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
12 Top Tax Questions About Capital Gains, Losses and Worthless Securities
By Emily Payne | Emily HolbrookYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 16, 2022
5 Views on What's Next for InflationThough higher rates of inflation will likely persist well into next year, experts believe the peak is near.
November 15, 2022
Berkshire Hathaway's Charlie Munger Criticizes Crypto 'Delusion'Warren Buffett's number two was interviewed after Berkshire Hathaway took a stake of about $5 billion in Taiwan Semiconductor.
November 15, 2022
12 Most Expensive U.S. ZIP CodesMedian home prices have risen 16% or more since 2021 in some of these neighborhoods.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.
November 14, 2022
Jamie Hopkins: Why Debt Is 'Powerful,' Annuities Are 'Underutilized' and the 4% Rule Is Just a 'Finding'The Carson exec also told ThinkAdvisor why he'd hire only "5% of the financial advisors out there."
November 14, 2022
10 Stocks That Could Lead the Next Bull Market: MorningstarInvestors looking to position themselves for an eventual stock rebound should look beyond Big Tech, Morningstar says.