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
John Buckingham's Top 8 Stock Picks for 2019
By Jane Wollman Rusoff"The fact that stocks had such a miserable 2018 makes me more optimistic than usual," Buckingham tells ThinkAdvisor.
January 11, 2019
10 Financial Planning Tips for Clients to Start 2019 Off Right: AICPACPA financial planning experts suggested ways clients can make sure their financial house is in order.
January 10, 2019
Young Advisors Want More Social Impact Fixed Income Products: SurveyIncapital found young advisors use individual bonds to discuss social impact goals, but most want more fixed income options.
January 09, 2019
More Fed Officials Pile on Bandwagon Favoring Rate-Hike PauseEvans, Rosengren ready to be patient despite optimism; Atlanta Fed chief Bostic says next move could be a hike or cut.
January 09, 2019
Gundlach: How to Survive This Market 'Zigzag'"The panic in December was a buying panic, not a selling panic," Gundlach said.
January 08, 2019
Direct-to-Investor Platforms to Grow to Over $9 Trillion by 2022: CerulliThe four largest platform providers account for 84% of the segment's assets, Cerulli reports.
January 08, 2019
Conservative-Leaning Tax Think Tank Questions Opportunity ZonesThe Tax Foundation asks whether investments in these low-income areas will actaually help the residents.
January 08, 2019
The 'Smart Money' Is Leaving Stocks in 2019: BlackRockBlackRock's annual survey of 230 institutional clients shows a big shift to decreasing equity allocations.