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
10 Worst-Case Scenarios for the Global Economy in 2022
By Michael S. FischerThese scenarios could derail the post-pandemic recovery worldwide, the Economist Intelligence Unit says.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.
October 25, 2021
J.P. Morgan's Kelly: 'Year of Momentum' to Give Way to 'Year of Valuation'The chief global strategist reminds investors: "Stocks are not guaranteed to go up every year."
October 22, 2021
Goldman: Stocks Will Keep Climbing Because There Is No AlternativeCash rates are zero, bond yields are often lower than stock dividend yields and bond spreads are set to widen.
October 21, 2021
BlackRock's Fink: 'Inflation Is Real,' Not TransitoryFink says he will focus on how inflation is affecting every corporate earnings report for the third quarter.
October 20, 2021
Retirement Income Investing in a Low-Yield WorldAdvisors need guidance on building efficient portfolios for investors who prioritize wealth preservation over total returns.
October 20, 2021
Why Crypto Bull Cathie Wood Skipped the New Bitcoin ETF"There are some tax ramifications we'd like to understand more ... ," she said at the Milken Institute Global Conference on Tuesday.
October 20, 2021
Pros, Cons of Wall Street's 6 Great Inflation TradesBofA fund manager survey shows investors are overweighting assets that benefit from rising prices or higher yields.