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
August 05, 2024
What to Tell Retirement Clients About Market Distress: Advisors' AdviceStaying the course is the conventional wisdom, but sticking to the plan is tough when volatility rises.
August 05, 2024
Wall Street Hit by Fears Economy Is in 'Danger Zone'Ed Yardeni said today's selloff is like the '87 crash, when the economy averted a downturn despite investors' concerns.
August 05, 2024
Global Selloff Intensifies With Focus on Fed RescueNasdaq 100 Index futures are down over 4%, and earlier Japanese equities crashed by the most in over a decade.
August 04, 2024
Berkshire Cuts Apple Stake by Almost HalfThe conglomerate, led by Warren Buffett, sold $75.5 billion worth of stock on a net basis in the second quarter.
August 02, 2024
S&P 500 Is Set for Worst Jobs Day in Two Years"The big question is are we sliding right into a recession?" said Ryan Detrick at Carson Group.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
July 26, 2024
Cooling Economy Will Crack Big Tech Rally Even More: BofAA slowdown could fuel a rotation into stocks that have lagged behind the pricey tech mega-caps, says a strategist.
July 21, 2024
Biden's Exit Delivers Fresh Shock to Twitchy MarketsIt injects a wild card into the presidential campaign that will likely translate into volatility.
July 18, 2024
Goldman's Top Stock Analyst Is Waiting for AI Bubble to BurstIt happened with dot-com companies in the late 1990s and more recently with cryptocurrencies, says Jim Covello.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.