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
How Mutual Fund Revenue Sharing Hurts Retirement Savers
By John ManganaroA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 01, 2022
8 Stocks That Are Cheap Now: MorningstarWhile most stocks are above bear-market lows, a few have hit attractive levels recently, according to analysts.
November 30, 2022
What Stock Investors Should Look for Right Now: Morgan Stanley Private Wealth ExecFocus on strong-performing sectors with earnings resilience like health care, Sherry Paul says.
November 30, 2022
These 15 Funds Have Created the Most Wealth for Investors: MorningstarThese funds have created significant value where it counts: by increasing dollar value for shareholders.
November 29, 2022
21 of the Best Crypto JokesSave these jokes; they could be worth a fortune if crypto assets stage a comeback.
November 29, 2022
Time to Rethink Retirement Investing: T. Rowe PriceBoth opportunity and potential peril lie ahead for retirement investors in 2023, according to a T. Rowe Price panel.
November 29, 2022
Quiz: Do You Know These Investment Tax Facts?Clients expect advisors to bring a greater level of tax expertise to the table.
November 28, 2022
How Many Stocks Do You Need for a Diversified Portfolio?A carefully selected 20-stock portfolio might have the volatility of a random 50-stock portfolio, but not of a 500-stock portfolio.