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
Some Americans Could Hit Snags Getting Stimulus Cash, Planner Says
By Janet LevauxJeff Levine of Kitces.com and Buckingham Wealth breaks down the details of how direct payments and RMD waivers work in the stimulus bill.
March 24, 2020
Plan Sponsors Expect Recession, Negative S&P Returns in 2020Large pensions take a particularly negative view, NEPC reports.
March 24, 2020
How Advisors Can Help Retirement Clients Weather a Market MeltdownNow is the time for advisors to prove their value and make sure they and their clients "don't do anything dumb," Cerulli's Scott Smith says.
March 24, 2020
Vote Now for the 2020 IA25Your input on the 25 industry leaders you're turning to for insights and inspiration is needed by April 6.
March 23, 2020
Blockchain Investing Opportunities Your Clients Should Know AboutAdvisors who are aware of these opportunities can keep their clients well-positioned for the future.
March 23, 2020
What Fed Watchers Make of 'QE Infinity'Fed watcher DiMartino Booth says the U.S. central bank is "making up for what Congress is not delivering."
March 20, 2020
Tax Efficiency Tech Strategies Shine for Advisors During Market CrashTech tools from firms like Orion, LifeYield and MyVest can be used to help clients offset volatility.
March 20, 2020
Senators' Stock Sales After Virus Briefings Spark Advisor DebateWhile the sales seem "fishy" to some advisors, a lawyer warns that it's too soon to rush to judgment.