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
Father of 4% Rule Urges Caution, Cash as Market Risk Rises
By Jane Wollman RusoffBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 06, 2022
UBS Must Pay Clients $3.9M Over YES Options StrategyA FINRA arbitration panel ruled against the wirehouse in another dispute over its Yield Enhancement Strategy.
May 06, 2022
7 Things Advisors Need to Know About CryptoWhether you offer cryptocurrency investments or not, your clients likely have them, and they need guidance.
May 05, 2022
'Scared Like Everybody Else': Stocks Go From Shaky to UnhingedThursday was only the fourth day in 20 years when stocks and bonds each posted 2%-plus declines, going by the ETFs that track them.
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.