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
Why One Advisor Went All-Cash in Early 2022
By John ManganaroIt may be time to reconsider how much market risk is appropriate for older clients, Mike Piershale tells ThinkAdvisor.
October 19, 2022
Millennial and Gen Z Wealth Grew by 25% in 2021: CerulliYounger investors are eager for comprehensive financial advice and are willing to pay for it, Cerulli reports.
October 18, 2022
How Bogleheads Are Keeping Calm, Carrying On Amid Market Turmoil"Everything is down this year but the Bogleheads seem quite at peace," Morningstar's Christine Benz said.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
October 17, 2022
60/40 Portfolio Slump: Omen or Opportunity?Investing pros weigh in on what the balanced strategy's worst year in decades tells us about the future.
October 17, 2022
Interest Rates Will Hit 9% If Inflation Persists: Mark MobiusThe former Franklin Templeton executive also warns that commodity prices could be hurt by cooling demand.
October 13, 2022
How Retirees Can Withstand a Tough Market Winter as Inflation Stays HighRough economic times appear to be ahead, but there are opportunities to be found, analysts say.