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
Income Obsession Sweeps Across Asset Classes as Stocks Swerve
By Katie GreifeldIn the $6.6 trillion ETF arena, three dividend-focused funds rank among the top 10 in terms of equity inflows so this year, Bloomberg reports.
July 26, 2022
Tactical Funds Fumbling Their Chance to Shine This Year: Morningstar"I see no reason to invest in such funds," Morningstar's John Rekenthaler wrote.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
S&P 500 Has Already Bottomed, No Hard Landing: YardeniThe strategist sees resilience in earnings and has a still-healthy outlook for consumers and businesses even as the economy slows.
July 22, 2022
Sectors to Watch in a Range-Bound Equities MarketIt's a frustrating time for stock investors. Here's what I'm buying now.
July 22, 2022
BlackRock Introduces Model Portfolios for WomenThe portfolios seek to account for differences in life expectancy, pay and employment.
July 22, 2022
The Fed Is Failing in 4 WaysThe central bank could easily fall prey to the catastrophic policy mistake of returning to the 1970s trap of "stop-go" policies.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.