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
How Advisors Can Help Close Millennial Investing Gaps
By Joe SinhaThis generation wants to know how to get started, how to invest wisely and how to build lasting wealth.
June 24, 2026
Advisors Are Bullish on Model Portfolios: MorningstarAt the end of March, the researcher notes, such vehicles reached $943 billion, up 46% over last year.
June 18, 2026
7 Best Under-the-Radar Funds: MorningstarThese mutual funds and ETFs are among the high-rated offerings beyond the biggest fund families, according to Susan Dziubinski.
June 17, 2026
Semiliquid Funds Soar to $600B as Private Credit Loses Steam: MorningstarEvergreen assets, research finds, are entering a new phase as investor demand shifts and top risks become more apparent.
June 16, 2026
Watch Out for These ETF Tax SurprisesNot all ETFs are as tax-efficient as those that follow broad stock market indexes.
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
PRO
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.