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
Strategic Beta Losing Its Luster: Morningstar
By Bernice NapachMore strategic beta ETPs closed than launched in the U.S. last year, and performance was lacking.
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.
July 06, 2020
T. Rowe Price Gets SEC's OK on Nontransparent ETFsThey will be the first ETFs of any kind for the giant asset manager.