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
5 Ways Advisors Can Help Worried Clients in 2021
By Jeff BermanBehavioral bias was an issue long before the pandemic, and investors have new reasons for concern, Carson Group and other execs said.
November 18, 2020
Fund Managers' Growth Expectations Hit 18-Year High: BofAInvestors are in their most bullish mood of the year, the bank's monthly fund manager survey finds.
November 18, 2020
3 Reasons to Rethink Portfolio Construction NowSébastian Page at T. Rowe Price discusses why this is necessary and what investors should do.
November 18, 2020
Ponzi Scheme Suspect Tried to Flee FBI on Underwater ScooterMatthew Piercey of California led agents on a car chase, then ditched his truck and swam into a lake, the prosecutor says.
November 18, 2020
Wells Fargo Exec: Fractional Shares Are 'Democratizing' InvestingIn addition to making pricier stocks available to more investors, fractional shares make systematic investing easier, Joe Nadreau says.
November 18, 2020
6 Financial Planning Tips to Close Out the Year of COVIDSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
November 17, 2020
Should Clients Sell Stocks to Fund Their Dreams?Advisor Paul Pradel tells ThinkAdvisor how he counsels his wealthy clients who are rethinking their financial priorities — and their biggest stock holdings.
November 17, 2020
What Biden's Election, Vaccine Progress Mean for StocksHere's what to expect in five sectors of the market.