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
'Big Short' Investor Says a 2008 Redux Is Unlikely
By Jeff BermanHe predicts the presidential election will pit Trump against Warren, whom he calls the smartest politician he's met.
November 13, 2019
Equity Plan Participants Need Your Advice: SchwabLess than half of these employees have sold any of their stock, and an overwhelming majority want more education, Schwab found.
November 12, 2019
What Wealthy Investors Are Worried AboutA survey by UBS shows more pessimism about next year than the years to follow.
November 12, 2019
Schwab, BNY Mellon Stress DiversificationWith "fewer shock absorbers in the economy," investors must be extra careful with asset allocation, BNY's Khanna said at Schwab Impact.
November 12, 2019
Wirehouses Warn: 60/40 Asset Allocation Is DeadAt least three major financial firms are warning about the strategy's serious deficiencies for the future.
November 11, 2019
Fisher Investments Has Hefty Side Bet: ReportThe firm led by Ken Fisher is the biggest shareholder of five of the six largest ETNs, according to Bloomberg.
November 11, 2019
Portfolio Construction Must 'Evolve,' Schwab Exec SaysAdvisors must make sure they're addressing four key areas to meet investors' aspirations, he tells Schwab Impact.
November 11, 2019
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio ProductsAlso, Envestnet expands MyBlocks offerings with five Yodlee FinApps.