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 an Advisor Helped a Laid-Off Marketing Exec
By Jeff BermanJane DeLashmutt O'Mara of FBB Capital Partners tells ThinkAdvisor how she helped the client reorganize her finances.
June 17, 2020
Schwab's Sonders: Second-Half Stock Market Outlook Is CloudySecond-quarter earnings and GDP reports could provide some clarity, she says.
June 16, 2020
Advisors Expect Returns More Like 2018 Than 2008: SurveyWhile U.S. financial professionals are optimistic, those abroad are another story, Natixis finds.
June 16, 2020
'Peak Pessimism' in Markets Is Over, but Hope Is Fragile: BofA SurveyGlobal fund managers' cash levels experienced the biggest drop in June since August 2009, BofA Global Research reported.
June 16, 2020
The Case for ESG Funds During Volatile Times: MorningstarThey capture less of the downside and have lower volatility ratings than non-ESG funds.
June 15, 2020
Franklin Templeton Adds Active ETF Offerings: Portfolio ProductsAlso, AQR introduces a new mutual fund.
June 12, 2020
Prep Your Practice Now for Future Market VolatilityIn the coming decade, potential clients will ask how you responded to the turmoil surrounding this pandemic.
June 11, 2020
How an Advisor Saved a Winemaker From Disappointing His WorkersKarin Alvarado of New Aspect Financial Services also tells ThinkAdvisor about helping a foster care facility avoid layoffs.