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
When Your Client Says 'I Can Take It From Here': Advisors' Advice
By Dinah Wisenberg BrinWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
January 23, 2026
10 Good International Stocks to Buy Now: MorningstarThese stocks are undervalued at a time when the 7- to 10-year outlook for non-U.S. equities is bright.
January 13, 2026
Retail Channel Market Share Nears Parity With Institutional: CerulliWirehouses are managing $6.1 trillion in retail assets while independent RIAs manage $3.5 trillion, research finds.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 08, 2026
Why the 60-40 Portfolio Might Be the Comeback Kid in 2026Given the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
January 06, 2026
6 Retirement Income Options That Aren't AnnuitiesA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.