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
25 Best Stocks of 2021: Morningstar
By Michael S. FischerEnergy, tech and consumer cyclical stocks make up more than half of the top-performing stocks in Morningstar's coverage list this year.
December 21, 2021
10 Financial Planning Curveballs Clients Might Throw in 2022As the world changes, so do clients' plans. Don't let these new concerns take you by surprise.
December 20, 2021
How U.S. Economy Loses After Manchin-Powell PivotsHere's what the derailing of President Joe Biden's $1.75 trillion spending plan, and other factors, mean for GDP growth in 2022.
December 20, 2021
Innovator Capital's Bruce Bond Weighs In on Risks, Opportunities in an 'Uncertain Market'The PowerShares co-founder also explains how financial advisors can be a "clear voice" for clients in the face of volatility.
December 17, 2021
RBC Capital to Pay $1M for Failing to Police High-Yield Bond InvestmentsThe firm failed to review more than 100 accounts for potentially unsuitable concentrations of high-yield bonds, FINRA says.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 14, 2021
Ed Yardeni: Why 70-Plus 'Panic Attacks' Haven't Killed the Bull MarketThe popular economist explains why he's bullish on both the economy and stock market, and why he sees no recession ahead.
December 14, 2021
What Are Investors' Biggest Worries Today?Bank of America research breaks down their main concerns and how these fears are impacting asset allocation in late 2021.