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
Fees Keep Falling as Cheapest Funds Gobble Assets: Morningstar
By Bernice NapachThe savings investors receive from favoring lower cost funds accrues to billions of dollars over time.
June 09, 2020
4 Things to Consider Before Tapping a 401(k) Under the CARES ActA Principal study found some participants are still undecided as to whether to withdraw or borrow retirement funds.
June 08, 2020
Allianz Jumps Into ETF Space: Portfolio ProductsAlso, SEI introduces new fund strategies for independent advisors.
June 05, 2020
3 Second-Half Strategies for Brave Investors: State StreetState Street urges investors with "with courage, capital and conviction" to look beyond the pandemic.
June 05, 2020
Has Warren Buffett Lost His Mojo?Lawrence Cunningham, a longtime friend of Buffett's, tells ThinkAdvisor his thoughts on Berkshire's recent underperformance and who might replace the Oracle of Omaha.
June 01, 2020
10 Industries Hit Hardest by COVID-19Each of these industries is grappling with a specific set of struggles, though many of their challenges are common.
May 29, 2020
Finke, Blanchett on 4% Rule: Retirement Success Is Flexibility, Not FixationRelying on a fixed withdrawal percentage is unrealistic, Michael Finke says in a ThinkAdvisor webinar.
May 27, 2020
How Asset Managers Are Addressing the Threat of Negative YieldsIt may never happen, but that hasn't stopped firms from taking preemptive steps.