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
September 01, 2022
Cathie Wood's ARKK Sees Biggest Monthly Outflow in Nearly a YearThe $8 billion Ark Innovation ETF saw $803 million rush out in August. It's down 60% this year vs. the S&P 500's 18% drop.
August 31, 2022
Income for Life: Strategies to Avoid Running Out of Money in RetirementFrom emergency savings to annuities to tontines, there are plenty of tools for creating an income stream that lasts.
August 31, 2022
The Market Is Underestimating Fed Risk Even After Rout: BofAThe rude awakening that Jerome Powell's speech has been to U.S. shares means investors need to catch up in pricing policy risk.
August 29, 2022
Staying Diversified in a Jittery MarketA pullback in September would not be surprising. Here's where I'm investing now.
August 26, 2022
Stocks Wipe Out Pre-Powell Rally on Hawkish ToneThe S&P 500 erased the rally notched in the previous session, while the tech-heavy Nasdaq 100 tumbled about 3%.
August 25, 2022
The Backlash Against ESG Investing Is HereGiven the heated rhetoric surrounding ESG, advisors should offer impartial guidance on this increasingly divisive topic.
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.
August 24, 2022
Liability-Driven Investing, ExplainedWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 23, 2022
6 Cheap Stocks That Crushed Q2 Earnings Estimates: MorningstarThese top-rated stocks beat second-quarter expectations by 5% or more but remained undervalued.
August 22, 2022
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. MorganIn a new survey, they were more likely than white investors to say this.