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
5 Reasons to Consider Series I Savings Bonds Now: Jeff Levine
By Jeff BermanHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 13, 2021
Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be SmallCurrent index levels, they said, indicate low single-digit returns over 12 months with a maximum drop between 5 and 10%.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Bob Doll: Watch Equities, Get Clients Ready for Lower ReturnsThe portfolio expert explains what economic and market figures he's watching closely and what his special holiday plans are.
December 07, 2021
Technology Leads Biggest Stock Rally Since MarchThe S&P 500 erased all the losses suffered after Jerome Powell's hawkish tilt a week ago.
December 07, 2021
Stock/Bond Combo Is Best for Higher Retirement Spending: MorningstarResearcher John Rekenthaler outlines why a blended portfolio might provide a higher withdrawal rate for retirees.
December 06, 2021
Advisors Bullish on 2022 but See Stocks Returning to EarthMany advisors in a new survey fear for their clients in retirement and are having some tough conversations.
December 06, 2021
Morgan Stanley Sees Fed as Greater Threat to Stocks Than OmicronAnalysts at the wirehouse see the S&P 500 trending lower into next year, and valuations declining.