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
Advisors Expect Returns More Like 2018 Than 2008: Survey
By Michael S. FischerWhile U.S. financial professionals are optimistic, those abroad are another story, Natixis finds.
June 15, 2020
Franklin Templeton Adds Active ETF Offerings: Portfolio ProductsAlso, AQR introduces a new mutual fund.
June 12, 2020
Prep Your Practice Now for Future Market VolatilityIn the coming decade, potential clients will ask how you responded to the turmoil surrounding this pandemic.
June 11, 2020
How an Advisor Saved a Winemaker From Disappointing His WorkersKarin Alvarado of New Aspect Financial Services also tells ThinkAdvisor about helping a foster care facility avoid layoffs.
June 10, 2020
Fees Keep Falling as Cheapest Funds Gobble Assets: MorningstarThe savings investors receive from favoring lower cost funds accrues to billions of dollars over time.
June 10, 2020
8 Ways to Go Beyond the Typical Portfolio ReviewDon't just hand over a report; show your clients you are out there working for them.
June 09, 2020
What Is the Stock Market Telling Us?"The market believes we will not end up back in quarantine," says Creative Planning's Peter Mallouk.
June 09, 2020
4 Things to Consider Before Tapping a 401(k) Under the CARES ActA Principal study found some participants are still undecided as to whether to withdraw or borrow retirement funds.