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
Investors Near Retirement Are Nervous About Economy, Volatility: Survey
By Michael S. FischerPersonal Capital and Kiplinger asked investors how they would handle a market downturn.
January 07, 2020
RIAs Look to 2020, Say 'Bring It On'A TD Ameritrade survey found RIAs optimistic about both the economy and their practices.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 06, 2020
How an Army Captain Turned Advisor Preps Clients for the Next CrisisMilitary and economic crises have a lot in common, Christopher Manske, a retired Army captain, tells ThinkAdvisor.
January 06, 2020
Rosy 2020 Forecasts Sent Awry as Iran Tension Saps Risk Assets"The threat of a severe retaliation by Iran will keep investors alert," ING says.
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.
January 03, 2020
What Killing of Top Iranian General Means for Markets, Oil"There's a reason, finally, for caution in the stock market," Greg Valliere says.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.