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
New Bill Cuts Capital Gains Taxes for Some High Earners
By Melanie WaddellThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 15, 2025
Make Tax Season the Starting Line for Year-Round PlanningOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 10, 2025
Brutal Reversal in Stocks Shows Perils of Trump Tariff SwingsThe S&P 500 is down more than 7% since Trump announced harsh tariffs on April 2.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.
April 09, 2025
10 Good Dividend Stocks That Are Cheap Now: MorningstarPrice risk is reduced when investors can buy the stocks of these high-quality companies at bargain rates.
April 04, 2025
Bill Gross Warns Dip-Buyers to Stay Out of ‘Epic’ Market Turmoil"Investors should not try to ‘catch a falling knife,'" the PIMCO co-founder said.
April 03, 2025
5 Life and Annuity Messaging Tips for Scary Market DaysThe holdings you offer could be the ones that help calm clients' nerves.