the TAMPLast year's market turmoil led even hesitant advisors to consider the benefits of outsourced investment management, Schweiss says.
January 23, 2023
10 Financial 'Movie Plots' That Are Just Modern RemakesFirst-time investors are wowed by what they're seeing in markets, but experienced advisors already know the ending.
January 20, 2023
Does a 100% Stock Portfolio Make Sense?Ben Carlson explored this question on his blog. Here's what others have to say.
January 17, 2023
Creative Planning Taps Charlie Bilello as Chief Market StrategistBilello founded and led Compound Capital Advisors before joining Peter Mallouk's firm.