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
Finke, Blanchett on 4% Rule: Retirement Success Is Flexibility, Not Fixation
By Jeff BermanRelying on a fixed withdrawal percentage is unrealistic, Michael Finke says in a ThinkAdvisor webinar.
May 26, 2020
Finke, Blanchett: Retirement Advice for Clients in a CrisisMorningstar's Blanchett and the American College's Finke to discuss how to manage volatility, longevity during the COVID-19 pandemic.
May 22, 2020
JPMorgan Rolls Out New Active ETFs : Portfolio ProductsMeanwhile, State Street is set to close and liquidate the SPDR S&P Technology Hardware and SPDR S&P 500 Buyback ETFs.
May 21, 2020
Fund Managers Fear Second Coronavirus Wave: BofA SurveyFund managers' cash allocation remains high, the monthly survey finds.
May 21, 2020
ESG-Focused Funds Are Outperforming During PandemicAn S&P Global report also explains how the pandemic is increasing demand for these funds.
May 20, 2020
Reasons to Be Wary About the Stock Market RecoverySchwab strategists Jeffrey Kleintop, Liz Ann Sonders and Kathy Jones explain.
May 20, 2020
Can Interactive Brokers' New Fund Marketplace Lure RIAs?There are 47 other RIA wealth platforms, consultant Craig Iskowitz says. Can Interactive Brokers break out from the pack?
May 20, 2020
How to Prep Clients for Market Stress When They Don't Understand RiskUse a "goals-driven approach" instead, says Katherine Nixon of Northern Trust.