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
7 Best Under-the-Radar Funds: Morningstar
By Michael S. FischerThese mutual funds and ETFs are among the high-rated offerings beyond the biggest fund families, according to Susan Dziubinski.
June 15, 2026
Bear Markets 'a Feature, Not a Bug': Meb FaberThe Cambria founder tells ThinkAdvisor why war and turmoil haven't shaken the market and how stocks might perform this decade.
June 12, 2026
Some Annuity Issuers Want to Sell Riders. Really.Now that the tools are back in stock, advisors and agents need to ensure clients are using them properly.
June 11, 2026
9 Useful Phrases for Your Next Portfolio ReviewWhen you want clients to take action, the right words can help.
June 05, 2026
12 Things That Set Top-Performing Wealth Managers ApartNew research on 2,385 advisors sorts out the best practices.
June 04, 2026
5 Best 'Dividend Aristocrat' Stocks to Buy Now: MorningstarThese companies have increased dividends annually for at least 25 years.
June 03, 2026
Dividend? Growth? Both Stock Classes Can Work in Retirement PortfoliosThe former provides steady income, while the latter offers explosive potential in an asset mix.
May 29, 2026
10 New Retirement Savings Stats: FidelityBoth 401(k) and 403(b) savings rates set records, research finds, while IRA contributions also reached new highs.