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
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech Roundup
By Jeff BermanAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 19, 2022
BofA Survey Shows Full Investor Capitulation Amid PessimismInvestor allocation to stocks plunged to levels last seen in October 2008 while exposure to cash surged to the highest since 2001.
July 18, 2022
How a Longtime Financial Advisor Invests in Crypto, Counsels ClientsThere are many intriguing implications of the use of digital assets, Jeffrey Janson, CFP, tells ThinkAdvisor.
July 18, 2022
Morgan Stanley, Goldman Say Stocks Have Yet to Find a BottomAlso, JPMorgan strategists say that markets could experience more challenging earnings-related news over the summer.
July 13, 2022
What Advisors, Investors Can Expect in Second Half of 2022Good economic news has been hard to come by, but consumers have held up. Will the winds shift in the second half?
July 11, 2022
Bill Gross Favors T-Bills Over Stocks, Bonds as Recession Looms Large"Be patient. 12-month Treasuries at 2.7% are better than your money market fund and almost all other alternatives," he wrote in his latest blog.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 11, 2022
Advisors Expect Second-Half Market Upturn Despite Falling Economic Confidence: SurveyA third of advisors in an InspereX survey said they were surprised with clients' patience through market volatility.