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
SkyBridge Capital Launches Bitcoin Fund; VanEck Tries Again for a Bitcoin ETF
By Bernice NapachThe fund is an opportunity for RIAs who can't own Bitcoin outright due to regulatory issues, SkyBridge founder Anthony Scaramucci tells ThinkAdvisor.
December 30, 2020
Top Financial Resolutions for the New Year and How to Achieve ThemMoneyRates finds three out of five individuals plan to save more in 2021; many, though, don't know how to manage retirement finances.
December 28, 2020
21 Financial Goals for Clients in 2021A group of CPAs has some suggestions for investors to improve their financial lives.
December 23, 2020
Investors Too Giddy Over COVID Vaccine, Advisor WarnsRIA and ex-Army captain Christopher Manske tells ThinkAdvisor how to prepare for unexpected stumbling blocks — in this crisis and the next.
December 22, 2020
Goldman Sachs Readies Digital Investment OfferingMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.
December 21, 2020
Takeover Battle Subsides as Cathie Wood's Ark Targets 20% ETF ReturnsHer $16.4 billion Ark Innovation ETF has returned 152% in 2020. Three other ETFs have more than doubled.
December 21, 2020
State Street Launches Alpha Data Platform: Portfolio ProductsAlso Tuttle Tactical Management Launches an actively managed ETF focusing on SPACs.
December 20, 2020
Schwab's Sonders, Kleintop Predict Weak Start for Economy in 2021A lot of good news is priced into markets, they warn, but they see growth rebounding in the second half of the year.