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
Jeremy Siegel: Investors Who Fled Stock Market Are Losing Out
By Jeff BermanThose who pulled out before steep declines and are still out are now behind, he says.
April 24, 2020
Robert Shiller: Why Investors Are Comparing COVID-19 to the Great Depression"This pandemic is generating a lot of scary narratives" that affect investors' behavior, the Nobel prize-winning economist says.
April 22, 2020
Fees, Trading Costs and Tax Impact on Fund PerformancePast performance doesn't predict future performance, but these updated benchmarks can provide better ways to help advisors judge funds.
April 22, 2020
Advisor Portfolio Models Underperformed When Markets TankedConservative models lagged the furthest behind their benchmarks, according to BlackRock.
April 22, 2020
The 2020 IA25: Liz Ann SondersCharles Schwab's chief investment strategist explains how advisors can best guide clients and portfolios during the COVID-19 crisis.
April 22, 2020
The 2020 IA25: Jeremy SiegelThe famed finance professor outlines what needs to happen to lift the U.S. economy in COVID-19 times.
April 22, 2020
The 2020 IA25: Sallie KrawcheckEllevest's leader describes the value of female advisors and how she feels about working from home.
April 22, 2020
The 2020 IA25: David KellyJPMorgan Asset Management's chief global strategist explains how to position portfolios during the coronavirus.