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
Goldman Sachs Partner Has a Warning on Big Tech Stocks
By Jane Wollman Rusoff"A lot is happening" beneath the current market rally, Katie Koch, co-head of the fundamental equity team, tells ThinkAdvisor.
September 14, 2020
Morningstar's August Winners & LosersThe latest updated ratings affect funds from Vanguard, Fidelity and other asset managers.
September 14, 2020
Goldman Revamps MLP Income Fund: Portfolio ProductsAlso, Franklin Templeton changes the names of two ETFs.
September 11, 2020
Older Investors Prone to Financial Overconfidence, Risk-Taking: FINRAFinancial knowledge is lower among older investors but financial confidence isn't, a FINRA Foundation study finds.
September 11, 2020
Taxes Will Go Up No Matter Who Wins in November: Richard Bernstein"We do not have any choice anymore" but to raise taxes, he says.
September 10, 2020
How Behavioral Finance Can Help Clients and AdvisorsAdvisors using these techniques tend to educate clients about potential volatility and urge them to expect it, according to a recent industry report.
September 10, 2020
How to Talk Politics With Clients Ahead of the ElectionHartford Funds' John Diehl says these chats "can uncover further details on what clients' value ... and ultimately help foster a strong, effective relationship."
September 10, 2020
Top 10 Questions Investors Are Asking Right Now: LPLRyan Detrick, chief market strategist for LPL Financial, tackles top concerns as the volatility index, or VIX, starts to creep up again.