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
Stocks Get Trump Boost as S&P 500 Tops 6,100
By Rita NazarethStocks rose after Trump urged OPEC to lower crude prices and said he'll push for rate cuts.
January 17, 2025
RIAs’ Market Optimism Ticks Up: SurveyYet 48% still see a moderate or high likelihood of recession within a year, Security Benefit found.
January 17, 2025
Capital Group Launches Small- to Mid-Cap Active ETFThe offering will invest in companies with market cap up to $56 billion and be in a model portfolio launch.
January 17, 2025
10 Quotes to Invest By, via Warren Buffett and H&R BlockRobert Bloch, son of the tax firm's co-founder, captures the successful approaches of the Berkshire Hathaway legend.
January 17, 2025
Ignore the Daily Trump Noise, Focus on the Long Term: TradersKeep cash on hand and pounce if he sets off short-lived market movements, they advise.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.
January 14, 2025
Buffer ETFs vs. Annuities: Which Are Better for Retirement Income?These defined outcome ETFs pair some annuity-like benefits with greater flexibility.
January 14, 2025
Share of Advisors Using Crypto Doubled in 2024: SurveyTwenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.