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
17 Good Funds for Long-Term Investors: Morningstar
By Michael S. FischerModest portfolio adjustments could be rewarding over the long term, Russell Kinnel writes.
January 04, 2024
Most Americans Pessimistic About Economy: SurveyMarket uncertainty and interest rates could be driving Americans' waning outlook, research from Allianz Life found.
January 03, 2024
33 Undervalued Stocks for Q1: Morningstar, 2024While the rate of economic growth is projected to slow in 2024, opportunities remain in multiple sectors.
January 03, 2024
Markets Lift a Half-Full Glass to 2024The economy has proved to be resilient, and Fed policy should stabilize. Not so fast on big tech.
January 03, 2024
Peter Mallouk's Predictions for Advisors, Firms and the Markets in 2024The Creative Planning CEO also shares his resolution for this year and what most surprised him in 2023.
January 02, 2024
Banks See Higher-Rated Bonds Beating Junk Debt for First Time Since 2020BofA recommends higher-rated bonds over junk debt as rates, earnings and issuance challenge credit this year.
January 02, 2024
Top Wall Street Bull Says Stocks to Pause Briefly After RunThe focus is shifting to the next earnings season, and investors should set a high bar after stocks surged last year.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.