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 Low Returns Affect Retirement Withdrawal Strategies
By Marlene SatterAn NBER paper examines the impact of low returns on Social Security claiming and other financial decisions.
October 08, 2018
Wells Fargo Advisors Get 'What If' Tool for ClientsThe program is part of its Envision platform and aims to boost interaction between the firm's 15,000 advisors and their clients.
October 08, 2018
Which Countries Have the Most Sustainability-Focused Companies?Morngstar's sustainability atlas rates the stock indexes of 46 countries for sustainability, ESG and carbon risks.
October 05, 2018
Is the World Getting Better? Vanguard Ran the Numbers to Find OutChief economist Joe Davis discussed how a question from his 13-year-old daughter inspired a new economic indicator.
October 05, 2018
Howard Marks: 'Time to Take Some Risk Off the Table'"The odds have shifted against you," the investing legend says in an interview with ThinkAdvisor.
October 05, 2018
Goldman to Stock Buyers: Favor Strong Balance SheetsFirm strategists also warn against owning stocks with high leverage at a time when rates are rising.
October 04, 2018
How Republican, Democratic Investors Reacted to Trump's ElectionInvestors drew different economic conclusions based on their beliefs and adjusted their trades accordingly, an NBER paper found.
October 04, 2018
How High Can Bond Yields Climb Before Stock Investors Worry?The relative appeal of stocks vs. bonds tends to wane when yields rise.