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
ETF Use Is Still on a Growth Tear: Survey
By Michael S. FischerNinety-five percent of wealth managers say they will increase their ETF allocations, Brown Brothers Harriman reported.
March 17, 2025
Gold Tops $3,000 as BofA, Citi Stay BullishConsumer confidence has plunged, inflation expectations have surged, and analysts have been hiking their price targets.
March 17, 2025
Ed Yardeni Trims S&P Outlook, Boosts Recession OddsDespite the lower forecast, the researcher expects the U.S. index to reach new highs in 2025.
March 14, 2025
Harry Dent: Market Crash Coming This Year; 'Hottest' Stocks Could Drop 99%There's only one safe place to hide, the "Contrarian's Contrarian" tells ThinkAdvisor.
March 14, 2025
Peter Mallouk Gives a Reality Check on Market CorrectionsIt has been "far longer than normal" since the last S&P correction, the Creative Planning CEO says.
March 07, 2025
Trump’s On-Again, Off-Again Tariff Strategy Sows ConfusionSeveral hasty announcements have injected chaos into the economy and financial markets.
March 03, 2025
3 Ways Values-Based Conversations Can Enrich Client RelationshipsAligning investments with values is a compelling value proposition and often a differentiator for advisors.
February 28, 2025
How Should Your Client Invest Their Bonus in 2025?Be mindful of taxes and special rules around stock-based compensation.