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
Harry Dent: Stock Market Crash Coming in Early 2022; 'Economy Is Dead'
By Jane Wollman RusoffThe "Contrarian's Contrarian" tells ThinkAdvisor how investors can play the 80% stock drop he predicts to their advantage.
November 18, 2021
S&P Dow Jones' Newest Stock Indexes Are Based on Positive TweetsTwo new S&P 500 indexes overweight stocks with high sentiment scores, measured from tweets with cashtags on Twitter.
November 18, 2021
Schwab Adds 5 New Strategies to Fixed Income SMA OfferingIt has added five Wasmer Schroeder Strategies: two tax-exempt, three taxable, and one impact strategy in each group.
November 17, 2021
Active Share Fails to Identify Winning Funds: MorningstarA new report found that relatively high fees and high risk contribute to the disappointing performance of high active share funds.
November 17, 2021
Gary Shilling: 'Stocks Are Way Overpriced'In the latest installment of our 10 Questions series, the economist and investment advisor warns investors to be cautious.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 17, 2021
Goldman's Solomon Says Market Greed Is Now Outpacing FearIf interest rates move up that "will take some of the exuberance out of certain markets," Goldman Sachs' CEO said.
November 16, 2021
World's 25 Biggest Wealth Management Firms by AUM: 2021Aite-Novarica Group crunched the numbers on big broker-dealers, wirehouses and other firms.