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
11 High-Dividend ETFs for Passive Income in 2026: Morningstar
By Michael S. FischerDividend yield isn't the only factor to consider, Susan Dziubinski writes.
May 01, 2026
Leaders Seek to Address 'Big Question Mark' Around Private MarketsAdvisors and investors need more education and also more consistent, transparent reporting, private credit executives say.
April 28, 2026
Vanguard Launches 4 Target-Maturity Bond ETF PortfoliosThe models use 10 of the asset manager's corporate bond exchange-traded funds.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 24, 2026
New Derivatives Bill Seeks to Rein in Wealthy Tax DodgersThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.
April 23, 2026
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?The client curiosity is there, and the industry is increasingly taking notice.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.