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
Why Big Endowments and Foundations Beat Small Ones in Q1
By Ginger SzalaBNY Mellon found that while smaller endowments and foundations did better in 2019, performance lagged in 2020. Here's why.
July 27, 2020
How Much Money Does It Take to Be Wealthy?Schwab asked Americans this question in January and again five months later, and it found a significant shift.
July 27, 2020
Big Weekly Inflows for Bonds, Gold, Cash: BofAThe bank lays out two "great" themes on investors' minds this summer.
July 27, 2020
DOL Plan to Limit ESG in 401(k)s Draws Growing OppositionAlso, trade groups and House Democrats criticized the rule's unusually short comment period.
July 27, 2020
Gold Climbs to Record High; $2,000 Mark in Sight: UBSMark Mobius is also bullish on the yellow metal.
July 27, 2020
Global Beta ETFs Adds 2 Factor-Based ETFs: Portfolio ProductsAlso, Van Eck Merk Gold Trust lowered its fee.
July 24, 2020
Wealthy Investors Say They'll Adjust Portfolios After Election: UBS PollNearly half of American respondents said this, versus 61% globally.
July 24, 2020
The One Big Question Ric Edelman Is Hearing NowHe tells ThinkAdvisor how he answers that question and weighs in on rollovers, Reg BI and the proliferation of advisor podcasts.