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 Merrill Services Help Clients Transition to Managed Accounts
By Michael S. FischerThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
August 26, 2026
What to Know About High-Risk Structured NotesStructured products can help limit losses, but they can come with steep fees and other downsides.
August 21, 2026
Top 10 Dividend ETFs for Passive Income: Morningstar, 2026These funds practice very different strategies and can behave very differently from one another, Susan Dziubinski points out.
August 13, 2026
7 Ways Advisors' Use of Alternatives Is EvolvingIncreasingly, iCapital research finds, the focus has shifted to implementing the investment class effectively and at scale.
August 12, 2026
Schwab Launches Single-Stock Futures for Over 50 CompaniesThe securities allow investors to express bullish or bearish sentiment without borrow fees or short-sale restrictions.
August 11, 2026
IRS Releases Trump Account Guidance for Employer ContributionsThe agency and Treasury Department are seeking comments until Sept. 25, with a public hearing set for Oct. 15.
August 07, 2026
10 Growth Stocks for Long-Term Investors to Snap Up Now: MorningstarAnxiety about AI disruption has created opportunities to buy undervalued growth stocks, analysts say.