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
Millennial, Gen Z Risk Tolerance Soared Since Pandemic Started: E-Trade
By Jeff BermanThe company takes a look at trading trends of younger investors during the COVID-19 crisis.
August 18, 2020
Fidelity's Assets Hit $3.3T on Trading SurgeThe firm says it has added 2,000 employees, including financial consultants, as investors jump into the markets.
August 17, 2020
VanEck Model Portfolios Join Envestnet Platform: Portfolio ProductsAlso, Schwab reorganizes a high-yield municipal fund.
August 13, 2020
Rethink the '40' in 60/40 PortfoliosWith interest rates close to 0% for the foreseeable future, advisors need to reexamine client portfolios to boost fixed income returns.
August 13, 2020
3 Sources of Cash in a Crisis, ExplainedVanguard's Maria Bruno discusses the pros and cons of some common places to find quick cash.
August 13, 2020
Fidelity Launches Digital Bond Trading Platform for AdvisorsFidelity's Bond Beacon is available to advisors through the firm's Wealthscape platform.
August 12, 2020
How Nontransparent ETFs Benefit Investors: FidelityMost previous opinions have extolled their virtues for asset managers of active funds, especially equity funds.
August 11, 2020
Gundlach Sees Trump Win, Short-Term Market 'Reversals'Biden's vice presidential pick, Kamala Harris, is "too charismatic," says the DoubleLine Capital CEO.