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
Older Investors Prone to Financial Overconfidence, Risk-Taking: FINRA
By Jeff BermanFinancial knowledge is lower among older investors but financial confidence isn't, a FINRA Foundation study finds.
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.
September 09, 2020
Half of Natixis Strategists See Another Market SelloffThe firm's strategists overwhelmingly expect ESG investing to be a post-pandemic market winner.
September 08, 2020
Gundlach Hedges His Prediction of Trump Win, Calls Investor Behavior 'Terrifying'His "base case" is still a Trump victory, but all bets are off in the case of a major COVID flare-up, Gundlach says.
September 04, 2020
Morgan Stanley to Close Global Opportunity Portfolio to New Investors: Portfolio ProductsAlso, AdvisorShares launched the Pure US Cannabis ETF.
September 04, 2020
Morgan Housel: How to Stay RichThe popular blogger and author talks to ThinkAdvisor about the markets' wild ride, the importance of soft skills in investing and the real reason Warren Buffett is so successful.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.