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
Investors Risk Sleepwalking Into Selloff: BofA
By Farah ElbahrawyStrategist Michael Hartnett suggests investors start selling the S&P 500 when it tops 4,200.
January 23, 2023
10 Financial 'Movie Plots' That Are Just Modern RemakesFirst-time investors are wowed by what they're seeing in markets, but experienced advisors already know the ending.
January 20, 2023
Does a 100% Stock Portfolio Make Sense?Ben Carlson explored this question on his blog. Here's what others have to say.
January 17, 2023
Creative Planning Taps Charlie Bilello as Chief Market StrategistBilello founded and led Compound Capital Advisors before joining Peter Mallouk's firm.
January 09, 2023
Value Stocks to Lure Investors During Grim Earnings SeasonValue names "will outperform" since they benefit from the pandemic recovery, says Infrastructure Capital Advisors.
January 06, 2023
This Type of Portfolio Offers Best Odds of Success, According to VanguardAnalyst Roger Aliaga-Diaz discusses what's in Vanguard's "optimal" portfolio based on its current outlook.
January 06, 2023
The One True Secret to Successful InvestingAfter 2022's stomach-churning roller-coaster ride, we should remember the most basic — and yet forgotten — rule in finance.
December 31, 2022
Larry Swedroe: Time to Diversify From Stocks and BondsThe Buckingham research director talks to ThinkAdvisor about his market and economic predictions for 2023.