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
Addepar Seeks Funding at $3.25B Valuation
By Katie Roof and Gillian TanOver $7 trillion in assets are managed by its platforms, which organize investment data and monitor portfolios.
January 02, 2025
How $10K Fared in 2024 Across a Range of Standout InvestmentsThe U.S. saw a surge of 67% in an index tracking the Magnificent Seven megacap tech firms.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 31, 2024
Treasurys See Hoped-For Rally Fizzle in Another Lagging YearThe poor performance is due to a resilient economy that forced investors to abandon big bets on monetary easing.
December 31, 2024
Gold Heads for Biggest Gain Since 2010Its 27% advance this year is tied to monetary easing, geopolitical risks and central bank purchases.
December 30, 2024
S&P 500’s 2024 Rally Shocked ForecastersPessimistic equity strategists have continued to be caught off guard by the market’s twists and turns.
December 27, 2024
What Will You Do Differently in 2025?If you make several resolutions and keep a couple each year, you should make steady improvements.
December 26, 2024
Who Will Vote on Fed Policy Next Year?The four new voters are based at regional banks in Boston, St. Louis, Kansas City and Chicago.