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
UBS Must Pay Clients $3.9M Over YES Options Strategy
By Jeff BermanA FINRA arbitration panel ruled against the wirehouse in another dispute over its Yield Enhancement Strategy.
May 05, 2022
10 Best Undervalued Stocks to Buy Now: MorningstarThese companies have competitive advantages, stable cash flows and solid management, according to analysts.
May 05, 2022
A Brief History of Economic Crises, Crashes and RecoveriesWhile today's soaring inflation and supply chain problems are concerning, the U.S. has historically recovered well from economic crises.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
May 03, 2022
Inflation Eats Up Gains in Post-COVID Bull MarketAdjusted for inflation, the S&P 500 is down roughly 40% in value at an annualized rate, the worst since 1974, according to BofA data.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
April 28, 2022
Why RIA Advisors Are Better Fund Pickers Than BD Reps: StudyDual registrants act more like BD advisors when selecting funds, mainly basing decisions on past performance, David Blanchett says.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.