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
Why Warren Buffett Is Stockpiling Cash
By Jane Wollman Rusoff“He’s setting himself up to make his last great bargain buy,” Buffett biographer David Clark tells ThinkAdvisor.
November 27, 2024
Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep OptionNext year, custody, non-retirement brokerage accounts will convert and default to Fidelity's FCASH sweep holding option.
November 27, 2024
More Than 60 Brokers Hit With FINRA Sanctions Over CE CheatingAnother individual completed the required training on the brokers' behalf, FINRA says.
November 26, 2024
Leech Shunted $600M to Favored Portfolios: SEC, DOJThe former co-chief investment officer for Western Asset Management, 70, could face 20 years in prison.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 06, 2024
S&P 500, Bitcoin Hit Peak as Trump to Retake White HouseThe market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy outcomes.
November 06, 2024
How 8 State Tax Ballot Questions Did in the PollsVoters made decisions on property, sales income and capital gains taxes.
October 31, 2024
What to Know About Investing in Private CreditThe private credit market has grown about 50% in four years. Should your clients invest?