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
Nasdaq Valuations Say You'll Be Stuck at Home for a Long Time
By Vildana Hajric and Lu WangIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.
August 09, 2020
8 Reasons to Rethink Your Approach to Retirement PlanningDPL Financial Services' annual study shows some of the disconnects between accumulation and distribution tactics.
August 08, 2020
Trump Orders Extension of Jobless Benefits, Payroll Tax DeferralPresident announces four orders amid impasse over relief bill. His actions are likely to face legal challenges over executive power.
August 07, 2020
8 VIP Tips on Retirement, Tax & Financial Planning TodayHere are some nuggets of wisdom from experts like Jeff Levine and Ed Slott, who spoke at a recent industry event.
August 07, 2020
DOL's ESG Proposal Blasted in Public CommentsSome 1,100 critiques from asset managers, sustainable investment advocates and others focused on five key areas.
August 07, 2020
Drop in U.S. Jobless Claims Offers Hope for Battered EconomyAll states but Rhode Island, which showed little change, posted declines from the prior week.
August 06, 2020
Clients Continue to 'Stay the Course' With Portfolios, Advisors: FidelityThe fund giant's latest research looks at the asset classes in which portfolios are adding active management and why.
August 05, 2020
Peter Mallouk Tells 'The Mooch' Why Private Equity Loves RIAsThe Creative Planning CEO talked to SkyBridge Capital's Anthony Scaramucci about the outlook for indie advisors and reacting to the pandemic.