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
Self-Directed 401(k) Balances Held Steady in Q3: Schwab
By Michael S. FischerBalances averaged $341,068 in the third quarter, a 12.8% increase year over year and a 2% decrease from Q2, the firm reported.
November 11, 2021
Goldman Sachs Launches 3 New Thematic ETFsTheir focus are key trends for future growth: consumption by millennials, health care innovation and real estate sustainability.
November 11, 2021
15 Capital Gains Tax Facts to KnowWhat advisors should know about changing tax laws, depreciation and the treatment of assets like collectibles and options.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 10, 2021
Direct Indexing Still a Stretch for Most Advisors: BroadridgeWhile most advisors are aware of the strategy, few plan to use it, a survey found.
November 08, 2021
3 Steps Advisors Must Take to Capture ESG OpportunityBy 2025, values-based investing will account for one-third of global AUM. Both clients and advisors can benefit.
November 04, 2021
How to Invest With Wit and WisdomAuthor Alexander Ineichen, CFA, highlights the value of contrarianism, humor and not blindly following the crowd.
November 03, 2021
Fed to Start Tapering Asset Buys by $15B Later This MonthThe pace of the taper clears the way for a possible interest-rate increase in the second half of 2022.