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
Model Portfolios Aren't Winning Over New Advisors: Survey
By Emily HolbrookTheir recent growth is mainly heavier use by existing customers, according to new data from Escalent.
4 Questions Investors Need to Consider Now
February 24, 2022
3 Themes Buffett May Highlight in His Next Yearly LetterIn annual remarks to shareholders, he shares wisdom on managing Berkshire Hathaway and on life and investing.
February 24, 2022
How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors' AdviceSeveral advisors told us they've been getting questions about the crisis. Here's what they're telling clients.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.
February 22, 2022
Advisors Leave Women, Youngest Investors in Lurch on Sustainable InvestingWhile 72% of clients surveyed are interested in ESG investments, 87% said their advisor hasn't suggested them.
February 22, 2022
Investors Still Confident, but Bearishness Is Building: Schwab SurveyClients' top concerns include inflation, market correction, political uncertainty, COVID's economic effects and rising interest rates.
February 22, 2022
Why Ukraine Crisis Could Mean Even Higher Oil, Gas and Food CostsHere's a look at the potential consequences for key raw materials like grains, fertilizers, natural gas, oil and palladium.