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
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the Dog
By John ManganaroTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 21, 2024
Decade of Big S&P 500 Gains Is Over, Goldman Strategists SayThe index should post an annualized nominal total return of just 3% over the next 10 years, say strategists with the bank.
October 18, 2024
11 Best Bond Index Funds in 2024: MorningstarAnalysts have given them their highest medalist rating and think they will outperform in a full market cycle.
October 15, 2024
10 of John Buckingham's Favorite Overlooked Stocks"I'd rather buy things that haven't had their day in the sun," the market-beating manager says.
October 14, 2024
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel CrosbyFinancial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.
October 14, 2024
The Most Important Investments for Clients in Their 20sAsset allocation shouldn't be the top concern at this age, Ritholtz Wealth CEO Josh Brown and others say.
October 10, 2024
How AI Will Transform Advisors' Investment Management WorkflowWhether you manage your own portfolios or use models, AI is about to make your job easier.
October 09, 2024
Merrill Asks Judge to Dismiss Ex-Advisor's Suit Over Deferred CompThe advisor said he forfeited $500,000 in unvested funds allocated to an award plan.