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
3 Post-Election Scenarios for Investors to Prep for: UBS
By Michael S. FischerUBS provided insights on readying portfolios for some possible election outcomes.
August 28, 2020
Investors Should Add 5-8 Year 'Cushion' to Retirement Plan: MorningstarMany people live longer than they think and are in danger of running out of money, a study finds.
August 28, 2020
LPL Adds YCharts to Vendor ProgramYCharts' investment research and related tools are now used by more than 5,000 RIAs.
August 25, 2020
Pershing Streamlines Alts Offerings for AdvisorsThe clearing and custodial firm has integrated its technology with the CAIS and iCapital Network platforms.
August 24, 2020
Shake-Up Coming to Dow Jones Industrial AverageThree firms — including a major energy player — are out, as their replacements join the 30-component index.
August 24, 2020
Stocks Climb to All-Time Highs Amid Treatment HopeThe S&P 500 climbed 1% to 3,431.41, the highest level on record, which built on the largest increase in over a week.
August 24, 2020
Tax-Loss Harvesting During Market Turmoil: Who Did It, Who Didn'tBackend Benchmarking compared robo-advisors' harvesting of losses this year and found big differences among platforms.
August 24, 2020
Thinkorswim Complaints Continue Into Second WeekThe issue was resolved before market open on Wednesday, according to TD Ameritrade. But users on Monday reported slowness and other issues.