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
The 60/40 Portfolio Is Muzzling Critics With Another Big Year
By Gregor Stuart HunterThe strategy's resilience is a rebuttal to the many critics who have been calling for its demise for some time.
November 20, 2020
3 Big Factors Worry Advisors, Investors: NationwideA Nationwide survey finds pandemic, economy and election are driving volatility.
November 20, 2020
10 Favorite Investing Books: Advisors' AdviceAdvisors told us about the books that helped them build their investing knowledge and shape their strategies.
November 20, 2020
Quiz: Do You Know These Real Estate Tax Facts?Take our quiz to test your expertise in the taxation of real estate and REITs.
November 19, 2020
5 Ways Advisors Can Help Worried Clients in 2021Behavioral bias was an issue long before the pandemic, and investors have new reasons for concern, Carson Group and other execs said.
November 19, 2020
Schwab's Kathy Jones: Expect Higher Long-Term Bond Yields in 2021Here's what the chief fixed income strategist is recommending for investors.
November 19, 2020
Northern Trust Enhances Digital Advisor Platform: Tech RoundupAlso, IncomeConductor introduces a tiered pricing structure for its retirement income planning software.
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.