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
Fees, Trading Costs and Tax Impact on Fund Performance
By Stefan SharkanskyPast performance doesn't predict future performance, but these updated benchmarks can provide better ways to help advisors judge funds.
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.
April 22, 2020
The 2020 IA25: Mike HunstadNorthern Trust Asset Management's head of quantitative strategies shares advice on helping clients during the coronavirus.
April 22, 2020
The 2020 IA25: Jeffrey GundlachThe head of DoubleLine Capital gives his views on the economy and industry trends in light of the coronavirus.
April 22, 2020
The 2020 IA25: Michael FinkeThe American College of Financial Services professor gives his advice on portfolio issues and client education during the coronavirus.
April 22, 2020
The 2020 IA25: Mohamed El-ErianAllianz's chief economic advisor explains how to handle the "fire hose of information" during the COVID-19 crisis.