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
How to Handle Risk Tied to Passive Products' Growth
By Josh VailIndexing, especially in large cap equity, has reached a critical mass that could distort markets. Long/short funds might be an advisor's insurance.
August 26, 2019
U.S.-China Trade War Likely to Last: AnalystThe situation is especially concerning to technology investors, says Raymond James Managing Director Edward Mills.
August 26, 2019
Buffett's Been Quiet, But His Philosophy Still Speaks VolumesThere's a reason he's sitting on so much cash, and investors should pay attention.
August 23, 2019
Employee Savings Rates Hit Record in Q2A study from Fidelity says millennial ownership of IRAs increased by 20% year over year.
August 23, 2019
Advised DIY Clients' Balances Way Ahead of Non-Advised Clients': StudySchwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
August 23, 2019
What's Up With Slowing Dividend Growth?A report by Janus Henderson breaks down the global trends affecting payouts to investors.
August 23, 2019
Gun Holdings of 9 Big Fund FirmsAs You Sow research shows, these stocks represent less than 1% of assets, but that could still be problematic for some investors.
August 23, 2019
Gerald Celente: 'The Greatest Depression' Is on Its WayThe forecaster says equity markets have peaked and that America is already in "a stage one recession."