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
Another Robinhood Outage Angers Investors Amid Trading Surge
By Jeff BermanFor the second straight Monday, the app was down, blocking its clients from trading.
March 09, 2020
Recession Fears Rise as Stocks and Oil Plummet"It's going to be messy because we've basically lost all our anchors," Mohamed El-Erian said.
March 06, 2020
Many Retirement Savers Have a Big Problem With Target Date Funds: SurveyThey want more focus on risk tolerance, not just time horizon, Invesco reports.
March 05, 2020
Half of Active U.S. Stock Funds Beat Their Passive Rivals in 2019Morningstar reports that small-cap funds enjoyed the biggest one-year rebound.
March 04, 2020
'Year of the Election' Has Become 'Year of the Virus': J.P. Morgan's Kelly"The whole point is that there isn't an easy playbook," the global strategist said.
March 04, 2020
Self-Directed Investors Finished 2019 on a High Note: SchwabThe average Personal Choice Retirement Account size rose 19% in 2019, Schwab reports.
March 04, 2020
A Lending Tool Most RIAs OverlookCollateral loans are underused by advisors, TD Bank says. But such loans come with heavy potential risk.
March 03, 2020
Vanguard Announces Dramatic Changes to Managed Payout FundThe fund, which failed to gain much in assets, is replacing monthly payouts with an annual distribution.