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
Wirehouses Warn: 60/40 Asset Allocation Is Dead
By Bernice NapachAt least three major financial firms are warning about the strategy's serious deficiencies for the future.
November 11, 2019
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio ProductsAlso, Envestnet expands MyBlocks offerings with five Yodlee FinApps.
November 08, 2019
What Do You Think About the Fisher Controversy?Take our quick poll. We need your views on the Fisher firestorm.
November 07, 2019
Stock Markets Hit All Time Highs—Now What?Can the two main stock valuation ratios be trusted to predict a market top?
November 05, 2019
Morningstar Rolls Out New Ratings SystemHere's how the new system gives more weight to fees, sets the bar higher for active funds and looks more closely at share classes.
November 04, 2019
There's a Dark Side to Zero-Cost Investing You Can't Ignore"This isn't UNICEF," the head of SPDR Americas Research said.
November 01, 2019
Arthur Laffer's RIA Is AcquiredArthur Laffer, inventor of the Laffer Curve, recently received the Presidential Medal of Freedom.
October 29, 2019
Take Advantage of These 4 Year-End Tax OpportunitiesIt's time to consider Roth conversions and harvest some losses and gains.