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
Vanguard Shares Stewardship Report Card for Its Companies, Itself
By Ginger SzalaIf a firm puts people's health, safety or dignity at risk, it can pose a financial risk to investors, the fund giant says.
August 28, 2019
What Beats National Debt as Investors' Top Concern?Nearly half of U.S. investors cite this global issue as more disconcerting than the projected $1 trillion national debt.
August 28, 2019
Pro Athletes Going Broke? Not on Frank Zecca's WatchManaging more than $500 million in assets for about 250 clients, OFS Wealth helps players manage their riches.
August 27, 2019
How Retirees Are Coping With Income ChallengesOne third of Boomers actively manage their interest-rate risk, an E-Trade survey shows. Got dividends?
August 27, 2019
How to Handle Risk Tied to Passive Products' GrowthIndexing, especially in large cap equity, has reached a critical mass that could distort markets. Long/short funds might be an advisor's insurance.
August 27, 2019
6 Big Changes That Could Transform the ETF MarketSome will increase the number of ETFs; others could restrict them.
August 27, 2019
The Secret to Picking Recession-Resistant StocksJoseph Belmonte uses a stock-picking system that Warren Buffett employs as a filter to determine purchase price — and sticks to it.
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.