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
Annuity Skeptics Show When Immediate Annuities Could Shine
By Allison BellSPIAs may beat bare investment portfolios for long-lived retirees and in bad market downturns, the analysts say.
May 24, 2022
Cryptocurrency Is Portfolio KryptoniteCryptocurrency meets none of the three criteria needed to add it to a portfolio, new PGIM research finds.
May 23, 2022
How Much Money Does It Take to Be Wealthy?Schwab, who asks this question every year, found the dollar amount cited by survey respondents rose from a year ago.
May 23, 2022
Wall Street Is as Baffled by Stocks Now as It Has Ever BeenProfessional forecasters are quickly rolling back projections that now look overly rosy.
May 20, 2022
Fee-Based Advisors Face Demand for More Services: Franklin Templeton CEOThey are now expected to provide services that used to be only for the wealthiest, CEO Jenny Johnson said.
May 19, 2022
Stock Selloff May Be Entering a New PhaseThere's growing evidence that, while interest-rate worries have mostly played out, a new fear is in the driver's seat.
May 18, 2022
Stocks Sink on Earnings, Growth FearsConsumer shares took the brunt of the selloff, leading losses in the S&P 500; meanwhile, the Nasdaq dropped over 4.5%.
May 18, 2022
Goldman CEO Sees Recession Risk, 'Extremely Punitive' InflationHe cited at least a 30% chance of such an event in the next 12 to 24 months as calculated by his firm's economists.