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
How Josh Brown and Other Financial Pros Invest Their Own Money
By Jane Wollman RusoffEven professionals like Brian Portnoy and Bob Seawright don't always make investment decisions based on logic, the Ritholtz Wealth CEO tells ThinkAdvisor.
October 21, 2020
NYSE Threatens to Leave NJ if Financial Transaction Tax Is EnactedThe lawmaker sponsoring the bill cut the tax rate and added a sunset provision, but the exchange has already tested moving its servers.
October 19, 2020
The Persistent Appeal of Factor InvestingAn Invesco study found 95% of respondents were interested in allocating to fixed income factor investing.
October 19, 2020
REITs Outperform Unlisted Real Estate Investments Over 21 Years: StudyPension fund allocations to REITs remained flat, despite strong performance, according to a Nareit-sponsored study.
October 19, 2020
Morgan Stanley CEO Explains Thinking Behind Eaton Vance, E-Trade DealsInvestors want more choices and will take their money elsewhere if they don't get them, CEO James Gorman says.
October 19, 2020
11 Big Investing Mistakes Advisors, Clients Made: Advisors' AdviceAdvisors help clients recover from bad investments or poor timing, but they're not immune themselves.
October 19, 2020
ProShares Launches ETF Focused on Transformational Changes: Portfolio ProductsMany of these changes have been accelerated by the COVID-19 pandemic.
October 16, 2020
How Much to Save for Retirement Is Workers' Top Financial Concern: SurveyThree in five Americans are falling behind on their savings goals, a TIAA poll finds.