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
Robinhood Under Scrutiny by Congress
By Bernice NapachSeveral lawmakers aren't satisfied with the platform's response to a customer's suicide.
July 13, 2020
John Hancock: Where to Invest as Economy Shows Promising SignsThe firm lays out some bright spots as it says leading indicators "appear to be bottoming."
July 11, 2020
3 Investment Strategies to Ride Out the PandemicOne important question for advisors and their clients: "Is your portfolio allocation and your risk allocation aligned?"
July 09, 2020
Goldman Sachs and Vanguard Launch New Bond ETFsThe Goldman product focuses on shorter term investment-grade bonds; Vanguard's on ESG criteria.
July 09, 2020
Advisors Who Don't Discuss Cash With Clients Are Missing Out: MaxMyInterest CEOThe firm expects to add more banks to the cash management platform soon, CEO Gary Zimmerman tells ThinkAdvisor.
July 08, 2020
7 Steps to Give Portfolios a Midyear CheckupMorningstar's Christine Benz provides insights on how to give client retirement savings a review.
July 08, 2020
An Advisor's Dilemma: Millennial Investors Who Won't ListenRose Swanger of Advise Finance tells ThinkAdvisor tales of two couples: one who listened to her and did OK, and another that didn't and paid the price.
July 08, 2020
Shilling Forecasts a 30%-40% Drop in U.S. StocksSeveral catalysts could reverse the recent gains in stocks, he says.