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
Advising Doctors and Dentists: 6 Things Advisors Should Know
By Michael S. FischerNorthwestern Mutual polled advisors about the needs and priorities of these high-earning clients.
August 04, 2020
13 Best & Worst Broker-Dealers: Q2 Earnings, 2020The wirehouses, with parent firms increasing loan-loss provisions, have close to 53,000 total advisors and $8.4 trillion of assets.
August 03, 2020
What the Falling Dollar Means for Client PortfoliosThere are several ways to help clients take a more global view, strategists say.
August 03, 2020
Gary Shilling: Why Bond Yields Are Sending Stocks a Scary SignalThe great depth of this recession has yet to hit home, and stocks could tumble 30% to 40% as it does.
August 03, 2020
5 Reasons to Consider Investing in Europe and JapanCompanies in these regions are well-positioned to come out ahead as the pandemic continues.
July 31, 2020
Vanguard Execs Have Some Words of Wisdom for AdvisorsCEO Tim Buckley and Advisor Services head Tom Rampulla discuss the COVID-era realities advisors are facing.
July 31, 2020
UBS: 3 Market Predictions for the Rest of 2020Senior executives from the firm's Global Wealth Management division offered a mostly upbeat forecast.
July 30, 2020
What to Tell Clients Tempted by 'Davey Day Trader'Investing seems fun when the markets rally, but we all know that stocks don't go up all the time and that "free trading" is really not free.