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
3 Ways to 'Bear-Market Proof' Your Business
By Bradley ShepherdIt's best for advisors to go on the offensive and to have an outside-the-numbers game plan for themselves and their clients.
November 08, 2018
Investors Pushing Advisors Hard for Income Growth: Advisor IndexEaton Vance's Advisor Top-of-Mind Index shows change in investors' top priority.
November 07, 2018
Financial Advisors Doubt Election's Ability to Cause a Bear MarketIn a survey taken before the midterm election, less than 10% of advisors said a divided Congress would lead to a bear market.
November 07, 2018
4 Tips for Talking Politics With ClientsExpect clients to ask about politics, and be prepared to keep the discussion constructive, Capital Group says.
November 07, 2018
Advisors Urge Clients to Stay the CourseAnd most of them are heeding their advice, Ariel Investments found.
November 06, 2018
American Workers Want Business to Invest in Their CommunitiesImpact investing and social good help localities thrive, a Prudential Financial poll finds.
November 06, 2018
Tax Pain May Hit Some Mutual Fund Shareholders: BenzMorningstar's Christine Benz outlines the double whammy that might hit mutual fund investors this year.
November 06, 2018
The Spreading FIRE Movement and the Advisor's RoleWriter-director Travis Shakespeare expounds on a new lifestyle and investing movement that's gaining momentum with millennials.