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
Harry Dent: Market Crash Coming in 2-3 Years; Economy 'Already Dead'
By Jane Wollman RusoffAnd another round of stimulus won't revive it, the "Contrarian's Contrarian" tells ThinkAdvisor.
December 01, 2020
Stock Prices 'Not as Absurd' as Some Think: ShillerThe Nobel prize-winning economist explains why today's record stock market prices may make sense.
December 01, 2020
M1 Finance Adds Feature to Link Client AccountsSmart Transfers allows for pre-set movement between checking, investing and borrowing programs.
December 01, 2020
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
November 29, 2020
10 Tax Tips to Take Advantage of By Year-EndAdvisors and clients can benefit from these insights on gifting, retirement and other areas — shared recently by BNY Mellon tax experts.
November 29, 2020
5 Investment Ideas to Keep, 5 to Trash: Gary N. SmithThe author describes the research that proves several theories about stocks and that debunks a few other notions, including one tied to Trump's tweets.
November 28, 2020
What's Firing Up Wall Street's $300B Custom-Index Boom?The real selling point for direct indexing could be the ability to remove companies from a portfolio's exposure rather than add them.
November 25, 2020
How to Convince Clients That Downturns Are OpportunitiesWhen markets turn volatile, it's "natural" for investors to get nervous, but research shows advisors can help them adjust in beneficial ways.